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Key Financial Inc

SEC CIK
0001801720
Latest filing
Jul 24, 2026

CVX holding history

Chevron Corp in every 13F filed by Key Financial Inc, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

CVX overviewAll 13F holders of CVXFull Q2 2026 holdings

Shares (Q2 2026)
8,792
Value
$1.46M
% of portfolio
0.2%
Quarters held
22
Since Q1 2021
Holdings of CVX by Key Financial Inc, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20268,792$1.46M0.2%−1,001−10.2%ReducedHolders
Q1 20269,793$2.03M0.4%+363+3.8%AddedHolders
Q4 20259,430$1.44M0.3%+26+0.3%AddedHolders
Q3 20259,404$1.45M0.3%+1,422+17.8%AddedHolders
Q2 20257,982$1.14M0.2%00.0%UnchangedHolders
Q1 20257,982$1.34M0.3%−236−2.9%ReducedHolders
Q4 20248,218$1.19M0.3%00.0%UnchangedHolders
Q3 20248,218$1.21M0.3%−331−3.9%ReducedHolders
Q2 20248,549$1.34M0.3%+536+6.7%AddedHolders
Q1 20248,013$1.26M0.3%+213+2.7%AddedHolders
Q4 20237,800$1.16M0.3%00.0%UnchangedHolders
Q3 20237,800$1.32M0.4%00.0%UnchangedHolders
Q2 20237,800$1.23M0.4%+189+2.5%AddedHolders
Q1 20237,611$1.24M0.5%+234+3.2%AddedHolders
Q4 20227,377$1.06M0.5%00.0%UnchangedHolders
Q3 20227,377$1.06M0.5%+5,307+256.4%AddedHolders
Q2 20222,070$303.0K0.2%+102+5.2%AddedHolders
Q1 20221,968$320.0K0.2%−160−7.5%ReducedHolders
Q4 20212,128$250.0K0.1%00.0%UnchangedHolders
Q3 20212,128$216.0K0.1%−510−19.3%ReducedHolders
Q2 20212,638$269.0K0.2%+766+40.9%AddedHolders
Q1 20211,872$196.0K0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.