KIG
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Kennedy Investment Group’s Chevron CVX Stock Holding History

Kennedy Investment Group’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 		$273K Buy
1,649
+82
+5% +$15.3K 0.09% 127
2026
Q1 		$324K Sell
1,567
-496
-24% -$90.4K 0.13% 110
2025
Q4 		$314K Buy
2,063
+317
+18% +$48.3K 0.12% 114
2025
Q3 		$271K Buy
1,746
+10
+0.6% +$1.55K 0.11% 117
2025
Q2 		$249K Buy
1,736
+21
+1% +$2.96K 0.11% 119
2025
Q1 		$287K Buy
1,715
+10
+0.6% +$1.56K 0.13% 106
2024
Q4 		$247K Sell
1,705
-163
-9% -$24.9K 0.11% 112
2024
Q3 		$275K Buy
1,868
+10
+0.5% +$1.49K 0.13% 107
2024
Q2 		$291K Buy
1,858
+145
+8% +$23.1K 0.15% 99
2024
Q1 		$270K Sell
1,713
-1,439
-46% -$217K 0.14% 105
2023
Q4 		$470K Buy
3,152
+478
+18% +$72.3K 0.26% 84
2023
Q3 		$451K Sell
2,674
-160
-6% -$25.8K 0.27% 84
2023
Q2 		$446K Buy
2,834
+229
+9% +$36.7K 0.26% 80
2023
Q1 		$425K Buy
2,605
+267
+11% +$44.8K 0.26% 83
2022
Q4 		$420K Buy
+2,338
New +$408K 0.27% 83

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

Kennedy Investment Group's CVX Position: Q2 2026 in Review

Kennedy Investment Group increased its Chevron (CVX) stake by 5.2% in Q2 2026, buying an estimated $15.3K and bringing the position to 1,649 shares worth $273K. The position accounts for 0.09% of the portfolio, ranked #127.

Kennedy Investment Group first reported a position in CVX in Q4 2022 and has held it in 15 quarters since. The position peaked at $470K in Q4 2023. 2,433 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Kennedy Investment Group held 1,649 shares of Chevron worth $273K as of Q2 2026.
  • Kennedy Investment Group bought 82 Chevron shares in Q2 2026, an estimated $15.3K.
  • Chevron made up 0.09% of Kennedy Investment Group's portfolio in Q2 2026, its #127 holding.
  • Kennedy Investment Group first reported a position in Chevron in Q4 2022 and has held it in 15 quarters since.
  • Kennedy Investment Group's Chevron position peaked at $470K in Q4 2023.
  • 2,433 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Kennedy Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.