Keynote Financial Services’s Chevron CVX Stock Holding History

Keynote Financial Services’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	$854K	Sell	5,150 -275	-5%	-$51.2K	0.4%	68
2026 Q1	$1.12M	Sell	5,425 -48	-0.9%	-$8.75K	0.6%	50
2025 Q4	$834K	Buy	5,473 +155	+3%	+$23.6K	0.47%	67
2025 Q3	$826K	Sell	5,318 -20	-0.4%	-$3.1K	0.5%	61
2025 Q2	$764K	Buy	5,338 +90	+2%	+$12.7K	0.51%	58
2025 Q1	$878K	Hold	5,248	–	–	0.63%	47
2024 Q4	$760K	Hold	5,248	–	–	0.58%	51
2024 Q3	$773K	Hold	5,248	–	–	0.59%	50
2024 Q2	$821K	Hold	5,248	–	–	0.69%	46
2024 Q1	$828K	Buy	+5,248	New	+$792K	0.69%	46

Other funds holding CVX

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

Bank of New York Mellon New York $609B AUM 40.19% 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

Keynote Financial Services's CVX Position: Q2 2026 in Review

Keynote Financial Services reduced its Chevron (CVX) stake by 5.1% in Q2 2026, selling an estimated $51.2K and leaving 5,150 shares worth $854K. The position accounts for 0.4% of the portfolio, ranked #68.

Keynote Financial Services first reported a position in CVX in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.12M in Q1 2026. 2,592 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

Keynote Financial Services held 5,150 shares of Chevron worth $854K as of Q2 2026.
Keynote Financial Services sold 275 Chevron shares in Q2 2026, an estimated $51.2K.
Chevron made up 0.4% of Keynote Financial Services's portfolio in Q2 2026, its #68 holding.
Keynote Financial Services first reported a position in Chevron in Q1 2024 and has held it in 10 quarters since.
Keynote Financial Services's Chevron position peaked at $1.12M in Q1 2026.
2,592 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Keynote Financial Services's 13F filing for Q2 2026, filed 3 Aug 2026.