KF
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Krilogy Financial’s Chevron CVX Stock Holding History

Krilogy 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 		$3.02M Buy
16,033
+3,006
+23% +$548K 0.1% 170
2025
Q4 		$2.18M Sell
13,027
-3,020
-19% -$460K 0.07% 204
2025
Q3 		$2.45M Buy
16,047
+5,304
+49% +$821K 0.09% 175
2025
Q2 		$1.54M Sell
10,743
-3,673
-25% -$518K 0.09% 154
2025
Q1 		$2.41M Buy
14,416
+26
+0.2% +$4.07K 0.16% 113
2024
Q4 		$2.08M Sell
14,390
-992
-6% -$152K 0.14% 123
2024
Q3 		$2.27M Sell
15,382
-277
-2% -$41.2K 0.16% 120
2024
Q2 		$2.45M Sell
15,659
-4,169
-21% -$665K 0.18% 107
2024
Q1 		$3.13M Buy
19,828
+5,592
+39% +$844K 0.24% 98
2023
Q4 		$2.12M Sell
14,236
-1,793
-11% -$271K 0.18% 108
2023
Q3 		$2.7M Buy
16,029
+5,063
+46% +$818K 0.25% 83
2023
Q2 		$1.73M Sell
10,966
-30
-0.3% -$4.81K 0.16% 115
2023
Q1 		$1.79M Buy
10,996
+668
+6% +$112K 0.15% 122
2022
Q4 		$1.85M Buy
10,328
+250
+2% +$43.6K 0.18% 103
2022
Q3 		$1.45M Buy
10,078
+433
+4% +$66K 0.17% 87
2022
Q2 		$1.4M Sell
9,645
-432
-4% -$71.4K 0.16% 88
2022
Q1 		$1.64M Buy
10,077
+3,255
+48% +$467K 0.17% 87
2021
Q4 		$801K Buy
6,822
+419
+7% +$47.6K 0.08% 153
2021
Q3 		$650K Buy
6,403
+1,608
+34% +$160K 0.06% 167
2021
Q2 		$502K Buy
4,795
+195
+4% +$20.6K 0.05% 183
2021
Q1 		$482K Buy
4,600
+98
+2% +$9.57K 0.05% 178
2020
Q4 		$380K Sell
4,502
-12,228
-73% -$990K 0.05% 196
2020
Q3 		$1.21M Buy
16,730
+2,198
+15% +$185K 0.17% 82
2020
Q2 		$1.3M Buy
14,532
+10,640
+273% +$953K 0.2% 74
2020
Q1 		$282K Buy
3,892
+268
+7% +$26.5K 0.05% 158
2019
Q4 		$437K Sell
3,624
-306
-8% -$36K 0.07% 135
2019
Q3 		$466K Buy
3,930
+258
+7% +$31.3K 0.08% 120
2019
Q2 		$457K Buy
3,672
+603
+20% +$72.9K 0.09% 115
2019
Q1 		$378K Sell
3,069
-969
-24% -$115K 0.08% 121
2018
Q4 		$439K Buy
4,038
+129
+3% +$14.9K 0.12% 81
2018
Q3 		$478K Buy
3,909
+1,166
+43% +$141K 0.11% 78
2018
Q2 		$347K Sell
2,743
-1,068
-28% -$133K 0.09% 101
2018
Q1 		$435K Buy
3,811
+147
+4% +$17.6K 0.1% 90
2017
Q4 		$459K Sell
3,664
-514
-12% -$61K 0.11% 84
2017
Q3 		$491K Sell
4,178
-820
-16% -$89.5K 0.13% 77
2017
Q2 		$521K Sell
4,998
-804
-14% -$85.2K 0.15% 67
2017
Q1 		$683K Hold
5,802
– – 0.21% 53
2016
Q4 		$683K Sell
5,802
-219
-4% -$23.8K 0.21% 53
2016
Q3 		$620K Sell
6,021
-62
-1% -$6.33K 0.2% 56
2016
Q2 		$638K Buy
6,083
+1,265
+26% +$127K 0.22% 58
2016
Q1 		$460K Buy
4,818
+882
+22% +$77.1K 0.19% 57
2015
Q4 		$354K Sell
3,936
-695
-15% -$62.7K 0.33% 40
2015
Q3 		$365K Buy
+4,631
New +$390K 0.17% 60

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

Krilogy Financial's CVX Position: Q1 2026 in Review

Krilogy Financial increased its Chevron (CVX) stake by 23% in Q1 2026, buying an estimated $548K and bringing the position to 16,033 shares worth $3.02M. The position accounts for 0.1% of the portfolio, ranked #170.

Krilogy Financial first reported a position in CVX in Q3 2015 and has held it in 43 quarters since. The position peaked at $3.13M in Q1 2024. 4,267 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Krilogy Financial held 16,033 shares of Chevron worth $3.02M as of Q1 2026.
  • Krilogy Financial bought 3,006 Chevron shares in Q1 2026, an estimated $548K.
  • Chevron made up 0.1% of Krilogy Financial's portfolio in Q1 2026, its #170 holding.
  • Krilogy Financial first reported a position in Chevron in Q3 2015 and has held it in 43 quarters since.
  • Krilogy Financial's Chevron position peaked at $3.13M in Q1 2024.
  • 4,267 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Krilogy Financial's 13F filing for Q1 2026, filed 17 Apr 2026.