Kellett Wealth Advisors’s Chevron CVX Stock Holding History

Kellett Wealth 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	–	Sell	-1,305	Closed	-$270K	–	98
2026 Q1	$270K	Buy	+1,305	New	+$238K	0.15%	67

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Kellett Wealth Advisors's CVX Position: Q2 2026 in Review

Kellett Wealth Advisors sold out of Chevron (CVX) in Q2 2026, closing a stake of 1,305 shares — an estimated $270K sold.

Kellett Wealth Advisors first reported a position in CVX in Q1 2026 and held it in 1 quarter. The position peaked at $270K in Q1 2026. 4,110 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

Kellett Wealth Advisors reported no remaining Chevron position as of Q2 2026 after selling out during the quarter.
Kellett Wealth Advisors sold 1,305 Chevron shares in Q2 2026, an estimated $270K.
Kellett Wealth Advisors first reported a position in Chevron in Q1 2026 and held it in 1 quarter.
Kellett Wealth Advisors's Chevron position peaked at $270K in Q1 2026.
4,110 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Kellett Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.