Kiker Wealth Management’s Chevron CVX Stock Holding History

Kiker 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	$2.4M	Buy	14,458 +7,314	+102%	+$1.36M	0.94%	26
2026 Q1	$1.48M	Buy	+7,144	New	+$1.3M	0.71%	27
2025 Q4	–	Sell	-7,161	Closed	-$1.11M	–	35
2025 Q3	$1.11M	Buy	7,161 +5,287	+282%	+$819K	0.56%	42
2025 Q2	$268K	Sell	1,874 -353	-16%	-$49.8K	0.15%	84
2025 Q1	$373K	Buy	2,227 +580	+35%	+$90.8K	0.25%	71
2024 Q4	$239K	Buy	+1,647	New	+$252K	0.19%	82

Other funds holding CVX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

Kiker Wealth Management increased its Chevron (CVX) stake by 102% in Q2 2026, buying an estimated $1.36M and bringing the position to 14,458 shares worth $2.4M. The position accounts for 0.94% of the portfolio, ranked #26.

Kiker Wealth Management first reported a position in CVX in Q4 2024 and has held it in 6 quarters since. 4,110 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

Kiker Wealth Management held 14,458 shares of Chevron worth $2.4M as of Q2 2026.
Kiker Wealth Management bought 7,314 Chevron shares in Q2 2026, an estimated $1.36M.
Chevron made up 0.94% of Kiker Wealth Management's portfolio in Q2 2026, its #26 holding.
Kiker Wealth Management first reported a position in Chevron in Q4 2024 and has held it in 6 quarters since.
4,110 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Kiker Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.