KJWM
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Kiley Juergens Wealth Management’s Chevron CVX Stock Holding History

Kiley Juergens 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 		$1.98M Sell
11,935
-1,476
-11% -$275K 0.31% 63
2026
Q1 		$2.77M Sell
13,411
-52
-0.4% -$9.48K 0.49% 42
2025
Q4 		$2.05M Sell
13,463
-250
-2% -$38.1K 0.44% 40
2025
Q3 		$2.13M Sell
13,713
-410
-3% -$63.5K 0.47% 39
2025
Q2 		$2.02M Sell
14,123
-1
-0% -$141 0.47% 39
2025
Q1 		$2.36M Buy
14,124
+690
+5% +$108K 0.63% 35
2024
Q4 		$1.95M Sell
13,434
-230
-2% -$35.2K 0.49% 36
2024
Q3 		$2.01M Sell
13,664
-344
-2% -$51.2K 0.52% 37
2024
Q2 		$2.19M Buy
14,008
+275
+2% +$43.9K 0.61% 34
2024
Q1 		$2.17M Sell
13,733
-434
-3% -$65.5K 0.67% 31
2023
Q4 		$2.11M Sell
14,167
-682
-5% -$103K 0.71% 32
2023
Q3 		$2.5M Buy
14,849
+213
+1% +$34.4K 0.9% 28
2023
Q2 		$2.3M Buy
14,636
+316
+2% +$50.7K 0.79% 28
2023
Q1 		$2.34M Sell
14,320
-163
-1% -$27.3K 0.87% 28
2022
Q4 		$2.6M Buy
14,483
+818
+6% +$143K 1.09% 23
2022
Q3 		$1.96M Buy
13,665
+105
+0.8% +$16K 0.92% 27
2022
Q2 		$1.96M Buy
+13,560
New +$2.24M 0.93% 26
2020
Q4 		– Sell
-10,261
Closed -$738K – 53
2020
Q3 		$738K Sell
10,261
-1,527
-13% -$128K 0.54% 31
2020
Q2 		$1.05M Sell
11,788
-132
-1% -$11.8K 0.88% 26
2020
Q1 		$863K Buy
11,920
+319
+3% +$31.5K 0.89% 25
2019
Q4 		$1.4M Buy
11,601
+763
+7% +$89.9K 1.23% 22
2019
Q3 		$1.28M Buy
10,838
+146
+1% +$17.7K 1.41% 20
2019
Q2 		$1.33M Buy
+10,692
New +$1.29M 1.5% 18
2018
Q4 		– Sell
-9,464
Closed -$1.16M – 171
2018
Q3 		$1.16M Sell
9,464
-94
-1% -$11.4K 0.86% 20
2018
Q2 		$1.21M Sell
9,558
-41
-0.4% -$5.09K 1.08% 16
2018
Q1 		$1.09M Buy
9,599
+152
+2% +$18.2K 1.19% 19
2017
Q4 		$1.18M Buy
+9,447
New +$1.12M 1.06% 20

Other funds holding CVX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Kiley Juergens Wealth Management's CVX Position: Q2 2026 in Review

Kiley Juergens Wealth Management reduced its Chevron (CVX) stake by 11% in Q2 2026, selling an estimated $275K and leaving 11,935 shares worth $1.98M. The position accounts for 0.31% of the portfolio, ranked #63.

Kiley Juergens Wealth Management first reported a position in CVX in Q4 2017 and has held it in 27 quarters since. The position peaked at $2.77M in Q1 2026. 4,123 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Kiley Juergens Wealth Management held 11,935 shares of Chevron worth $1.98M as of Q2 2026.
  • Kiley Juergens Wealth Management sold 1,476 Chevron shares in Q2 2026, an estimated $275K.
  • Chevron made up 0.31% of Kiley Juergens Wealth Management's portfolio in Q2 2026, its #63 holding.
  • Kiley Juergens Wealth Management first reported a position in Chevron in Q4 2017 and has held it in 27 quarters since.
  • Kiley Juergens Wealth Management's Chevron position peaked at $2.77M in Q1 2026.
  • 4,123 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Kiley Juergens Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.