KCM
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Kendall Capital Management’s Chevron CVX Stock Holding History

Kendall Capital 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
Q1 		$442K Buy
2,135
+70
+3% +$12.8K 0.09% 166
2025
Q4 		$315K Sell
2,065
-37
-2% -$5.63K 0.07% 188
2025
Q3 		$326K Sell
2,102
-5
-0.2% -$774 0.07% 191
2025
Q2 		$302K Sell
2,107
-11
-0.5% -$1.55K 0.08% 187
2025
Q1 		$354K Hold
2,118
– – 0.1% 165
2024
Q4 		$307K Buy
2,118
+330
+18% +$50.5K 0.09% 181
2024
Q3 		$263K Hold
1,788
– – 0.08% 193
2024
Q2 		$280K Hold
1,788
– – 0.09% 182
2024
Q1 		$282K Hold
1,788
– – 0.1% 180
2023
Q4 		$267K Hold
1,788
– – 0.1% 180
2023
Q3 		$301K Sell
1,788
-145
-8% -$23.4K 0.13% 155
2023
Q2 		$304K Sell
1,933
-20
-1% -$3.21K 0.13% 158
2023
Q1 		$319K Buy
1,953
+11
+0.6% +$1.84K 0.15% 145
2022
Q4 		$349K Buy
1,942
+136
+8% +$23.7K 0.18% 136
2022
Q3 		$259K Buy
1,806
+87
+5% +$13.3K 0.15% 144
2022
Q2 		$249K Hold
1,719
– – 0.14% 150
2022
Q1 		$280K Hold
1,719
– – 0.14% 151
2021
Q4 		$202K Buy
+1,719
New +$195K 0.1% 161
2021
Q2 		– Sell
-2,123
Closed -$222K – 151
2021
Q1 		$222K Buy
+2,123
New +$207K 0.14% 134

Other funds holding CVX

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Kendall Capital Management's CVX Position: Q1 2026 in Review

Kendall Capital Management increased its Chevron (CVX) stake by 3.4% in Q1 2026, buying an estimated $12.8K and bringing the position to 2,135 shares worth $442K. The position accounts for 0.09% of the portfolio, ranked #166.

Kendall Capital Management first reported a position in CVX in Q1 2021 and has held it in 19 quarters since. 4,267 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Kendall Capital Management held 2,135 shares of Chevron worth $442K as of Q1 2026.
  • Kendall Capital Management bought 70 Chevron shares in Q1 2026, an estimated $12.8K.
  • Chevron made up 0.09% of Kendall Capital Management's portfolio in Q1 2026, its #166 holding.
  • Kendall Capital Management first reported a position in Chevron in Q1 2021 and has held it in 19 quarters since.
  • 4,267 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Kendall Capital Management's 13F filing for Q1 2026, filed 24 Apr 2026.