KFI
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Key Financial Inc’s Chevron CVX Stock Holding History

Key Financial Inc’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
Q1 		$2.03M Buy
9,793
+363
+4% +$66.2K 0.36% 56
2025
Q4 		$1.44M Buy
9,430
+26
+0.3% +$3.96K 0.26% 71
2025
Q3 		$1.45M Buy
9,404
+1,422
+18% +$220K 0.27% 72
2025
Q2 		$1.14M Hold
7,982
– – 0.23% 83
2025
Q1 		$1.34M Sell
7,982
-236
-3% -$36.9K 0.29% 64
2024
Q4 		$1.19M Hold
8,218
– – 0.27% 69
2024
Q3 		$1.21M Sell
8,218
-331
-4% -$49.3K 0.27% 68
2024
Q2 		$1.34M Buy
8,549
+536
+7% +$85.5K 0.32% 58
2024
Q1 		$1.26M Buy
8,013
+213
+3% +$32.1K 0.32% 58
2023
Q4 		$1.16M Hold
7,800
– – 0.32% 63
2023
Q3 		$1.32M Hold
7,800
– – 0.44% 50
2023
Q2 		$1.23M Buy
7,800
+189
+2% +$30.3K 0.41% 49
2023
Q1 		$1.24M Buy
7,611
+234
+3% +$39.2K 0.45% 45
2022
Q4 		$1.06M Hold
7,377
– – 0.5% 41
2022
Q3 		$1.06M Buy
7,377
+5,307
+256% +$809K 0.5% 41
2022
Q2 		$303K Buy
2,070
+102
+5% +$16.9K 0.16% 111
2022
Q1 		$320K Sell
1,968
-160
-8% -$22.9K 0.16% 114
2021
Q4 		$250K Hold
2,128
– – 0.13% 130
2021
Q3 		$216K Sell
2,128
-510
-19% -$50.9K 0.12% 143
2021
Q2 		$269K Buy
2,638
+766
+41% +$80.9K 0.15% 123
2021
Q1 		$196K Sell
1,872
-1,410
-43% -$138K 0.13% 140
2020
Q4 		$277K Sell
3,282
-175
-5% -$14.2K 0.21% 89
2020
Q3 		$249K Hold
3,457
– – 0.26% 92
2020
Q2 		$303K Buy
3,457
+38
+1% +$3.4K 0.35% 73
2020
Q1 		$246K Sell
3,419
-15
-0.4% -$1.48K 0.25% 78
2019
Q4 		$414K Buy
+3,434
New +$404K 0.39% 61

Other funds holding CVX

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Key Financial Inc's CVX Position: Q1 2026 in Review

Key Financial Inc increased its Chevron (CVX) stake by 3.8% in Q1 2026, buying an estimated $66.2K and bringing the position to 9,793 shares worth $2.03M. The position accounts for 0.36% of the portfolio, ranked #56.

Key Financial Inc first reported a position in CVX in Q4 2019 and has held it in 26 quarters since. 4,265 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Key Financial Inc held 9,793 shares of Chevron worth $2.03M as of Q1 2026.
  • Key Financial Inc bought 363 Chevron shares in Q1 2026, an estimated $66.2K.
  • Chevron made up 0.36% of Key Financial Inc's portfolio in Q1 2026, its #56 holding.
  • Key Financial Inc first reported a position in Chevron in Q4 2019 and has held it in 26 quarters since.
  • 4,265 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Key Financial Inc's 13F filing for Q1 2026, filed 24 Apr 2026.