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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
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

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

KKM Financial's CVX Position: Q1 2026 in Review

KKM Financial held its Chevron (CVX) position steady in Q1 2026 at 1,843 shares worth $281K. The position accounts for 0.05% of the portfolio, ranked #156.

KKM Financial first reported a position in CVX in Q4 2023 and has held it in 10 quarters since. The position peaked at $308K in Q1 2025. 4,266 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • KKM Financial held 1,843 shares of Chevron worth $281K as of Q1 2026.
  • KKM Financial left its Chevron share count unchanged in Q1 2026.
  • Chevron made up 0.05% of KKM Financial's portfolio in Q1 2026, its #156 holding.
  • KKM Financial first reported a position in Chevron in Q4 2023 and has held it in 10 quarters since.
  • KKM Financial's Chevron position peaked at $308K in Q1 2025.
  • 4,266 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on KKM Financial's 13F filing for Q1 2026, filed 15 May 2026.