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Douglas Lane & Associates’s Chevron CVX Stock Holding History

Douglas Lane & 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 		$78M Sell
470,755
-13,982
-3% -$2.6M 1.06% 27
2026
Q1 		$100M Sell
484,737
-8,324
-2% -$1.52M 1.45% 16
2025
Q4 		$75.1M Buy
493,061
+5,137
+1% +$782K 1.03% 28
2025
Q3 		$75.8M Buy
487,924
+6,706
+1% +$1.04M 1.06% 28
2025
Q2 		$68.9M Sell
481,218
-13,193
-3% -$1.86M 1% 34
2025
Q1 		$82.7M Buy
494,411
+14,405
+3% +$2.26M 1.22% 23
2024
Q4 		$69.5M Buy
480,006
+27,742
+6% +$4.25M 0.98% 34
2024
Q3 		$66.6M Sell
452,264
-102
-0% -$15.2K 0.92% 40
2024
Q2 		$70.8M Buy
452,366
+1,772
+0.4% +$283K 1.01% 34
2024
Q1 		$71.1M Buy
450,594
+20,100
+5% +$3.03M 1% 37
2023
Q4 		$64.2M Sell
430,494
-5,125
-1% -$775K 0.99% 41
2023
Q3 		$73.5M Sell
435,619
-7,184
-2% -$1.16M 1.23% 28
2023
Q2 		$69.7M Sell
442,803
-6,061
-1% -$972K 1.13% 36
2023
Q1 		$73.2M Sell
448,864
-13,323
-3% -$2.23M 1.22% 32
2022
Q4 		$83M Sell
462,187
-38,800
-8% -$6.77M 1.39% 23
2022
Q3 		$72M Sell
500,987
-6,078
-1% -$927K 1.33% 24
2022
Q2 		$73.4M Sell
507,065
-8,068
-2% -$1.33M 1.25% 28
2022
Q1 		$83.9M Buy
515,133
+5,065
+1% +$726K 1.18% 27
2021
Q4 		$59.9M Buy
510,068
+29,578
+6% +$3.36M 0.8% 48
2021
Q3 		$48.7M Buy
480,490
+17,250
+4% +$1.72M 0.7% 56
2021
Q2 		$48.5M Buy
463,240
+7,833
+2% +$827K 0.68% 61
2021
Q1 		$47.7M Buy
455,407
+40,938
+10% +$4M 0.74% 57
2020
Q4 		$35M Buy
414,469
+56,341
+16% +$4.56M 0.59% 69
2020
Q3 		$25.8M Buy
358,128
+50,559
+16% +$4.25M 0.51% 71
2020
Q2 		$27.4M Buy
307,569
+46,142
+18% +$4.13M 0.59% 60
2020
Q1 		$18.9M Buy
261,427
+77,652
+42% +$7.67M 0.5% 66
2019
Q4 		$22.1M Buy
183,775
+40,060
+28% +$4.72M 0.41% 78
2019
Q3 		$17M Buy
143,715
+13,765
+11% +$1.67M 0.34% 86
2019
Q2 		$16.2M Buy
129,950
+14,496
+13% +$1.75M 0.31% 86
2019
Q1 		$14.2M Buy
115,454
+7,618
+7% +$901K 0.29% 89
2018
Q4 		$11.7M Buy
107,836
+22,871
+27% +$2.65M 0.28% 90
2018
Q3 		$10.4M Buy
84,965
+28,474
+50% +$3.45M 0.2% 98
2018
Q2 		$7.14M Sell
56,491
-623
-1% -$77.3K 0.15% 103
2018
Q1 		$6.51M Buy
57,114
+937
+2% +$112K 0.14% 102
2017
Q4 		$7.03M Sell
56,177
-943
-2% -$112K 0.15% 102
2017
Q3 		$6.71M Sell
57,120
-4,996
-8% -$545K 0.15% 101
2017
Q2 		$6.48M Sell
62,116
-2,130
-3% -$226K 0.15% 106
2017
Q1 		$6.9M Sell
64,246
-3,043
-5% -$341K 0.17% 108
2016
Q4 		$7.92M Sell
67,289
-5,468
-8% -$595K 0.2% 105
2016
Q3 		$7.49M Sell
72,757
-7,581
-9% -$774K 0.2% 104
2016
Q2 		$8.42M Sell
80,338
-2,832
-3% -$285K 0.24% 104
2016
Q1 		$7.93M Buy
+83,170
New +$7.27M 0.22% 110

Other funds holding CVX

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
AACR
ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Douglas Lane & Associates's CVX Position: Q2 2026 in Review

Douglas Lane & Associates reduced its Chevron (CVX) stake by 2.9% in Q2 2026, selling an estimated $2.6M and leaving 470,755 shares worth $78M. The position accounts for 1.06% of the portfolio, ranked #27.

Douglas Lane & Associates first reported a position in CVX in Q1 2016 and has held it in 42 quarters since. The position peaked at $100M in Q1 2026. 2,274 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Douglas Lane & Associates held 470,755 shares of Chevron worth $78M as of Q2 2026.
  • Douglas Lane & Associates sold 13,982 Chevron shares in Q2 2026, an estimated $2.6M.
  • Chevron made up 1.06% of Douglas Lane & Associates's portfolio in Q2 2026, its #27 holding.
  • Douglas Lane & Associates first reported a position in Chevron in Q1 2016 and has held it in 42 quarters since.
  • Douglas Lane & Associates's Chevron position peaked at $100M in Q1 2026.
  • 2,274 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Douglas Lane & Associates's 13F filing for Q2 2026, filed 14 Jul 2026.