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Kinloch Capital’s Chevron CVX Stock Holding History

Kinloch Capital’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 		$6.09M Buy
29,436
+3,187
+12% +$581K 2.48% 5
2025
Q4 		$4M Buy
26,249
+340
+1% +$51.8K 1.72% 26
2025
Q3 		$4.02M Buy
25,909
+319
+1% +$49.4K 1.76% 25
2025
Q2 		$3.66M Buy
25,590
+890
+4% +$125K 1.71% 29
2025
Q1 		$4.13M Buy
24,700
+201
+0.8% +$31.5K 1.98% 14
2024
Q4 		$3.55M Buy
24,499
+919
+4% +$141K 1.78% 29
2024
Q3 		$3.47M Sell
23,580
-727
-3% -$108K 1.68% 35
2024
Q2 		$3.8M Sell
24,307
-134
-0.5% -$21.4K 1.98% 18
2024
Q1 		$3.86M Buy
24,441
+2,729
+13% +$412K 1.98% 18
2023
Q4 		$3.24M Sell
21,712
-547
-2% -$82.7K 2.06% 19
2023
Q3 		$3.75M Sell
22,259
-93
-0.4% -$15K 2.35% 10
2023
Q2 		$3.52M Sell
22,352
-325
-1% -$52.1K 2.1% 19
2023
Q1 		$3.7M Sell
22,677
-5,020
-18% -$842K 2.16% 8
2022
Q4 		$4.97M Buy
27,697
+627
+2% +$109K 2.89% 5
2022
Q3 		$3.89M Buy
27,070
+317
+1% +$48.3K 2.57% 5
2022
Q2 		$3.87M Buy
26,753
+865
+3% +$143K 2.5% 5
2022
Q1 		$4.21M Buy
25,888
+1,677
+7% +$241K 2.52% 6
2021
Q4 		$2.84M Buy
24,211
+1,214
+5% +$138K 1.76% 23
2021
Q3 		$2.33M Buy
22,997
+1,834
+9% +$183K 1.65% 34
2021
Q2 		$2.22M Buy
21,163
+567
+3% +$59.9K 1.59% 33
2021
Q1 		$2.16M Buy
20,596
+1,209
+6% +$118K 1.66% 30
2020
Q4 		$1.64M Buy
+19,387
New +$1.57M 1.38% 44

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

Kinloch Capital's CVX Position: Q1 2026 in Review

Kinloch Capital increased its Chevron (CVX) stake by 12% in Q1 2026, buying an estimated $581K and bringing the position to 29,436 shares worth $6.09M. The position accounts for 2.48% of the portfolio, ranked #5.

Kinloch Capital first reported a position in CVX in Q4 2020 and has held it in 22 quarters since. 4,270 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Kinloch Capital held 29,436 shares of Chevron worth $6.09M as of Q1 2026.
  • Kinloch Capital bought 3,187 Chevron shares in Q1 2026, an estimated $581K.
  • Chevron made up 2.48% of Kinloch Capital's portfolio in Q1 2026, its #5 holding.
  • Kinloch Capital first reported a position in Chevron in Q4 2020 and has held it in 22 quarters since.
  • 4,270 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Kinloch Capital's 13F filing for Q1 2026, filed 15 May 2026.