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Kooman & Associates’s Chevron CVX Stock Holding History

Kooman & Associates’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
Q3 		$476K Sell
2,333
-19
-0.8% -$3.74K 0.13% 33
2026
Q2 		$390K Sell
2,352
-262
-10% -$48.8K 0.1% 40
2026
Q1 		$541K Buy
2,614
+811
+45% +$148K 0.16% 26
2025
Q4 		$275K Sell
1,803
-799
-31% -$122K 0.08% 44
2025
Q3 		$404K Buy
2,602
+59
+2% +$9.14K 0.12% 34
2025
Q2 		$364K Sell
2,543
-41
-2% -$5.78K 0.12% 34
2025
Q1 		$432K Buy
2,584
+312
+14% +$48.8K 0.16% 29
2024
Q4 		$329K Sell
2,272
-100
-4% -$15.3K 0.12% 35
2024
Q3 		$349K Sell
2,372
-59
-2% -$8.78K 0.13% 32
2024
Q2 		$380K Buy
2,431
+534
+28% +$85.2K 0.15% 31
2024
Q1 		$299K Buy
1,897
+330
+21% +$49.8K 0.12% 32
2023
Q4 		$234K Sell
1,567
-183
-10% -$27.7K 0.1% 35
2023
Q3 		$295K Buy
1,750
+182
+12% +$29.4K 0.15% 30
2023
Q2 		$247K Buy
1,568
+158
+11% +$25.3K 0.12% 35
2023
Q1 		$230K Sell
1,410
-4
-0.3% -$671 0.12% 35
2022
Q4 		$254K Buy
+1,414
New +$247K 0.25% 32

Other funds holding CVX

Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Adams Natural Resources Fund
Adams Natural Resources Fund Baltimore, Maryland $857M AUM 41.76% 1-Year Est. Return
Quilter Plc
Quilter Plc London, United Kingdom $6.95B AUM 39.67% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Kooman & Associates's CVX Position: Q3 2026 in Review

Kooman & Associates reduced its Chevron (CVX) stake by 0.81% in Q3 2026, selling an estimated $3.74K and leaving 2,333 shares worth $476K. The position accounts for 0.13% of the portfolio, ranked #33.

Kooman & Associates first reported a position in CVX in Q4 2022 and has held it in 16 quarters since. The position peaked at $541K in Q1 2026. 1,302 funds tracked by Wall St. Rank hold CVX as of Q3 2026.

  • Kooman & Associates held 2,333 shares of Chevron worth $476K as of Q3 2026.
  • Kooman & Associates sold 19 Chevron shares in Q3 2026, an estimated $3.74K.
  • Chevron made up 0.13% of Kooman & Associates's portfolio in Q3 2026, its #33 holding.
  • Kooman & Associates first reported a position in Chevron in Q4 2022 and has held it in 16 quarters since.
  • Kooman & Associates's Chevron position peaked at $541K in Q1 2026.
  • 1,302 funds tracked by Wall St. Rank held Chevron as of Q3 2026.

Based on Kooman & Associates's 13F filing for Q3 2026, filed 21 Oct 2026.