Kuhn & Co Investment Counsel’s Chevron CVX Stock Holding History

Kuhn & Co Investment Counsel’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	$464K	Buy	2,802 +37	+1%	+$6.89K	0.27%	88
2026 Q1	$572K	Buy	2,765 +499	+22%	+$91K	0.37%	76
2025 Q4	$345K	Buy	2,266 +481	+27%	+$73.3K	0.23%	104
2025 Q3	$277K	Sell	1,785 -433	-20%	-$67.1K	0.22%	105
2025 Q2	$318K	Hold	2,218	–	–	0.24%	108
2025 Q1	$371K	Hold	2,218	–	–	0.31%	96
2024 Q4	$321K	Hold	2,218	–	–	0.27%	103
2024 Q3	$327K	Sell	2,218 -4	-0.2%	-$595	0.28%	102
2024 Q2	$348K	Sell	2,222 -663	-23%	-$106K	0.31%	98
2024 Q1	$455K	Sell	2,885 -24	-0.8%	-$3.62K	0.43%	81
2023 Q4	$434K	Buy	+2,909	New	+$440K	0.44%	79

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

Kuhn & Co Investment Counsel's CVX Position: Q2 2026 in Review

Kuhn & Co Investment Counsel increased its Chevron (CVX) stake by 1.3% in Q2 2026, buying an estimated $6.89K and bringing the position to 2,802 shares worth $464K. The position accounts for 0.27% of the portfolio, ranked #88.

Kuhn & Co Investment Counsel first reported a position in CVX in Q4 2023 and has held it in 11 quarters since. The position peaked at $572K in Q1 2026. 4,130 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

Kuhn & Co Investment Counsel held 2,802 shares of Chevron worth $464K as of Q2 2026.
Kuhn & Co Investment Counsel bought 37 Chevron shares in Q2 2026, an estimated $6.89K.
Chevron made up 0.27% of Kuhn & Co Investment Counsel's portfolio in Q2 2026, its #88 holding.
Kuhn & Co Investment Counsel first reported a position in Chevron in Q4 2023 and has held it in 11 quarters since.
Kuhn & Co Investment Counsel's Chevron position peaked at $572K in Q1 2026.
4,130 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Kuhn & Co Investment Counsel's 13F filing for Q2 2026, filed 31 Jul 2026.