Kingswood Wealth Advisors’s Chevron CVX Stock Holding History

Kingswood Wealth Advisors’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	$5.39M	Sell	32,492 -456	-1%	-$84.9K	0.22%	110
2026 Q1	$6.82M	Buy	32,948 +3,377	+11%	+$616K	0.32%	64
2025 Q4	$4.51M	Buy	29,571 +900	+3%	+$137K	0.22%	103
2025 Q3	$4.45M	Buy	28,671 +6,608	+30%	+$1.02M	0.27%	93
2025 Q2	$3.16M	Buy	22,063 +1,655	+8%	+$233K	0.25%	92
2025 Q1	$3.42M	Sell	20,408 -4,331	-18%	-$678K	0.31%	71
2024 Q4	$3.58M	Sell	24,739 -14,398	-37%	-$2.2M	0.27%	78
2024 Q3	$5.76M	Buy	39,137 +12,651	+48%	+$1.88M	0.41%	49
2024 Q2	$4.14M	Buy	26,486 +4,407	+20%	+$703K	0.37%	53
2024 Q1	$3.48M	Buy	22,079 +8,557	+63%	+$1.29M	0.4%	50
2023 Q4	$2.02M	Buy	13,522 +10,196	+307%	+$1.54M	0.23%	100
2023 Q3	$3.84M	Sell	3,326 -1,735	-34%	-$280K	0.66%	32
2023 Q2	$796K	Buy	+5,061	New	+$811K	0.25%	97

Other funds holding CVX

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

AACR

ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return

Kingswood Wealth Advisors's CVX Position: Q2 2026 in Review

Kingswood Wealth Advisors reduced its Chevron (CVX) stake by 1.4% in Q2 2026, selling an estimated $84.9K and leaving 32,492 shares worth $5.39M. The position accounts for 0.22% of the portfolio, ranked #110.

Kingswood Wealth Advisors first reported a position in CVX in Q2 2023 and has held it in 13 quarters since. The position peaked at $6.82M in Q1 2026. 2,433 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

Kingswood Wealth Advisors held 32,492 shares of Chevron worth $5.39M as of Q2 2026.
Kingswood Wealth Advisors sold 456 Chevron shares in Q2 2026, an estimated $84.9K.
Chevron made up 0.22% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #110 holding.
Kingswood Wealth Advisors first reported a position in Chevron in Q2 2023 and has held it in 13 quarters since.
Kingswood Wealth Advisors's Chevron position peaked at $6.82M in Q1 2026.
2,433 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.