Kilter Group’s Chevron CVX Stock Holding History

Kilter Group’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	$43.3K	Buy	210 +72	+52%	+$13.1K	0.02%	139
2025 Q4	$21K	Sell	138 -62	-31%	-$9.44K	0.01%	203
2025 Q3	$31K	Buy	200 +81	+68%	+$12.5K	0.01%	151
2025 Q2	$17.1K	Buy	+119	New	+$16.8K	0.01%	194

Other funds holding CVX

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Kilter Group's CVX Position: Q1 2026 in Review

Kilter Group increased its Chevron (CVX) stake by 52% in Q1 2026, buying an estimated $13.1K and bringing the position to 210 shares worth $43.3K. The position accounts for 0.02% of the portfolio, ranked #139.

Kilter Group first reported a position in CVX in Q2 2025 and has held it in 4 quarters since. 4,272 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

Kilter Group held 210 shares of Chevron worth $43.3K as of Q1 2026.
Kilter Group bought 72 Chevron shares in Q1 2026, an estimated $13.1K.
Chevron made up 0.02% of Kilter Group's portfolio in Q1 2026, its #139 holding.
Kilter Group first reported a position in Chevron in Q2 2025 and has held it in 4 quarters since.
4,272 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Kilter Group's 13F filing for Q1 2026, filed 14 May 2026.