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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
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

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

Kooman & Associates's CVX Position: Q1 2026 in Review

Kooman & Associates increased its Chevron (CVX) stake by 45% in Q1 2026, buying an estimated $148K and bringing the position to 2,614 shares worth $541K. The position accounts for 0.16% of the portfolio, ranked #26.

Kooman & Associates first reported a position in CVX in Q4 2022 and has held it in 14 quarters since. 4,265 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Kooman & Associates held 2,614 shares of Chevron worth $541K as of Q1 2026.
  • Kooman & Associates bought 811 Chevron shares in Q1 2026, an estimated $148K.
  • Chevron made up 0.16% of Kooman & Associates's portfolio in Q1 2026, its #26 holding.
  • Kooman & Associates first reported a position in Chevron in Q4 2022 and has held it in 14 quarters since.
  • 4,265 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Kooman & Associates's 13F filing for Q1 2026, filed 21 Apr 2026.