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 Q2	$461K	Hold	2,784	–	–	0.4%	66
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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Alan B. Lancz & Associates's CVX Position: Q2 2026 in Review

Alan B. Lancz & Associates held its Chevron (CVX) position steady in Q2 2026 at 2,784 shares worth $461K. The position accounts for 0.4% of the portfolio, ranked #66.

Alan B. Lancz & Associates first reported a position in CVX in Q4 2021 and has held it in 18 quarters since. The position peaked at $576K in Q1 2026. 4,141 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

Alan B. Lancz & Associates held 2,784 shares of Chevron worth $461K as of Q2 2026.
Alan B. Lancz & Associates left its Chevron share count unchanged in Q2 2026.
Chevron made up 0.4% of Alan B. Lancz & Associates's portfolio in Q2 2026, its #66 holding.
Alan B. Lancz & Associates first reported a position in Chevron in Q4 2021 and has held it in 18 quarters since.
Alan B. Lancz & Associates's Chevron position peaked at $576K in Q1 2026.
4,141 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Alan B. Lancz & Associates's 13F filing for Q2 2026, filed 11 Aug 2026.