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Keel Point’s Chevron CVX Stock Holding History

Keel Point’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 		$1.77M Sell
8,543
-97
-1% -$17.7K 0.12% 114
2025
Q4 		$1.32M Buy
8,640
+422
+5% +$64.3K 0.08% 158
2025
Q3 		$1.28M Buy
8,218
+1,298
+19% +$201K 0.08% 155
2025
Q2 		$991K Sell
6,920
-701
-9% -$98.8K 0.07% 174
2025
Q1 		$1.27M Buy
7,621
+1,592
+26% +$249K 0.1% 131
2024
Q4 		$873K Sell
6,029
-103
-2% -$15.8K 0.07% 159
2024
Q3 		$903K Sell
6,132
-234
-4% -$34.8K 0.08% 161
2024
Q2 		$918K Buy
6,366
+71
+1% +$11.3K 0.08% 152
2024
Q1 		$993K Buy
6,295
+591
+10% +$89.2K 0.1% 133
2023
Q4 		$851K Sell
5,704
-7
-0.1% -$1.06K 0.1% 128
2023
Q3 		$963K Sell
5,711
-384
-6% -$62K 0.13% 109
2023
Q2 		$959K Buy
6,095
+86
+1% +$13.8K 0.13% 109
2023
Q1 		$980K Sell
6,009
-356
-6% -$59.7K 0.14% 115
2022
Q4 		$1.14M Buy
6,365
+1,668
+36% +$291K 0.18% 95
2022
Q3 		$675K Buy
4,697
+33
+0.7% +$5.03K 0.12% 117
2022
Q2 		$727K Buy
4,664
+1,426
+44% +$236K 0.11% 117
2022
Q1 		$527K Buy
3,238
+357
+12% +$51.2K 0.08% 143
2021
Q4 		$338K Buy
2,881
+150
+5% +$17K 0.04% 194
2021
Q3 		$277K Buy
2,731
+107
+4% +$10.7K 0.04% 206
2021
Q2 		$275K Buy
2,624
+151
+6% +$15.9K 0.03% 211
2021
Q1 		$259K Buy
+2,473
New +$241K 0.03% 223
2017
Q3 		– Sell
-2,759
Closed -$288K – 162
2017
Q2 		$288K Buy
2,759
+14
+0.5% +$1.48K 0.06% 127
2017
Q1 		$295K Sell
2,745
-587
-18% -$65.8K 0.06% 126
2016
Q4 		$392K Buy
3,332
+625
+23% +$68.1K 0.09% 98
2016
Q3 		$279K Buy
2,707
+738
+37% +$75.4K 0.11% 108
2016
Q2 		$206K Buy
+1,969
New +$198K 0.09% 126

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

Keel Point's CVX Position: Q1 2026 in Review

Keel Point reduced its Chevron (CVX) stake by 1.1% in Q1 2026, selling an estimated $17.7K and leaving 8,543 shares worth $1.77M. The position accounts for 0.12% of the portfolio, ranked #114.

Keel Point first reported a position in CVX in Q2 2016 and has held it in 26 quarters since. 4,266 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Keel Point held 8,543 shares of Chevron worth $1.77M as of Q1 2026.
  • Keel Point sold 97 Chevron shares in Q1 2026, an estimated $17.7K.
  • Chevron made up 0.12% of Keel Point's portfolio in Q1 2026, its #114 holding.
  • Keel Point first reported a position in Chevron in Q2 2016 and has held it in 26 quarters since.
  • 4,266 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Keel Point's 13F filing for Q1 2026, filed 1 Jun 2026.