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Kestra Investment Management’s Chevron CVX Stock Holding History

Kestra Investment 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
Q2 		$961K Buy
5,795
+3,325
+135% +$619K 0.02% 234
2026
Q1 		$511K Sell
2,470
-1,758
-42% -$321K 0.01% 288
2025
Q4 		$644K Sell
4,228
-102
-2% -$15.5K 0.02% 248
2025
Q3 		$672K Sell
4,330
-8,522
-66% -$1.32M 0.02% 238
2025
Q2 		$2.03M Buy
12,852
+4,888
+61% +$689K 0.03% 181
2025
Q1 		$1.33M Buy
7,964
+606
+8% +$94.9K 0.04% 137
2024
Q4 		$1.07M Buy
7,358
+278
+4% +$42.6K 0.04% 129
2024
Q3 		$1.04M Buy
+7,080
New +$1.05M 0.04% 121

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

Kestra Investment Management's CVX Position: Q2 2026 in Review

Kestra Investment Management increased its Chevron (CVX) stake by 135% in Q2 2026, buying an estimated $619K and bringing the position to 5,795 shares worth $961K. The position accounts for 0.02% of the portfolio, ranked #234.

Kestra Investment Management first reported a position in CVX in Q3 2024 and has held it in 8 quarters since. The position peaked at $2.03M in Q2 2025. 2,448 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Kestra Investment Management held 5,795 shares of Chevron worth $961K as of Q2 2026.
  • Kestra Investment Management bought 3,325 Chevron shares in Q2 2026, an estimated $619K.
  • Chevron made up 0.02% of Kestra Investment Management's portfolio in Q2 2026, its #234 holding.
  • Kestra Investment Management first reported a position in Chevron in Q3 2024 and has held it in 8 quarters since.
  • Kestra Investment Management's Chevron position peaked at $2.03M in Q2 2025.
  • 2,448 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Kestra Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.