Keystone Financial Group

Position in CVX — Chevron Corp

CIK 1729299 LEXINGTON, KY

Position in CVX

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$4,633,157

-$1,431,082 QoQ

Shares Held

27,951

-4.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.57%

of 13F equity value

Holder Rank

#1,177

of 4,105 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

Keystone Financial Group holds $11,558,535 across 3 Oil & Gas Integrated names. CVX ranks #2 (40.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	XOM	ExxonMobil Holdings Corp	47,877	$6,545,743
2	CVX	Chevron Corp This page	27,951	$4,633,157
3	SHEL	Shell plc	4,896	$379,635

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,633,157	27,951	-4.6%	Shares	Sole	2026-07-29
2026-03-31	$6,064,239	29,310	+13.2%	Shares	Sole	2026-05-13
2025-12-31	$3,946,504	25,894	+3.4%	Shares	Sole	2026-02-06
2025-09-30	$3,888,461	25,040	+15.2%	Shares	Sole	2025-11-17
2025-06-30	$3,111,089	21,727	+12.8%	Shares	Sole	2025-08-13
2025-03-31	$3,221,670	19,258	+14.0%	Shares	Sole	2025-05-13
2024-12-31	$2,446,202	16,889	+7.1%	Shares	Sole	2025-02-13
2024-09-30	$2,322,742	15,772	+11.6%	Shares	Sole	2025-02-19
2024-06-30	$2,209,745	14,127	+9.5%	Shares	Sole	2024-07-31
2024-03-31	$2,035,792	12,906	+15.1%	Shares	Sole	2024-05-08
2023-12-31	$1,673,127	11,217	-4.5%	Shares	Sole	2024-02-14
2023-09-30	$1,979,598	11,740	+8.8%	Shares	Sole	2023-11-06
2023-06-30	$1,697,649	10,789	+4.8%	Shares	Sole	2023-08-07
2022-12-31	$1,847,131	10,291	+5.9%	Shares	Sole	2023-02-07
2022-09-30	$1,396,759	9,722	+6.0%	Shares	Sole	2022-11-10
2022-06-30	$1,328,211	9,174	+8.1%	Shares	Sole	2022-08-05
2022-03-31	$1,381,938	8,487	-0.3%	Shares	Sole	2022-05-13
2021-12-31	$999,352	8,516	-2.5%	Shares	Sole	2022-02-11
2021-09-30	$885,861	8,732	+9.2%	Shares	Sole	2021-11-12
2021-06-30	$837,396	7,995	+4.2%	Shares	Sole	2021-08-13
2021-03-31	$804,368	7,676	-1.7%	Shares	Sole	2021-05-11
2020-12-31	$659,470	7,809	-27.6%	Shares	Sole	2021-02-10
2020-09-30	$777,096	10,793	+0.5%	Shares	Sole	2020-11-13
2020-06-30	$958,330	10,740	+11.6%	Shares	Sole	2020-08-13
2020-03-31	$697,572	9,627	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.