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Kohmann Bosshard Financial Services’s Chevron CVX Stock Holding History

Kohmann Bosshard Financial Services’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 		– Sell
-1,047
Closed -$217K – 233
2026
Q1 		$217K Sell
1,047
-54
-5% -$9.85K 0.02% 194
2025
Q4 		$168K Sell
1,101
-360
-25% -$54.8K 0.02% 314
2025
Q3 		$227K Sell
1,461
-182
-11% -$28.2K 0.02% 203
2025
Q2 		$235K Buy
1,643
+80
+5% +$11.3K 0.03% 173
2025
Q1 		$262K Sell
1,563
-370
-19% -$57.9K 0.03% 178
2024
Q4 		$280K Buy
1,933
+8
+0.4% +$1.23K 0.03% 160
2024
Q3 		$283K Sell
1,925
-324
-14% -$48.2K 0.04% 166
2024
Q2 		$352K Sell
2,249
-329
-13% -$52.5K 0.05% 140
2024
Q1 		$407K Buy
2,578
+392
+18% +$59.2K 0.06% 129
2023
Q4 		$326K Buy
2,186
+1
+0% +$151 0.05% 142
2023
Q3 		$368K Sell
2,185
-59
-3% -$9.53K 0.06% 121
2023
Q2 		$353K Buy
2,244
+338
+18% +$54.2K 0.06% 123
2023
Q1 		$311K Buy
1,906
+78
+4% +$13.1K 0.06% 116
2022
Q4 		$328K Sell
1,828
-6
-0.3% -$1.05K 0.07% 105
2022
Q3 		$263K Buy
1,834
+45
+3% +$6.86K 0.06% 106
2022
Q2 		$259K Buy
1,789
+359
+25% +$59.3K 0.06% 111
2022
Q1 		$233K Buy
+1,430
New +$205K 0.05% 119
2019
Q3 		– Sell
-1,075
Closed -$134K – 114
2019
Q2 		$134K Buy
+1,075
New +$130K 0.06% 94
2017
Q1 		$125K Buy
+1,163
New +$130K 0.11% 75

Other funds holding CVX

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

Kohmann Bosshard Financial Services's CVX Position: Q2 2026 in Review

Kohmann Bosshard Financial Services sold out of Chevron (CVX) in Q2 2026, closing a stake of 1,047 shares — an estimated $217K sold.

Kohmann Bosshard Financial Services first reported a position in CVX in Q1 2017 and held it in 19 quarters. The position peaked at $407K in Q1 2024. 1,510 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Kohmann Bosshard Financial Services reported no remaining Chevron position as of Q2 2026 after selling out during the quarter.
  • Kohmann Bosshard Financial Services sold 1,047 Chevron shares in Q2 2026, an estimated $217K.
  • Kohmann Bosshard Financial Services first reported a position in Chevron in Q1 2017 and held it in 19 quarters.
  • Kohmann Bosshard Financial Services's Chevron position peaked at $407K in Q1 2024.
  • 1,510 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Kohmann Bosshard Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.