Kingdom Financial Group’s Chevron CVX Stock Holding History

Kingdom Financial 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 Q2	$571K	Buy	3,442 +62	+2%	+$11.5K	0.15%	77
2026 Q1	$699K	Sell	3,380 -30	-0.9%	-$5.47K	0.2%	51
2025 Q4	$520K	Buy	3,410 +600	+21%	+$91.4K	0.16%	72
2025 Q3	$437K	Buy	+2,810	New	+$435K	0.27%	53
2025 Q2	–	Sell	-3,012	Closed	-$504K	–	60
2025 Q1	$504K	Hold	3,012	–	–	0.37%	26
2024 Q4	$436K	Hold	3,012	–	–	0.3%	30
2024 Q3	$444K	Sell	3,012 -743	-20%	-$111K	0.33%	28
2024 Q2	$587K	Sell	3,755 -375	-9%	-$59.8K	0.4%	27
2024 Q1	$651K	Sell	4,130 -1,571	-28%	-$237K	0.46%	26
2023 Q4	$850K	Sell	5,701 -664	-10%	-$100K	0.74%	29
2023 Q3	$1.07M	Buy	6,365 +903	+17%	+$146K	1.01%	21
2023 Q2	$860K	Buy	+5,462	New	+$876K	0.84%	23

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

Kingdom Financial Group's CVX Position: Q2 2026 in Review

Kingdom Financial Group increased its Chevron (CVX) stake by 1.8% in Q2 2026, buying an estimated $11.5K and bringing the position to 3,442 shares worth $571K. The position accounts for 0.15% of the portfolio, ranked #77.

Kingdom Financial Group first reported a position in CVX in Q2 2023 and has held it in 12 quarters since. The position peaked at $1.07M in Q3 2023. 4,126 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

Kingdom Financial Group held 3,442 shares of Chevron worth $571K as of Q2 2026.
Kingdom Financial Group bought 62 Chevron shares in Q2 2026, an estimated $11.5K.
Chevron made up 0.15% of Kingdom Financial Group's portfolio in Q2 2026, its #77 holding.
Kingdom Financial Group first reported a position in Chevron in Q2 2023 and has held it in 12 quarters since.
Kingdom Financial Group's Chevron position peaked at $1.07M in Q3 2023.
4,126 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Kingdom Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.