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 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

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 $295B AUM 31.6% 1-Year Est. Return

Kingdom Financial Group's CVX Position: Q1 2026 in Review

Kingdom Financial Group reduced its Chevron (CVX) stake by 0.88% in Q1 2026, selling an estimated $5.47K and leaving 3,380 shares worth $699K. The position accounts for 0.2% of the portfolio, ranked #51.

Kingdom Financial Group first reported a position in CVX in Q2 2023 and has held it in 11 quarters since. The position peaked at $1.07M in Q3 2023. 4,268 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

Kingdom Financial Group held 3,380 shares of Chevron worth $699K as of Q1 2026.
Kingdom Financial Group sold 30 Chevron shares in Q1 2026, an estimated $5.47K.
Chevron made up 0.2% of Kingdom Financial Group's portfolio in Q1 2026, its #51 holding.
Kingdom Financial Group first reported a position in Chevron in Q2 2023 and has held it in 11 quarters since.
Kingdom Financial Group's Chevron position peaked at $1.07M in Q3 2023.
4,268 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Kingdom Financial Group's 13F filing for Q1 2026, filed 13 May 2026.