KMWM
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Keudell/Morrison Wealth Management’s Chevron CVX Stock Holding History

Keudell/Morrison Wealth 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 		$2.94M Sell
17,744
-863
-5% -$161K 0.56% 38
2026
Q1 		$3.85M Buy
18,607
+920
+5% +$168K 0.79% 26
2025
Q4 		$2.7M Buy
+17,687
New +$2.69M 0.57% 36
2025
Q2 		$2.47M Buy
17,225
+547
+3% +$77.1K 0.55% 34
2025
Q1 		$2.79M Sell
16,678
-65
-0.4% -$10.2K 0.66% 27
2024
Q4 		$2.43M Buy
16,743
+1,210
+8% +$185K 0.63% 30
2024
Q3 		$2.29M Buy
15,533
+8
+0.1% +$1.19K 0.62% 34
2024
Q2 		$2.43M Buy
15,525
+457
+3% +$72.9K 0.71% 30
2024
Q1 		$2.38M Buy
15,068
+265
+2% +$40K 0.72% 29
2023
Q4 		$2.21M Sell
14,803
-347
-2% -$52.5K 0.73% 26
2023
Q3 		$2.55M Buy
15,150
+697
+5% +$113K 0.78% 24
2023
Q2 		$2.27M Buy
14,453
+322
+2% +$51.6K 0.66% 27
2023
Q1 		$2.31M Sell
14,131
-101
-0.7% -$16.9K 0.68% 26
2022
Q4 		$2.55M Sell
14,232
-948
-6% -$165K 0.82% 21
2022
Q3 		$2.18M Sell
15,180
-218
-1% -$33.2K 0.82% 21
2022
Q2 		$2.23M Sell
15,398
-2,184
-12% -$361K 0.81% 23
2022
Q1 		$2.86M Sell
17,582
-1,899
-10% -$272K 1.2% 15
2021
Q4 		$2.29M Sell
19,481
-50
-0.3% -$5.68K 0.9% 19
2021
Q3 		$1.98M Buy
19,531
+340
+2% +$33.9K 0.85% 25
2021
Q2 		$2.01M Buy
19,191
+747
+4% +$78.9K 1.1% 22
2021
Q1 		$1.93M Buy
18,444
+229
+1% +$22.4K 1.12% 22
2020
Q4 		$1.54M Sell
18,215
-954
-5% -$77.2K 0.98% 25
2020
Q3 		$1.38M Buy
19,169
+470
+3% +$39.5K 0.89% 27
2020
Q2 		$1.67M Buy
18,699
+580
+3% +$51.9K 1.38% 16
2020
Q1 		$1.31M Buy
18,119
+809
+5% +$79.9K 1.28% 18
2019
Q4 		$2.09M Buy
17,310
+97
+0.6% +$11.4K 1.44% 17
2019
Q3 		$2.04M Buy
17,213
+533
+3% +$64.7K 1.68% 10
2019
Q2 		$1.99M Buy
16,680
+73
+0.4% +$8.83K 1.74% 12
2019
Q1 		$2.05M Buy
+16,607
New +$1.96M 1.8% 12

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
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

Keudell/Morrison Wealth Management's CVX Position: Q2 2026 in Review

Keudell/Morrison Wealth Management reduced its Chevron (CVX) stake by 4.6% in Q2 2026, selling an estimated $161K and leaving 17,744 shares worth $2.94M. The position accounts for 0.56% of the portfolio, ranked #38.

Keudell/Morrison Wealth Management first reported a position in CVX in Q1 2019 and has held it in 29 quarters since. The position peaked at $3.85M in Q1 2026. 2,524 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Keudell/Morrison Wealth Management held 17,744 shares of Chevron worth $2.94M as of Q2 2026.
  • Keudell/Morrison Wealth Management sold 863 Chevron shares in Q2 2026, an estimated $161K.
  • Chevron made up 0.56% of Keudell/Morrison Wealth Management's portfolio in Q2 2026, its #38 holding.
  • Keudell/Morrison Wealth Management first reported a position in Chevron in Q1 2019 and has held it in 29 quarters since.
  • Keudell/Morrison Wealth Management's Chevron position peaked at $3.85M in Q1 2026.
  • 2,524 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Keudell/Morrison Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.