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Kelleher Financial Advisors’s Chevron CVX Stock Holding History

Kelleher Financial Advisors’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 		$269K Buy
1,621
+1
+0.1% +$186 0.04% 244
2026
Q1 		$238K Buy
1,620
+115
+8% +$21K 0.06% 182
2025
Q4 		$229K Sell
1,505
-318
-17% -$48.4K 0.05% 196
2025
Q3 		$283K Buy
1,823
+203
+13% +$31.4K 0.07% 150
2025
Q2 		$232K Buy
1,620
+400
+33% +$56.4K 0.08% 124
2025
Q1 		$204K Buy
+1,220
New +$191K 0.08% 122
2017
Q1 		– Sell
-12,360
Closed -$1.45M – 97
2016
Q4 		$1.45M Sell
12,360
-100
-0.8% -$10.9K 0.81% 39
2016
Q3 		$1.28M Buy
12,460
+207
+2% +$21.1K 0.73% 40
2016
Q2 		$1.28M Sell
12,253
-650
-5% -$65.4K 0.78% 41
2016
Q1 		$1.18M Buy
12,903
+650
+5% +$56.9K 0.65% 42
2015
Q4 		$1.1M Hold
12,253
– – 0.75% 40
2015
Q3 		$966K Sell
12,253
-150
-1% -$12.6K 0.64% 46
2015
Q2 		$1.2M Sell
12,403
-400
-3% -$42K 0.68% 42
2015
Q1 		$1.34M Hold
12,803
– – 0.74% 41
2014
Q4 		$1.44M Buy
12,803
+1,000
+8% +$114K 0.77% 41
2014
Q3 		$1.42M Hold
11,803
– – 0.77% 43
2014
Q2 		$1.54M Hold
11,803
– – 0.8% 38
2014
Q1 		$1.4M Hold
11,803
– – 0.76% 37
2013
Q4 		$1.47M Buy
11,803
+444
+4% +$53.7K 0.76% 37
2013
Q3 		$1.38M Hold
11,359
– – 0.79% 40
2013
Q2 		$1.34M Buy
+11,359
New +$1.37M 0.82% 41

Other funds holding CVX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Kelleher Financial Advisors's CVX Position: Q2 2026 in Review

Kelleher Financial Advisors increased its Chevron (CVX) stake by 0.06% in Q2 2026, buying an estimated $186 and bringing the position to 1,621 shares worth $269K. The position accounts for 0.04% of the portfolio, ranked #244.

Kelleher Financial Advisors first reported a position in CVX in Q2 2013 and has held it in 21 quarters since. The position peaked at $1.54M in Q2 2014. 4,110 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Kelleher Financial Advisors held 1,621 shares of Chevron worth $269K as of Q2 2026.
  • Kelleher Financial Advisors bought 1 Chevron share in Q2 2026, an estimated $186.
  • Chevron made up 0.04% of Kelleher Financial Advisors's portfolio in Q2 2026, its #244 holding.
  • Kelleher Financial Advisors first reported a position in Chevron in Q2 2013 and has held it in 21 quarters since.
  • Kelleher Financial Advisors's Chevron position peaked at $1.54M in Q2 2014.
  • 4,110 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Kelleher Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.