KCM
CVX icon

Key Capital Management’s Chevron CVX Stock Holding History

Key Capital 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 		$53.7K Buy
324
+98
+43% +$18.2K 0.03% 161
2026
Q1 		$46.8K Buy
226
+127
+128% +$23.2K 0.03% 159
2025
Q4 		$15.1K Buy
+99
New +$15.1K 0.01% 238

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

Key Capital Management's CVX Position: Q2 2026 in Review

Key Capital Management increased its Chevron (CVX) stake by 43% in Q2 2026, buying an estimated $18.2K and bringing the position to 324 shares worth $53.7K. The position accounts for 0.03% of the portfolio, ranked #161.

Key Capital Management first reported a position in CVX in Q4 2025 and has held it in 3 quarters since. 2,585 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Key Capital Management held 324 shares of Chevron worth $53.7K as of Q2 2026.
  • Key Capital Management bought 98 Chevron shares in Q2 2026, an estimated $18.2K.
  • Chevron made up 0.03% of Key Capital Management's portfolio in Q2 2026, its #161 holding.
  • Key Capital Management first reported a position in Chevron in Q4 2025 and has held it in 3 quarters since.
  • 2,585 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Key Capital Management's 13F filing for Q2 2026, filed 28 Jul 2026.