RK
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Rather & Kittrell’s Chevron CVX Stock Holding History

Rather & Kittrell’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 		$1.17M Buy
5,676
+26
+0.5% +$4.74K 0.18% 47
2025
Q4 		$861K Sell
5,650
-133
-2% -$20.3K 0.14% 56
2025
Q3 		$898K Buy
5,783
+347
+6% +$53.7K 0.16% 51
2025
Q2 		$778K Sell
5,436
-17
-0.3% -$2.4K 0.15% 53
2025
Q1 		$912K Buy
5,453
+22
+0.4% +$3.44K 0.2% 44
2024
Q4 		$787K Buy
5,431
+26
+0.5% +$3.98K 0.18% 48
2024
Q3 		$796K Sell
5,405
-1,265
-19% -$188K 0.2% 48
2024
Q2 		$1.04M Sell
6,670
-182
-3% -$29K 0.29% 36
2024
Q1 		$1.08M Buy
6,852
+3,361
+96% +$507K 0.32% 36
2023
Q4 		$521K Buy
3,491
+277
+9% +$41.9K 0.18% 48
2023
Q3 		$542K Sell
3,214
-267
-8% -$43.1K 0.22% 43
2023
Q2 		$548K Buy
3,481
+524
+18% +$84K 0.23% 44
2023
Q1 		$483K Sell
2,957
-277
-9% -$46.4K 0.22% 46
2022
Q4 		$580K Sell
3,234
-389
-11% -$67.9K 0.31% 41
2022
Q3 		$520K Sell
3,623
-165
-4% -$25.2K 0.55% 38
2022
Q2 		$548K Buy
3,788
+107
+3% +$17.7K 0.6% 31
2022
Q1 		$599K Buy
3,681
+32
+0.9% +$4.59K 0.58% 29
2021
Q4 		$428K Buy
+3,649
New +$414K 0.38% 36

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 $336B AUM 34.66% 1-Year Est. Return

Rather & Kittrell's CVX Position: Q1 2026 in Review

Rather & Kittrell increased its Chevron (CVX) stake by 0.46% in Q1 2026, buying an estimated $4.74K and bringing the position to 5,676 shares worth $1.17M. The position accounts for 0.18% of the portfolio, ranked #47.

Rather & Kittrell first reported a position in CVX in Q4 2021 and has held it in 18 quarters since. 4,275 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Rather & Kittrell held 5,676 shares of Chevron worth $1.17M as of Q1 2026.
  • Rather & Kittrell bought 26 Chevron shares in Q1 2026, an estimated $4.74K.
  • Chevron made up 0.18% of Rather & Kittrell's portfolio in Q1 2026, its #47 holding.
  • Rather & Kittrell first reported a position in Chevron in Q4 2021 and has held it in 18 quarters since.
  • 4,275 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Rather & Kittrell's 13F filing for Q1 2026, filed 12 May 2026.