Keystone Financial Group (Kentucky)’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $6.06M | Buy |
29,310
+3,416
| +13% | +$623K | 0.42% | 48 |
|
|
2025
Q4 | $3.95M | Buy |
25,894
+854
| +3% | +$130K | 0.29% | 64 |
|
|
2025
Q3 | $3.89M | Buy |
25,040
+3,313
| +15% | +$513K | 0.3% | 61 |
|
|
2025
Q2 | $3.11M | Buy |
21,727
+2,469
| +13% | +$348K | 0.28% | 73 |
|
|
2025
Q1 | $3.22M | Buy |
19,258
+2,369
| +14% | +$371K | 0.33% | 67 |
|
|
2024
Q4 | $2.45M | Buy |
16,889
+1,117
| +7% | +$171K | 0.24% | 82 |
|
|
2024
Q3 | $2.32M | Buy |
15,772
+1,645
| +12% | +$245K | 0.3% | 65 |
|
|
2024
Q2 | $2.21M | Buy |
14,127
+1,221
| +9% | +$195K | 0.79% | 25 |
|
|
2024
Q1 | $2.04M | Buy |
12,906
+1,689
| +15% | +$255K | 0.3% | 69 |
|
|
2023
Q4 | $1.67M | Sell |
11,217
-523
| -4% | -$79.1K | 0.29% | 69 |
|
|
2023
Q3 | $1.98M | Buy |
11,740
+951
| +9% | +$154K | 0.33% | 63 |
|
|
2023
Q2 | $1.7M | Buy |
+10,789
| New | +$1.73M | 0.29% | 68 |
|
|
2022
Q4 | $1.85M | Buy |
10,291
+569
| +6% | +$99.3K | 0.36% | 64 |
|
|
2022
Q3 | $1.4M | Buy |
9,722
+548
| +6% | +$83.6K | 0.28% | 76 |
|
|
2022
Q2 | $1.33M | Buy |
9,174
+687
| +8% | +$114K | 0.26% | 82 |
|
|
2022
Q1 | $1.38M | Sell |
8,487
-29
| -0.3% | -$4.16K | 0.23% | 85 |
|
|
2021
Q4 | $999K | Sell |
8,516
-216
| -2% | -$24.5K | 0.16% | 108 |
|
|
2021
Q3 | $886K | Buy |
8,732
+737
| +9% | +$73.5K | 0.16% | 115 |
|
|
2021
Q2 | $837K | Buy |
7,995
+319
| +4% | +$33.7K | 0.15% | 122 |
|
|
2021
Q1 | $804K | Sell |
7,676
-133
| -2% | -$13K | 0.16% | 122 |
|
|
2020
Q4 | $659K | Sell |
7,809
-2,984
| -28% | -$242K | 0.14% | 127 |
|
|
2020
Q3 | $777K | Buy |
10,793
+53
| +0.5% | +$4.46K | 0.19% | 107 |
|
|
2020
Q2 | $958K | Buy |
10,740
+1,113
| +12% | +$99.6K | 0.26% | 90 |
|
|
2020
Q1 | $698K | Sell |
9,627
-1,397
| -13% | -$138K | 0.23% | 97 |
|
|
2019
Q4 | $1.33M | Buy |
11,024
+5
| +0% | +$589 | 0.36% | 68 |
|
|
2019
Q3 | $1.31M | Sell |
11,019
-194
| -2% | -$23.6K | 0.4% | 59 |
|
|
2019
Q2 | $1.4M | Buy |
11,213
+412
| +4% | +$49.8K | 0.45% | 55 |
|
|
2019
Q1 | $1.33M | Buy |
10,801
+5,006
| +86% | +$592K | 0.47% | 55 |
|
|
2018
Q4 | $630K | Sell |
5,795
-253
| -4% | -$29.3K | 0.28% | 93 |
|
|
2018
Q3 | $752K | Buy |
6,048
+2,691
| +80% | +$326K | 0.31% | 85 |
|
|
2018
Q2 | $417K | Sell |
3,357
-160
| -5% | -$19.9K | 0.23% | 98 |
|
|
2018
Q1 | $395K | Buy |
3,517
+288
| +9% | +$34.4K | 0.22% | 95 |
|
|
2017
Q4 | $415K | Buy |
+3,229
| New | +$383K | 0.26% | 71 |
|
Other funds holding CVX
VCM
VPM
Keystone Financial Group (Kentucky)'s CVX Position: Q1 2026 in Review
Keystone Financial Group (Kentucky) increased its Chevron (CVX) stake by 13% in Q1 2026, buying an estimated $623K and bringing the position to 29,310 shares worth $6.06M. The position accounts for 0.42% of the portfolio, ranked #48.
Keystone Financial Group (Kentucky) first reported a position in CVX in Q4 2017 and has held it in 33 quarters since. 4,268 funds tracked by Wall St. Rank hold CVX as of Q1 2026.
- Keystone Financial Group (Kentucky) held 29,310 shares of Chevron worth $6.06M as of Q1 2026.
- Keystone Financial Group (Kentucky) bought 3,416 Chevron shares in Q1 2026, an estimated $623K.
- Chevron made up 0.42% of Keystone Financial Group (Kentucky)'s portfolio in Q1 2026, its #48 holding.
- Keystone Financial Group (Kentucky) first reported a position in Chevron in Q4 2017 and has held it in 33 quarters since.
- 4,268 funds tracked by Wall St. Rank held Chevron as of Q1 2026.
Based on Keystone Financial Group (Kentucky)'s 13F filing for Q1 2026, filed 13 May 2026.