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Keebeck Wealth Management’s Chevron CVX Stock Holding History

Keebeck Wealth Management’s Portfolio CVX Stock Details CVX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.22M Buy
5,912
+4,129
+232% +$753K 0.14% 142
2025
Q4 		$272K Buy
+1,783
New +$272K 0.03% 317
2025
Q3 		– Sell
-3,806
Closed -$545K – 361
2025
Q2 		$545K Buy
3,806
+376
+11% +$53K 0.07% 189
2025
Q1 		$574K Buy
3,430
+333
+11% +$52.1K 0.08% 160
2024
Q4 		$449K Sell
3,097
-296
-9% -$45.3K 0.06% 172
2024
Q3 		$500K Buy
3,393
+2,058
+154% +$306K 0.07% 170
2024
Q2 		$209K Sell
1,335
-311
-19% -$49.6K 0.03% 248
2024
Q1 		$260K Buy
+1,646
New +$248K 0.04% 250
2021
Q3 		– Sell
-1,950
Closed -$204K – 222
2021
Q2 		$204K Sell
1,950
-9,397
-83% -$992K 0.03% 231
2021
Q1 		$1.19M Buy
11,347
+813
+8% +$79.4K 0.18% 94
2020
Q4 		$890K Buy
10,534
+439
+4% +$35.5K 0.16% 108
2020
Q3 		$726K Buy
10,095
+23
+0.2% +$1.93K 0.15% 103
2020
Q2 		$898K Sell
10,072
-466
-4% -$41.7K 0.28% 72
2020
Q1 		$763K Buy
10,538
+6,222
+144% +$615K 0.32% 62
2019
Q4 		$520K Buy
+4,316
New +$508K 0.16% 97

Other funds holding CVX

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Keebeck Wealth Management's CVX Position: Q1 2026 in Review

Keebeck Wealth Management increased its Chevron (CVX) stake by 232% in Q1 2026, buying an estimated $753K and bringing the position to 5,912 shares worth $1.22M. The position accounts for 0.14% of the portfolio, ranked #142.

Keebeck Wealth Management first reported a position in CVX in Q4 2019 and has held it in 15 quarters since. 4,265 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Keebeck Wealth Management held 5,912 shares of Chevron worth $1.22M as of Q1 2026.
  • Keebeck Wealth Management bought 4,129 Chevron shares in Q1 2026, an estimated $753K.
  • Chevron made up 0.14% of Keebeck Wealth Management's portfolio in Q1 2026, its #142 holding.
  • Keebeck Wealth Management first reported a position in Chevron in Q4 2019 and has held it in 15 quarters since.
  • 4,265 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Keebeck Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.