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Kelly Financial Services’s Chevron CVX Stock Holding History

Kelly Financial Services’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 		$557K Buy
3,361
+26
+0.8% +$4.84K 0.12% 67
2026
Q1 		$690K Buy
3,335
+26
+0.8% +$4.74K 0.17% 53
2025
Q4 		$504K Sell
3,309
-202
-6% -$30.8K 0.13% 65
2025
Q3 		$545K Buy
3,511
+429
+14% +$66.4K 0.14% 59
2025
Q2 		$441K Buy
3,082
+53
+2% +$7.47K 0.13% 65
2025
Q1 		$507K Buy
3,029
+70
+2% +$11K 0.18% 57
2024
Q4 		$429K Buy
2,959
+311
+12% +$47.6K 0.15% 69
2024
Q3 		$390K Buy
2,648
+253
+11% +$37.7K 0.14% 74
2024
Q2 		$375K Buy
2,395
+180
+8% +$28.7K 0.13% 71
2024
Q1 		$349K Buy
2,215
+5
+0.2% +$755 0.13% 77
2023
Q4 		$330K Buy
2,210
+93
+4% +$14.1K 0.13% 76
2023
Q3 		$357K Sell
2,117
-22
-1% -$3.55K 0.16% 69
2023
Q2 		$337K Buy
2,139
+181
+9% +$29K 0.16% 72
2023
Q1 		$319K Buy
1,958
+78
+4% +$13.1K 0.16% 68
2022
Q4 		$338K Buy
1,880
+1
+0.1% +$175 0.18% 68
2022
Q3 		$270K Buy
1,879
+2
+0.1% +$305 0.16% 66
2022
Q2 		$272K Buy
1,877
+19
+1% +$3.14K 0.14% 70
2022
Q1 		$302K Buy
1,858
+14
+0.8% +$2.01K 0.14% 63
2021
Q4 		$216K Buy
1,844
+33
+2% +$3.75K 0.1% 72
2021
Q3 		$184K Sell
1,811
-200,268
-99% -$20M 0.1% 67
2021
Q2 		$1.93M Buy
202,079
+200,171
+10,491% +$21.1M 0.07% 76
2021
Q1 		$200K Sell
1,908
-280
-13% -$27.3K 0.12% 48
2020
Q4 		$185K Buy
2,188
+345
+19% +$27.9K 0.13% 41
2020
Q3 		$133K Sell
1,843
-74
-4% -$6.22K 0.1% 44
2020
Q2 		$171K Buy
1,917
+20
+1% +$1.79K 0.13% 34
2020
Q1 		$137K Sell
1,897
-151
-7% -$14.9K 0.17% 31
2019
Q4 		$247K Sell
2,048
-76
-4% -$8.95K 0.19% 25
2019
Q3 		$252K Buy
2,124
+43
+2% +$5.22K 0.23% 21
2019
Q2 		$259K Sell
2,081
-1
-0% -$121 0.24% 20
2019
Q1 		$256K Buy
+2,082
New +$246K 0.29% 22

Other funds holding CVX

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 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

Kelly Financial Services's CVX Position: Q2 2026 in Review

Kelly Financial Services increased its Chevron (CVX) stake by 0.78% in Q2 2026, buying an estimated $4.84K and bringing the position to 3,361 shares worth $557K. The position accounts for 0.12% of the portfolio, ranked #67.

Kelly Financial Services first reported a position in CVX in Q1 2019 and has held it in 30 quarters since. The position peaked at $1.93M in Q2 2021. 2,549 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Kelly Financial Services held 3,361 shares of Chevron worth $557K as of Q2 2026.
  • Kelly Financial Services bought 26 Chevron shares in Q2 2026, an estimated $4.84K.
  • Chevron made up 0.12% of Kelly Financial Services's portfolio in Q2 2026, its #67 holding.
  • Kelly Financial Services first reported a position in Chevron in Q1 2019 and has held it in 30 quarters since.
  • Kelly Financial Services's Chevron position peaked at $1.93M in Q2 2021.
  • 2,549 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Kelly Financial Services's 13F filing for Q2 2026, filed 14 Jul 2026.