Alan B. Lancz & Associates’s Chevron CVX Stock Holding History

Alan B. Lancz & Associates’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	$576K	Hold	2,784	–	–	0.56%	49
2025 Q4	$424K	Hold	2,784	–	–	0.37%	68
2025 Q3	$432K	Buy	2,784 +717	+35%	+$111K	0.39%	66
2025 Q2	$296K	Hold	2,067	–	–	0.3%	89
2025 Q1	$346K	Sell	2,067 -350	-14%	-$54.8K	0.37%	77
2024 Q4	$350K	Sell	2,417 -432	-15%	-$66.1K	0.36%	73
2024 Q3	$420K	Buy	2,849 +350	+14%	+$52.1K	0.38%	73
2024 Q2	$391K	Buy	+2,499	New	+$398K	0.39%	67
2023 Q4	$364K	Hold	2,443	–	–	0.38%	77
2023 Q3	$412K	Hold	2,443	–	–	0.47%	58
2023 Q2	$384K	Hold	2,443	–	–	0.41%	80
2023 Q1	$399K	Hold	2,443	–	–	0.41%	72
2022 Q4	$434K	Hold	2,443	–	–	0.44%	67
2022 Q3	$351K	Hold	2,443	–	–	0.42%	72
2022 Q2	$400K	Sell	2,443 -65	-3%	-$10.7K	0.4%	72
2022 Q1	$408K	Hold	2,508	–	–	0.36%	82
2021 Q4	$294K	Buy	+2,508	New	+$285K	0.26%	106

Other funds holding CVX

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Alan B. Lancz & Associates's CVX Position: Q1 2026 in Review

Alan B. Lancz & Associates held its Chevron (CVX) position steady in Q1 2026 at 2,784 shares worth $576K. The position accounts for 0.56% of the portfolio, ranked #49.

Alan B. Lancz & Associates first reported a position in CVX in Q4 2021 and has held it in 17 quarters since. 4,273 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

Alan B. Lancz & Associates held 2,784 shares of Chevron worth $576K as of Q1 2026.
Alan B. Lancz & Associates left its Chevron share count unchanged in Q1 2026.
Chevron made up 0.56% of Alan B. Lancz & Associates's portfolio in Q1 2026, its #49 holding.
Alan B. Lancz & Associates first reported a position in Chevron in Q4 2021 and has held it in 17 quarters since.
4,273 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Alan B. Lancz & Associates's 13F filing for Q1 2026, filed 5 May 2026.