Key Client Fiduciary Advisors’s Chevron CVX Stock Holding History

Key Client Fiduciary Advisors’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	$403K	Sell	2,433 -61	-2%	-$11.4K	0.12%	147
2026 Q1	$516K	Buy	2,494 +26	+1%	+$4.74K	0.18%	120
2025 Q4	$376K	Sell	2,468 -812	-25%	-$124K	0.13%	141
2025 Q3	$509K	Sell	3,280 -21	-0.6%	-$3.25K	0.17%	114
2025 Q2	$473K	Buy	3,301 +197	+6%	+$27.8K	0.19%	115
2025 Q1	$519K	Sell	3,104 -137	-4%	-$21.4K	0.24%	98
2024 Q4	$469K	Sell	3,241 -129	-4%	-$19.7K	0.21%	105
2024 Q3	$496K	Buy	3,370 +216	+7%	+$32.1K	0.22%	99
2024 Q2	$493K	Hold	3,154	–	–	0.25%	94
2024 Q1	$498K	Sell	3,154 -485	-13%	-$73.2K	0.26%	92
2023 Q4	$543K	Sell	3,639 -573	-14%	-$86.7K	0.31%	75
2023 Q3	$710K	Buy	4,212 +85	+2%	+$13.7K	0.44%	54
2023 Q2	$649K	Buy	4,127 +2	+0%	+$321	0.38%	58
2023 Q1	$673K	Buy	4,125 +204	+5%	+$34.2K	0.42%	53
2022 Q4	$704K	Buy	+3,921	New	+$684K	0.48%	51
2022 Q1	–	Sell	-2,566	Closed	-$301K	–	127
2021 Q4	$301K	Buy	+2,566	New	+$291K	0.25%	93

Other funds holding CVX

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

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 Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return

Key Client Fiduciary Advisors's CVX Position: Q2 2026 in Review

Key Client Fiduciary Advisors reduced its Chevron (CVX) stake by 2.4% in Q2 2026, selling an estimated $11.4K and leaving 2,433 shares worth $403K. The position accounts for 0.12% of the portfolio, ranked #147.

Key Client Fiduciary Advisors first reported a position in CVX in Q4 2021 and has held it in 16 quarters since. The position peaked at $710K in Q3 2023. 2,482 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

Key Client Fiduciary Advisors held 2,433 shares of Chevron worth $403K as of Q2 2026.
Key Client Fiduciary Advisors sold 61 Chevron shares in Q2 2026, an estimated $11.4K.
Chevron made up 0.12% of Key Client Fiduciary Advisors's portfolio in Q2 2026, its #147 holding.
Key Client Fiduciary Advisors first reported a position in Chevron in Q4 2021 and has held it in 16 quarters since.
Key Client Fiduciary Advisors's Chevron position peaked at $710K in Q3 2023.
2,482 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Key Client Fiduciary Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.