KFG Wealth Management’s Chevron CVX Stock Holding History

KFG Wealth Management’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	$286K	Buy	1,728 +17	+1%	+$3.16K	0.03%	184
2026 Q1	$354K	Sell	1,711 -328	-16%	-$59.8K	0.05%	159
2025 Q4	$311K	Buy	2,039 +31	+2%	+$4.72K	0.04%	169
2025 Q3	$312K	Buy	2,008 +14	+0.7%	+$2.17K	0.05%	166
2025 Q2	$285K	Sell	1,994 -15	-0.7%	-$2.12K	0.05%	168
2025 Q1	$336K	Buy	2,009 +8	+0.4%	+$1.25K	0.06%	146
2024 Q4	$290K	Sell	2,001 -12	-0.6%	-$1.84K	0.05%	149
2024 Q3	$297K	Buy	2,013 +203	+11%	+$30.2K	0.06%	143
2024 Q2	$283K	Hold	1,810	–	–	0.11%	126
2024 Q1	$286K	Sell	1,810 -30	-2%	-$4.53K	0.12%	125
2023 Q4	$274K	Hold	1,840	–	–	0.13%	108
2023 Q3	$310K	Hold	1,840	–	–	0.17%	99
2023 Q2	$290K	Hold	1,840	–	–	0.17%	90
2023 Q1	$317K	Buy	1,840 +6	+0.3%	+$1.01K	0.22%	57
2022 Q4	$329K	Buy	+1,834	New	+$320K	0.34%	54

Other funds holding CVX

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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

DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return

KFG Wealth Management's CVX Position: Q2 2026 in Review

KFG Wealth Management increased its Chevron (CVX) stake by 0.99% in Q2 2026, buying an estimated $3.16K and bringing the position to 1,728 shares worth $286K. The position accounts for 0.03% of the portfolio, ranked #184.

KFG Wealth Management first reported a position in CVX in Q4 2022 and has held it in 15 quarters since. The position peaked at $354K in Q1 2026. 2,430 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

KFG Wealth Management held 1,728 shares of Chevron worth $286K as of Q2 2026.
KFG Wealth Management bought 17 Chevron shares in Q2 2026, an estimated $3.16K.
Chevron made up 0.03% of KFG Wealth Management's portfolio in Q2 2026, its #184 holding.
KFG Wealth Management first reported a position in Chevron in Q4 2022 and has held it in 15 quarters since.
KFG Wealth Management's Chevron position peaked at $354K in Q1 2026.
2,430 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on KFG Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.