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Keeler Thomas Management’s Chevron CVX Stock Holding History

Keeler Thomas 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 		$204K Buy
1,228
+30
+3% +$5.58K 0.07% 135
2026
Q1 		$248K Buy
+1,198
New +$218K 0.1% 112
2025
Q3 		– Sell
-3,920
Closed -$561K – 108
2025
Q2 		$561K Sell
3,920
-16,285
-81% -$2.3M 0.24% 93
2025
Q1 		$3.38M Sell
20,205
-11,277
-36% -$1.77M 1.66% 18
2024
Q4 		$4.56M Sell
31,482
-1,213
-4% -$186K 1.63% 31
2024
Q3 		$4.81M Buy
32,695
+1,393
+4% +$207K 1.52% 28
2024
Q2 		$4.91M Buy
31,302
+472
+2% +$75.3K 1.67% 24
2024
Q1 		$4.87M Buy
30,830
+12,594
+69% +$1.9M 1.67% 22
2023
Q4 		$2.84M Sell
18,236
-3,840
-17% -$581K 1.12% 37
2023
Q3 		$3.72M Buy
+22,076
New +$3.57M 1.38% 32
2022
Q2 		– Sell
-1,500
Closed -$244K – 71
2022
Q1 		$244K Buy
+1,500
New +$215K 0.12% 65
2021
Q1 		– Sell
-7,582
Closed -$640K – 75
2020
Q4 		$640K Sell
7,582
-4,693
-38% -$380K 0.36% 54
2020
Q3 		$883K Buy
12,275
+100
+0.8% +$8.41K 0.56% 50
2020
Q2 		$1.09M Buy
12,175
+984
+9% +$88.1K 0.78% 40
2020
Q1 		$810K Sell
11,191
-15,488
-58% -$1.53M 0.95% 38
2019
Q4 		$3.21M Sell
26,679
-190
-0.7% -$22.4K 2.29% 17
2019
Q3 		$3.19M Sell
26,869
-442
-2% -$53.7K 2.45% 16
2019
Q2 		$3.4M Buy
27,311
+1,107
+4% +$134K 2.71% 16
2019
Q1 		$3.23M Buy
26,204
+1,538
+6% +$182K 2.71% 15
2018
Q4 		$2.68M Sell
24,666
-2,379
-9% -$276K 3.1% 14
2018
Q3 		$3.31M Buy
27,045
+866
+3% +$105K 2.76% 11
2018
Q2 		$3.31M Buy
26,179
+400
+2% +$49.7K 3.07% 8
2018
Q1 		$2.94M Sell
25,779
-1,608
-6% -$192K 2.92% 11
2017
Q4 		$3.43M Buy
+27,387
New +$3.25M 3.15% 8

Other funds holding CVX

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
AACR
ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return

Keeler Thomas Management's CVX Position: Q2 2026 in Review

Keeler Thomas Management increased its Chevron (CVX) stake by 2.5% in Q2 2026, buying an estimated $5.58K and bringing the position to 1,228 shares worth $204K. The position accounts for 0.07% of the portfolio, ranked #135.

Keeler Thomas Management first reported a position in CVX in Q4 2017 and has held it in 24 quarters since. The position peaked at $4.91M in Q2 2024. 2,433 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Keeler Thomas Management held 1,228 shares of Chevron worth $204K as of Q2 2026.
  • Keeler Thomas Management bought 30 Chevron shares in Q2 2026, an estimated $5.58K.
  • Chevron made up 0.07% of Keeler Thomas Management's portfolio in Q2 2026, its #135 holding.
  • Keeler Thomas Management first reported a position in Chevron in Q4 2017 and has held it in 24 quarters since.
  • Keeler Thomas Management's Chevron position peaked at $4.91M in Q2 2024.
  • 2,433 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Keeler Thomas Management's 13F filing for Q2 2026, filed 30 Jul 2026.