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

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.