KW
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KWB Wealth’s Chevron CVX Stock Holding History

KWB Wealth’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 		$349K Buy
2,106
+100
+5% +$18.6K 0.03% 133
2026
Q1 		$306K Hold
2,006
– – 0.03% 132
2025
Q4 		$306K Hold
2,006
– – 0.03% 143
2025
Q3 		$287K Buy
+2,006
New +$311K 0.03% 122
2025
Q2 		– Sell
-2,004
Closed -$290K – 158
2025
Q1 		$290K Sell
2,004
-3
-0.1% -$470 0.04% 125
2024
Q4 		$296K Buy
2,007
+216
+12% +$33.1K 0.04% 123
2024
Q3 		$280K Hold
1,791
– – 0.04% 109
2024
Q2 		$283K Hold
1,791
– – 0.04% 110
2024
Q1 		$283K Sell
1,791
-290
-14% -$43.8K 0.04% 111
2023
Q4 		$310K Hold
2,081
– – 0.04% 109
2023
Q3 		$327K Hold
2,081
– – 0.05% 97
2023
Q2 		$327K Sell
2,081
-550
-21% -$88.2K 0.05% 97
2023
Q1 		$472K Buy
2,631
+840
+47% +$141K 0.09% 74
2022
Q4 		$322K Sell
1,791
-840
-32% -$147K 0.06% 88
2022
Q3 		$378K Sell
2,631
-30
-1% -$4.58K 0.08% 74
2022
Q2 		$385K Hold
2,661
– – 0.07% 74
2022
Q1 		$312K Hold
2,661
– – 0.05% 72
2021
Q4 		$312K Buy
2,661
+204
+8% +$23.2K 0.05% 72
2021
Q3 		$249K Buy
2,457
+505
+26% +$50.4K 0.04% 76
2021
Q2 		$205K Hold
1,952
– – 0.04% 83
2021
Q1 		$205K Buy
+1,952
New +$191K 0.04% 83

Other funds holding CVX

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
AACR
ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

KWB Wealth's CVX Position: Q2 2026 in Review

KWB Wealth increased its Chevron (CVX) stake by 5% in Q2 2026, buying an estimated $18.6K and bringing the position to 2,106 shares worth $349K. The position accounts for 0.03% of the portfolio, ranked #133.

KWB Wealth first reported a position in CVX in Q1 2021 and has held it in 21 quarters since. The position peaked at $472K in Q1 2023. 2,399 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • KWB Wealth held 2,106 shares of Chevron worth $349K as of Q2 2026.
  • KWB Wealth bought 100 Chevron shares in Q2 2026, an estimated $18.6K.
  • Chevron made up 0.03% of KWB Wealth's portfolio in Q2 2026, its #133 holding.
  • KWB Wealth first reported a position in Chevron in Q1 2021 and has held it in 21 quarters since.
  • KWB Wealth's Chevron position peaked at $472K in Q1 2023.
  • 2,399 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on KWB Wealth's 13F filing for Q2 2026, filed 10 Jul 2026.