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KG&L Capital Management’s Chevron CVX Stock Holding History

KG&L Capital 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
Q1 		$1.12M Sell
5,642
-10,410
-65% -$1.9M 0.81% 34
2025
Q4 		$2.46M Buy
16,052
+5,100
+47% +$777K 0.61% 37
2025
Q3 		$1.71M Sell
10,952
-845
-7% -$131K 0.46% 55
2025
Q2 		$1.71M Sell
11,797
-358
-3% -$50.5K 0.5% 47
2025
Q1 		$2.03M Sell
12,155
-2,421
-17% -$379K 0.66% 35
2024
Q4 		$2.13M Buy
14,576
+1,348
+10% +$206K 0.69% 35
2024
Q3 		$1.97M Buy
13,228
+1,957
+17% +$291K 0.63% 35
2024
Q2 		$1.77M Buy
11,271
+661
+6% +$105K 0.61% 36
2024
Q1 		$1.68M Sell
10,610
-1,079
-9% -$163K 0.67% 35
2023
Q4 		$1.76M Buy
11,689
+3,105
+36% +$470K 0.74% 29
2023
Q3 		$1.44M Sell
8,584
-1,210
-12% -$195K 0.7% 34
2023
Q2 		$1.54M Buy
9,794
+42
+0.4% +$6.73K 0.74% 31
2023
Q1 		$1.59M Buy
9,752
+2,624
+37% +$440K 0.83% 26
2022
Q4 		$1.28M Sell
7,128
-206
-3% -$35.9K 0.74% 31
2022
Q3 		$1.05M Buy
7,334
+88
+1% +$13.4K 0.6% 41
2022
Q2 		$1.05M Sell
7,246
-579
-7% -$95.7K 0.57% 45
2022
Q1 		$1.27M Sell
7,825
-10,514
-57% -$1.51M 0.53% 51
2021
Q4 		$2.15M Sell
18,339
-329
-2% -$37.4K 0.87% 30
2021
Q3 		$1.89M Sell
18,668
-453
-2% -$45.2K 0.83% 35
2021
Q2 		$2M Buy
19,121
+1,208
+7% +$128K 0.91% 32
2021
Q1 		$1.88M Sell
17,913
-280
-2% -$27.3K 0.93% 31
2020
Q4 		$1.54M Buy
18,193
+6,791
+60% +$550K 0.84% 28
2020
Q3 		$820K Sell
11,402
-3,833
-25% -$322K 0.51% 47
2020
Q2 		$1.36M Buy
15,235
+215
+1% +$19.2K 1.04% 31
2020
Q1 		$1.09M Buy
15,020
+2,123
+16% +$210K 1.08% 28
2019
Q4 		$1.55M Buy
12,897
+1,937
+18% +$228K 1.32% 17
2019
Q3 		$1.3M Buy
10,960
+54
+0.5% +$6.56K 1.18% 21
2019
Q2 		$1.36M Sell
10,906
-159
-1% -$19.2K 1.29% 16
2019
Q1 		$1.36M Buy
11,065
+168
+2% +$19.9K 1.38% 16
2018
Q4 		$1.19M Buy
+10,897
New +$1.26M 1.33% 17

Other funds holding CVX

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

KG&L Capital Management's CVX Position: Q1 2026 in Review

KG&L Capital Management reduced its Chevron (CVX) stake by 65% in Q1 2026, selling an estimated $1.9M and leaving 5,642 shares worth $1.12M. The position accounts for 0.81% of the portfolio, ranked #34.

KG&L Capital Management first reported a position in CVX in Q4 2018 and has held it in 30 quarters since. The position peaked at $2.46M in Q4 2025. 4,267 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • KG&L Capital Management held 5,642 shares of Chevron worth $1.12M as of Q1 2026.
  • KG&L Capital Management sold 10,410 Chevron shares in Q1 2026, an estimated $1.9M.
  • Chevron made up 0.81% of KG&L Capital Management's portfolio in Q1 2026, its #34 holding.
  • KG&L Capital Management first reported a position in Chevron in Q4 2018 and has held it in 30 quarters since.
  • KG&L Capital Management's Chevron position peaked at $2.46M in Q4 2025.
  • 4,267 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on KG&L Capital Management's 13F filing for Q1 2026, filed 23 Apr 2026.