Keeler & Nadler Financial Planning & Wealth Management’s Chevron CVX Stock Holding History

Keeler & Nadler Financial Planning & 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 Q2	$322K	Sell	1,944 -134	-6%	-$24.9K	0.09%	67
2026 Q1	$430K	Buy	2,078 +4	+0.2%	+$729	0.15%	58
2025 Q4	$316K	Sell	2,074 -11	-0.5%	-$1.68K	0.11%	61
2025 Q3	$324K	Sell	2,085 -2	-0.1%	-$310	0.12%	58
2025 Q2	$299K	Sell	2,087 -7	-0.3%	-$987	0.12%	59
2025 Q1	$348K	Buy	2,094 +3	+0.1%	+$470	0.16%	51
2024 Q4	$303K	Buy	2,091 +4	+0.2%	+$612	0.14%	54
2024 Q3	$307K	Sell	2,087 -13	-0.6%	-$1.94K	0.15%	51
2024 Q2	$328K	Sell	2,100 -10	-0.5%	-$1.59K	0.18%	48
2024 Q1	$333K	Buy	+2,110	New	+$318K	0.2%	47

Other funds holding CVX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Keeler & Nadler Financial Planning & Wealth Management's CVX Position: Q2 2026 in Review

Keeler & Nadler Financial Planning & Wealth Management reduced its Chevron (CVX) stake by 6.4% in Q2 2026, selling an estimated $24.9K and leaving 1,944 shares worth $322K. The position accounts for 0.09% of the portfolio, ranked #67.

Keeler & Nadler Financial Planning & Wealth Management first reported a position in CVX in Q1 2024 and has held it in 10 quarters since. The position peaked at $430K in Q1 2026. 2,753 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

Keeler & Nadler Financial Planning & Wealth Management held 1,944 shares of Chevron worth $322K as of Q2 2026.
Keeler & Nadler Financial Planning & Wealth Management sold 134 Chevron shares in Q2 2026, an estimated $24.9K.
Chevron made up 0.09% of Keeler & Nadler Financial Planning & Wealth Management's portfolio in Q2 2026, its #67 holding.
Keeler & Nadler Financial Planning & Wealth Management first reported a position in Chevron in Q1 2024 and has held it in 10 quarters since.
Keeler & Nadler Financial Planning & Wealth Management's Chevron position peaked at $430K in Q1 2026.
2,753 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Keeler & Nadler Financial Planning & Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.