KW Wealth Management’s Chevron CVX Stock Holding History

KW Wealth Management’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	–	Sell	-4,192	Closed	-$639K	–	15
2025 Q4	$639K	Buy	4,192 +588	+16%	+$89.6K	0.97%	28
2025 Q3	$560K	Buy	+3,604	New	+$558K	0.95%	29

Other funds holding CVX

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

BlackRock New York $6.73T AUM 46.02% 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

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

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

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

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

KW Wealth Management's CVX Position: Q1 2026 in Review

KW Wealth Management sold out of Chevron (CVX) in Q1 2026, closing a stake of 4,192 shares — an estimated $639K sold.

KW Wealth Management first reported a position in CVX in Q3 2025 and held it in 2 quarters. The position peaked at $639K in Q4 2025. 4,291 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

KW Wealth Management reported no remaining Chevron position as of Q1 2026 after selling out during the quarter.
KW Wealth Management sold 4,192 Chevron shares in Q1 2026, an estimated $639K.
KW Wealth Management first reported a position in Chevron in Q3 2025 and held it in 2 quarters.
KW Wealth Management's Chevron position peaked at $639K in Q4 2025.
4,291 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on KW Wealth Management's 13F filing for Q1 2026.