KLCM
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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
2019
Q1 		– Sell
-1,000
Closed -$22K – 94
2018
Q4 		$22K Buy
+1,000
New +$116K 0.02% 101

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. 4,270 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.
  • 4,270 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.