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Kerr Financial Planning’s Chevron CVX Stock Holding History

Kerr Financial Planning’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 		$191K Sell
1,152
-41
-3% -$7.63K 0.21% 86
2026
Q1 		$225K Buy
1,193
+71
+6% +$12.9K 0.16% 75
2025
Q4 		$202K Buy
1,122
+163
+17% +$24.8K 0.27% 82
2025
Q3 		$150K Buy
+959
New +$149K 0.21% 87

Other funds holding CVX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Kerr Financial Planning's CVX Position: Q2 2026 in Review

Kerr Financial Planning reduced its Chevron (CVX) stake by 3.4% in Q2 2026, selling an estimated $7.63K and leaving 1,152 shares worth $191K. The position accounts for 0.21% of the portfolio, ranked #86.

Kerr Financial Planning first reported a position in CVX in Q3 2025 and has held it in 4 quarters since. The position peaked at $225K in Q1 2026. 4,106 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Kerr Financial Planning held 1,152 shares of Chevron worth $191K as of Q2 2026.
  • Kerr Financial Planning sold 41 Chevron shares in Q2 2026, an estimated $7.63K.
  • Chevron made up 0.21% of Kerr Financial Planning's portfolio in Q2 2026, its #86 holding.
  • Kerr Financial Planning first reported a position in Chevron in Q3 2025 and has held it in 4 quarters since.
  • Kerr Financial Planning's Chevron position peaked at $225K in Q1 2026.
  • 4,106 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Kerr Financial Planning's 13F filing for Q2 2026, filed 2 Jul 2026.