KWM
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Kingsview Wealth Management’s Chevron CVX Stock Holding History

Kingsview 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
2021
Q4 		– Sell
-100
Closed -$2K – 973
2021
Q3 		$2K Buy
+100
New +$9.97K ﹤0.01% 866
2018
Q4 		– Sell
-100
Closed -$1K – 391
2018
Q3 		$1K Buy
+100
New +$12.1K ﹤0.01% 387

Other funds holding CVX

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Geode Capital Management
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Kingsview Wealth Management's CVX Position: Q1 2026 in Review

Kingsview Wealth Management increased its Chevron (CVX) stake by 20% in Q1 2026, buying an estimated $4.15M and bringing the position to 136,952 shares worth $28.3M. The position accounts for 0.39% of the portfolio, ranked #45.

Kingsview Wealth Management first reported a position in CVX in Q1 2017 and has held it in 37 quarters since. 4,268 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Kingsview Wealth Management held 136,952 shares of Chevron worth $28.3M as of Q1 2026.
  • Kingsview Wealth Management bought 22,737 Chevron shares in Q1 2026, an estimated $4.15M.
  • Chevron made up 0.39% of Kingsview Wealth Management's portfolio in Q1 2026, its #45 holding.
  • Kingsview Wealth Management first reported a position in Chevron in Q1 2017 and has held it in 37 quarters since.
  • 4,268 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Kingsview Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.