Key Financial Inc

Position in CVX — Chevron Corp

CIK 1801720 WEST CHESTER, PA

Position in CVX

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$1,457,361

-$568,810 QoQ

Shares Held

8,792

-10.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.70%

of 13F equity value

Holder Rank

#2,027

of 4,099 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

Key Financial Inc holds $11,606,230 across 5 Oil & Gas Integrated names. CVX ranks #2 (12.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	XOM	ExxonMobil Holdings Corp	72,706	$9,940,364
2	CVX	Chevron Corp This page	8,792	$1,457,361
3	BP	Bp PLC	3,079	$113,769
4	SHEL	Shell plc	941	$72,964
5	TTE	TotalEnergies SE	280	$21,772

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,457,361	8,792	-10.2%	Shares	Sole	2026-07-24
2026-03-31	$2,026,171	9,793	+3.8%	Shares	Sole	2026-04-24
2025-12-31	$1,437,226	9,430	+0.3%	Shares	Sole	2026-02-09
2025-09-30	$1,460,347	9,404	+17.8%	Shares	Sole	2025-11-05
2025-06-30	$1,142,942	7,982	0.0%	Shares	Sole	2025-08-05
2025-03-31	$1,335,308	7,982	-2.9%	Shares	Sole	2025-05-01
2024-12-31	$1,190,295	8,218	0.0%	Shares	Sole	2025-01-31
2024-09-30	$1,210,264	8,218	-3.9%	Shares	Sole	2024-10-29
2024-06-30	$1,337,234	8,549	+6.7%	Shares	Sole	2024-07-30
2024-03-31	$1,263,970	8,013	+2.7%	Shares	Sole	2024-05-13
2023-12-31	$1,163,448	7,800	0.0%	Shares	Sole	2024-01-31
2023-09-30	$1,315,236	7,800	0.0%	Shares	Sole	2023-11-01
2023-06-30	$1,227,330	7,800	+2.5%	Shares	Sole	2023-07-28
2023-03-31	$1,241,810	7,611	+3.2%	Shares	Sole	2023-05-02
2022-12-31	$1,324,097	7,377	0.0%	Shares	Sole	2023-01-26
2022-09-30	$1,059,853	7,377	+256.4%	Shares	Sole	2022-10-28
2022-06-30	$299,694	2,070	+5.2%	Shares	Sole	2022-07-26
2022-03-31	$320,449	1,968	-7.5%	Shares	Sole	2022-04-27
2021-12-31	$249,720	2,128	0.0%	Shares	Sole	2022-01-19
2021-09-30	$215,885	2,128	-19.3%	Shares	Sole	2021-11-01
2021-06-30	$276,304	2,638	+40.9%	Shares	Sole	2021-08-02
2021-03-31	$196,166	1,872	-43.0%	Shares	Sole	2021-04-30
2020-12-31	$277,164	3,282	-5.1%	Shares	Sole	2021-01-29
2020-09-30	$248,904	3,457	0.0%	Shares	Sole	2020-11-02
2020-06-30	$308,468	3,457	+1.1%	Shares	Sole	2020-08-07
2020-03-31	$247,740	3,419	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.