KWS
CVX icon

Keystone Wealth Services’s Chevron CVX Stock Holding History

Keystone Wealth 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 		$6.88M Sell
41,526
-103
-0.2% -$19.2K 1.28% 14
2026
Q1 		$8.61M Sell
41,629
-788
-2% -$144K 1.84% 9
2025
Q4 		$6.46M Buy
42,417
+1,018
+2% +$155K 1.36% 17
2025
Q3 		$6.43M Buy
41,399
+39,981
+2,820% +$6.19M 1.4% 13
2025
Q2 		$203K Buy
1,418
+5
+0.4% +$705 0.05% 273
2025
Q1 		$236K Buy
+1,413
New +$221K 0.06% 237
2024
Q3 		– Sell
-1,581
Closed -$247K – 255
2024
Q2 		$247K Buy
1,581
+9
+0.6% +$1.44K 0.08% 203
2024
Q1 		$248K Buy
1,572
+2
+0.1% +$302 0.08% 189
2023
Q4 		$234K Buy
1,570
+4
+0.3% +$605 0.08% 192
2023
Q3 		$264K Sell
1,566
-121
-7% -$19.5K 0.1% 172
2023
Q2 		$265K Buy
1,687
+7
+0.4% +$1.12K 0.1% 169
2023
Q1 		$274K Buy
1,680
+21
+1% +$3.52K 0.11% 158
2022
Q4 		$298K Sell
1,659
-70
-4% -$12.2K 0.13% 143
2022
Q3 		$248K Sell
1,729
-15
-0.9% -$2.29K 0.12% 138
2022
Q2 		$253K Buy
1,744
+5
+0.3% +$827 0.11% 141
2022
Q1 		$283K Buy
+1,739
New +$249K 0.11% 141

Other funds holding CVX

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
HighTower Advisors
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
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return

Keystone Wealth Services's CVX Position: Q2 2026 in Review

Keystone Wealth Services reduced its Chevron (CVX) stake by 0.25% in Q2 2026, selling an estimated $19.2K and leaving 41,526 shares worth $6.88M. The position accounts for 1.28% of the portfolio, ranked #14.

Keystone Wealth Services first reported a position in CVX in Q1 2022 and has held it in 16 quarters since. The position peaked at $8.61M in Q1 2026. 2,430 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Keystone Wealth Services held 41,526 shares of Chevron worth $6.88M as of Q2 2026.
  • Keystone Wealth Services sold 103 Chevron shares in Q2 2026, an estimated $19.2K.
  • Chevron made up 1.28% of Keystone Wealth Services's portfolio in Q2 2026, its #14 holding.
  • Keystone Wealth Services first reported a position in Chevron in Q1 2022 and has held it in 16 quarters since.
  • Keystone Wealth Services's Chevron position peaked at $8.61M in Q1 2026.
  • 2,430 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Keystone Wealth Services's 13F filing for Q2 2026, filed 5 Aug 2026.