KF
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KKM Financial’s Chevron CVX Stock Holding History

KKM Financial’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 		$269K Sell
1,624
-219
-12% -$40.8K 0.04% 158
2026
Q1 		$281K Hold
1,843
– – 0.05% 156
2025
Q4 		$281K Hold
1,843
– – 0.05% 156
2025
Q3 		$286K Hold
1,843
– – 0.09% 120
2025
Q2 		$264K Hold
1,843
– – 0.09% 138
2025
Q1 		$308K Hold
1,843
– – 0.13% 118
2024
Q4 		$267K Hold
1,843
– – 0.11% 130
2024
Q3 		$271K Hold
1,843
– – 0.13% 123
2024
Q2 		$288K Hold
1,843
– – 0.14% 127
2024
Q1 		$291K Hold
1,843
– – 0.14% 124
2023
Q4 		$275K Buy
+1,843
New +$279K 0.17% 104

Other funds holding CVX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

KKM Financial's CVX Position: Q2 2026 in Review

KKM Financial reduced its Chevron (CVX) stake by 12% in Q2 2026, selling an estimated $40.8K and leaving 1,624 shares worth $269K. The position accounts for 0.04% of the portfolio, ranked #158.

KKM Financial first reported a position in CVX in Q4 2023 and has held it in 11 quarters since. The position peaked at $308K in Q1 2025. 4,123 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • KKM Financial held 1,624 shares of Chevron worth $269K as of Q2 2026.
  • KKM Financial sold 219 Chevron shares in Q2 2026, an estimated $40.8K.
  • Chevron made up 0.04% of KKM Financial's portfolio in Q2 2026, its #158 holding.
  • KKM Financial first reported a position in Chevron in Q4 2023 and has held it in 11 quarters since.
  • KKM Financial's Chevron position peaked at $308K in Q1 2025.
  • 4,123 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on KKM Financial's 13F filing for Q2 2026, filed 14 Aug 2026.