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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
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

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

Kuhn & Co Investment Counsel's CVX Position: Q1 2026 in Review

Kuhn & Co Investment Counsel increased its Chevron (CVX) stake by 22% in Q1 2026, buying an estimated $91K and bringing the position to 2,765 shares worth $572K. The position accounts for 0.37% of the portfolio, ranked #76.

Kuhn & Co Investment Counsel first reported a position in CVX in Q4 2023 and has held it in 10 quarters since. 4,270 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Kuhn & Co Investment Counsel held 2,765 shares of Chevron worth $572K as of Q1 2026.
  • Kuhn & Co Investment Counsel bought 499 Chevron shares in Q1 2026, an estimated $91K.
  • Chevron made up 0.37% of Kuhn & Co Investment Counsel's portfolio in Q1 2026, its #76 holding.
  • Kuhn & Co Investment Counsel first reported a position in Chevron in Q4 2023 and has held it in 10 quarters since.
  • 4,270 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Kuhn & Co Investment Counsel's 13F filing for Q1 2026, filed 12 May 2026.