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
2020 Q2	–	Sell	-500	Closed	-$36K	–	223
2020 Q1	$36K	Buy	+500	New	+$49.4K	0.01%	190

Other funds holding CVX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Krilogy Financial's CVX Position: Q2 2026 in Review

Krilogy Financial increased its Chevron (CVX) stake by 42% in Q2 2026, buying an estimated $1.25M and bringing the position to 22,765 shares worth $3.77M. The position accounts for 0.11% of the portfolio, ranked #154.

Krilogy Financial first reported a position in CVX in Q3 2015 and has held it in 44 quarters since. 4,123 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

Krilogy Financial held 22,765 shares of Chevron worth $3.77M as of Q2 2026.
Krilogy Financial bought 6,732 Chevron shares in Q2 2026, an estimated $1.25M.
Chevron made up 0.11% of Krilogy Financial's portfolio in Q2 2026, its #154 holding.
Krilogy Financial first reported a position in Chevron in Q3 2015 and has held it in 44 quarters since.
4,123 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Krilogy Financial's 13F filing for Q2 2026, filed 27 Jul 2026.