Key Financial Inc
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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
Q3 		$1.77M Sell
8,656
-136
-2% -$26.8K 0.29% 67
2026
Q2 		$1.46M Sell
8,792
-1,001
-10% -$186K 0.24% 82
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Key Financial Inc's CVX Position: Q3 2026 in Review

Key Financial Inc reduced its Chevron (CVX) stake by 1.5% in Q3 2026, selling an estimated $26.8K and leaving 8,656 shares worth $1.77M. The position accounts for 0.29% of the portfolio, ranked #67.

Key Financial Inc first reported a position in CVX in Q4 2019 and has held it in 28 quarters since. The position peaked at $2.03M in Q1 2026. 2,811 funds tracked by Wall St. Rank hold CVX as of Q3 2026.

  • Key Financial Inc held 8,656 shares of Chevron worth $1.77M as of Q3 2026.
  • Key Financial Inc sold 136 Chevron shares in Q3 2026, an estimated $26.8K.
  • Chevron made up 0.29% of Key Financial Inc's portfolio in Q3 2026, its #67 holding.
  • Key Financial Inc first reported a position in Chevron in Q4 2019 and has held it in 28 quarters since.
  • Key Financial Inc's Chevron position peaked at $2.03M in Q1 2026.
  • 2,811 funds tracked by Wall St. Rank held Chevron as of Q3 2026.

Based on Key Financial Inc's 13F filing for Q3 2026, filed 2 Nov 2026.