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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
2017
Q3 		– Sell
-5,000
Closed -$1K – 375
2017
Q2 		$1K Sell
5,000
-1,500
-23% -$159K ﹤0.01% 330
2017
Q1 		$1K Buy
+6,500
New +$729K ﹤0.01% 283

Other funds holding CVX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Kingsview Wealth Management's CVX Position: Q2 2026 in Review

Kingsview Wealth Management reduced its Chevron (CVX) stake by 2.4% in Q2 2026, selling an estimated $604K and leaving 133,708 shares worth $22.2M. The position accounts for 0.27% of the portfolio, ranked #63.

Kingsview Wealth Management first reported a position in CVX in Q1 2017 and has held it in 38 quarters since. The position peaked at $28.3M in Q1 2026. 4,141 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Kingsview Wealth Management held 133,708 shares of Chevron worth $22.2M as of Q2 2026.
  • Kingsview Wealth Management sold 3,244 Chevron shares in Q2 2026, an estimated $604K.
  • Chevron made up 0.27% of Kingsview Wealth Management's portfolio in Q2 2026, its #63 holding.
  • Kingsview Wealth Management first reported a position in Chevron in Q1 2017 and has held it in 38 quarters since.
  • Kingsview Wealth Management's Chevron position peaked at $28.3M in Q1 2026.
  • 4,141 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.