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Kercheville Advisors’s Chevron CVX Stock Holding History

Kercheville 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 		$1.41M Sell
8,481
-697
-8% -$130K 0.43% 47
2026
Q1 		$1.9M Buy
9,178
+340
+4% +$62K 0.61% 36
2025
Q4 		$1.47M Sell
8,838
-713
-7% -$109K 0.39% 51
2025
Q3 		$1.48M Buy
+9,551
New +$1.48M 0.45% 43
2024
Q4 		– Sell
-1,380
Closed -$203K – 97
2024
Q3 		$203K Sell
1,380
-100
-7% -$14.9K 0.09% 78
2024
Q2 		$232K Hold
1,480
– – 0.1% 69
2024
Q1 		$233K Buy
+1,480
New +$223K 0.11% 71

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
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 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

Kercheville Advisors's CVX Position: Q2 2026 in Review

Kercheville Advisors reduced its Chevron (CVX) stake by 7.6% in Q2 2026, selling an estimated $130K and leaving 8,481 shares worth $1.41M. The position accounts for 0.43% of the portfolio, ranked #47.

Kercheville Advisors first reported a position in CVX in Q1 2024 and has held it in 7 quarters since. The position peaked at $1.9M in Q1 2026. 2,605 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Kercheville Advisors held 8,481 shares of Chevron worth $1.41M as of Q2 2026.
  • Kercheville Advisors sold 697 Chevron shares in Q2 2026, an estimated $130K.
  • Chevron made up 0.43% of Kercheville Advisors's portfolio in Q2 2026, its #47 holding.
  • Kercheville Advisors first reported a position in Chevron in Q1 2024 and has held it in 7 quarters since.
  • Kercheville Advisors's Chevron position peaked at $1.9M in Q1 2026.
  • 2,605 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Kercheville Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.