LMKC
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L.M. Kohn & Company’s Chevron CVX Stock Holding History

L.M. Kohn & Company’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
2025
Q3 		$753K Sell
4,852
-1,992
-29% -$309K 0.91% 34
2025
Q2 		$980K Sell
6,844
-564
-8% -$79.5K 0.26% 75
2025
Q1 		$1.24M Buy
7,408
+32
+0.4% +$5.01K 0.32% 54
2024
Q4 		$1.07M Sell
7,376
-31
-0.4% -$4.75K 0.28% 67
2024
Q3 		$1.09M Buy
7,407
+290
+4% +$43.2K 0.28% 74
2024
Q2 		$1.11M Sell
7,117
-261
-4% -$41.6K 0.3% 62
2024
Q1 		$1.16M Buy
7,378
+1,050
+17% +$158K 0.33% 58
2023
Q4 		$944K Sell
6,328
-124
-2% -$18.8K 0.3% 72
2023
Q3 		$1.09M Buy
6,452
+22
+0.3% +$3.55K 0.4% 53
2023
Q2 		$1.01M Buy
6,430
+2,923
+83% +$469K 0.38% 60
2023
Q1 		$572K Buy
3,507
+73
+2% +$12.2K 0.24% 99
2022
Q4 		$616K Buy
3,434
+132
+4% +$23K 0.29% 87
2022
Q3 		$475K Buy
3,302
+12
+0.4% +$1.83K 0.23% 102
2022
Q2 		$477K Hold
3,290
– – 0.22% 116
2022
Q1 		$536K Buy
+3,290
New +$472K 0.21% 120

Other funds holding CVX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
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
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

L.M. Kohn & Company's CVX Position: Q3 2025 in Review

L.M. Kohn & Company reduced its Chevron (CVX) stake by 29% in Q3 2025, selling an estimated $309K and leaving 4,852 shares worth $753K. The position accounts for 0.91% of the portfolio, ranked #34.

L.M. Kohn & Company first reported a position in CVX in Q1 2022 and has held it in 15 quarters since. The position peaked at $1.24M in Q1 2025. 3,788 funds tracked by Wall St. Rank hold CVX as of Q3 2025.

  • L.M. Kohn & Company held 4,852 shares of Chevron worth $753K as of Q3 2025.
  • L.M. Kohn & Company sold 1,992 Chevron shares in Q3 2025, an estimated $309K.
  • Chevron made up 0.91% of L.M. Kohn & Company's portfolio in Q3 2025, its #34 holding.
  • L.M. Kohn & Company first reported a position in Chevron in Q1 2022 and has held it in 15 quarters since.
  • L.M. Kohn & Company's Chevron position peaked at $1.24M in Q1 2025.
  • 3,788 funds tracked by Wall St. Rank held Chevron as of Q3 2025.

Based on L.M. Kohn & Company's 13F filing for Q3 2025, filed 4 Nov 2025.