KOMWMG
CVX icon

Kerntke Otto McGlone Wealth Management Group’s Chevron CVX Stock Holding History

Kerntke Otto McGlone Wealth Management 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 		$337K Buy
2,035
+2
+0.1% +$372 0.2% 67
2026
Q1 		$421K Sell
2,033
-121
-6% -$22.1K 0.29% 55
2025
Q4 		$328K Buy
2,154
+13
+0.6% +$1.98K 0.23% 59
2025
Q3 		$333K Sell
2,141
-364
-15% -$56.4K 0.25% 56
2025
Q2 		$359K Buy
2,505
+51
+2% +$7.19K 0.28% 54
2025
Q1 		$410K Buy
2,454
+16
+0.7% +$2.5K 0.36% 48
2024
Q4 		$353K Buy
2,438
+54
+2% +$8.27K 0.26% 52
2024
Q3 		$351K Sell
2,384
-21
-0.9% -$3.13K 0.29% 53
2024
Q2 		$376K Buy
2,405
+85
+4% +$13.6K 0.35% 47
2024
Q1 		$366K Sell
2,320
-4
-0.2% -$604 0.36% 45
2023
Q4 		$347K Buy
2,324
+38
+2% +$5.75K 0.35% 47
2023
Q3 		$386K Sell
2,286
-36
-2% -$5.82K 0.4% 38
2023
Q2 		$365K Buy
2,322
+37
+2% +$5.93K 0.36% 46
2023
Q1 		$373K Buy
2,285
+10
+0.4% +$1.68K 0.38% 44
2022
Q4 		$408K Buy
2,275
+9
+0.4% +$1.57K 0.47% 35
2022
Q3 		$326K Buy
2,266
+10
+0.4% +$1.52K 0.49% 38
2022
Q2 		$327K Buy
+2,256
New +$373K 0.49% 39
2022
Q1 		– Sell
-1,964
Closed -$230K – 42
2021
Q4 		$230K Buy
+1,964
New +$223K 0.28% 60
2021
Q3 		– Sell
-4,658
Closed -$488K – 59
2021
Q2 		$488K Buy
4,658
+184
+4% +$19.4K 0.19% 84
2021
Q1 		$469K Buy
4,474
+410
+10% +$40K 0.25% 80
2020
Q4 		$343K Buy
4,064
+1,258
+45% +$102K 0.2% 89
2020
Q3 		$202K Sell
2,806
-120
-4% -$10.1K 0.15% 102
2020
Q2 		$261K Buy
2,926
+45
+2% +$4.03K 0.24% 82
2020
Q1 		$209K Buy
2,881
+104
+4% +$10.3K 0.23% 77
2019
Q4 		$335K Buy
+2,777
New +$327K 0.28% 71

Other funds holding CVX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Kerntke Otto McGlone Wealth Management Group's CVX Position: Q2 2026 in Review

Kerntke Otto McGlone Wealth Management Group increased its Chevron (CVX) stake by 0.1% in Q2 2026, buying an estimated $372 and bringing the position to 2,035 shares worth $337K. The position accounts for 0.2% of the portfolio, ranked #67.

Kerntke Otto McGlone Wealth Management Group first reported a position in CVX in Q4 2019 and has held it in 25 quarters since. The position peaked at $488K in Q2 2021. 4,141 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Kerntke Otto McGlone Wealth Management Group held 2,035 shares of Chevron worth $337K as of Q2 2026.
  • Kerntke Otto McGlone Wealth Management Group bought 2 Chevron shares in Q2 2026, an estimated $372.
  • Chevron made up 0.2% of Kerntke Otto McGlone Wealth Management Group's portfolio in Q2 2026, its #67 holding.
  • Kerntke Otto McGlone Wealth Management Group first reported a position in Chevron in Q4 2019 and has held it in 25 quarters since.
  • Kerntke Otto McGlone Wealth Management Group's Chevron position peaked at $488K in Q2 2021.
  • 4,141 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Kerntke Otto McGlone Wealth Management Group's 13F filing for Q2 2026, filed 23 Jul 2026.