KDA
CVX icon

Kraft Davis & Associates’s Chevron CVX Stock Holding History

Kraft Davis & 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
Q2 		$396K Buy
2,252
+15
+0.7% +$2.79K 0.08% 103
2026
Q1 		$432K Sell
2,237
-11
-0.5% -$2.01K 0.09% 95
2025
Q4 		$368K Buy
+2,248
New +$342K 0.08% 113
2024
Q1 		– Sell
-5,393
Closed -$799K – 138
2023
Q4 		$799K Buy
5,393
+4,149
+334% +$628K 0.24% 56
2023
Q3 		$207K Buy
+1,244
New +$201K 0.08% 105
2022
Q4 		$204K Buy
+1,212
New +$212K 0.08% 96

Other funds holding CVX

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
AACR
ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return

Kraft Davis & Associates's CVX Position: Q2 2026 in Review

Kraft Davis & Associates increased its Chevron (CVX) stake by 0.67% in Q2 2026, buying an estimated $2.79K and bringing the position to 2,252 shares worth $396K. The position accounts for 0.08% of the portfolio, ranked #103.

Kraft Davis & Associates first reported a position in CVX in Q4 2022 and has held it in 6 quarters since. The position peaked at $799K in Q4 2023. 2,445 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Kraft Davis & Associates held 2,252 shares of Chevron worth $396K as of Q2 2026.
  • Kraft Davis & Associates bought 15 Chevron shares in Q2 2026, an estimated $2.79K.
  • Chevron made up 0.08% of Kraft Davis & Associates's portfolio in Q2 2026, its #103 holding.
  • Kraft Davis & Associates first reported a position in Chevron in Q4 2022 and has held it in 6 quarters since.
  • Kraft Davis & Associates's Chevron position peaked at $799K in Q4 2023.
  • 2,445 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Kraft Davis & Associates's 13F filing for Q2 2026, filed 9 Jul 2026.