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Graves Light Lenhart Wealth’s Chevron CVX Stock Holding History

Graves Light Lenhart Wealth’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 		$6.46M Sell
38,994
-87
-0.2% -$16.2K 0.6% 36
2026
Q1 		$8.09M Sell
39,081
-474
-1% -$86.4K 0.84% 29
2025
Q4 		$6.03M Buy
39,555
+157
+0.4% +$23.9K 0.64% 36
2025
Q3 		$6.12M Buy
39,398
+76
+0.2% +$11.8K 0.68% 36
2025
Q2 		$5.63M Sell
39,322
-2,006
-5% -$283K 0.67% 36
2025
Q1 		$6.91M Buy
41,328
+10
+0% +$1.56K 0.85% 30
2024
Q4 		$5.98M Buy
41,318
+417
+1% +$63.8K 0.74% 32
2024
Q3 		$6.02M Sell
40,901
-9,230
-18% -$1.37M 0.74% 32
2024
Q2 		$7.85M Buy
50,131
+18
+0% +$2.87K 0.9% 29
2024
Q1 		$7.9M Buy
50,113
+4,671
+10% +$705K 0.92% 29
2023
Q4 		$6.78M Buy
45,442
+694
+2% +$105K 0.84% 31
2023
Q3 		$7.26M Sell
44,748
-1,108
-2% -$179K 0.99% 24
2023
Q2 		$7.22M Sell
45,856
-1,075
-2% -$172K 0.97% 26
2023
Q1 		$7.66M Sell
46,931
-691
-1% -$116K 1.19% 22
2022
Q4 		$8.55M Sell
47,622
-973
-2% -$170K 1.31% 21
2022
Q3 		$6.98M Sell
48,595
-803
-2% -$122K 1.16% 23
2022
Q2 		$7.15M Sell
49,398
-458
-0.9% -$75.7K 1.09% 24
2022
Q1 		$8.12M Buy
49,856
+279
+0.6% +$40K 1.13% 26
2021
Q4 		$5.82M Sell
49,577
-259
-0.5% -$29.4K 0.83% 33
2021
Q3 		$5.06M Sell
49,836
-48
-0.1% -$4.79K 0.8% 34
2021
Q2 		$5.22M Buy
49,884
+157
+0.3% +$16.6K 0.84% 37
2021
Q1 		$5.21M Sell
49,727
-8,749
-15% -$854K 0.89% 32
2020
Q4 		$4.94M Sell
58,476
-3,792
-6% -$307K 0.92% 30
2020
Q3 		$4.48M Buy
62,268
+300
+0.5% +$25.2K 0.99% 30
2020
Q2 		$5.53M Sell
61,968
-1,378
-2% -$123K 1.3% 24
2020
Q1 		$4.59M Buy
63,346
+10,411
+20% +$1.03M 1.24% 24
2019
Q4 		$6.38M Buy
52,935
+557
+1% +$65.6K 1.34% 24
2019
Q3 		$6.08M Buy
52,378
+1,051
+2% +$128K 1.34% 24
2019
Q2 		$6.39M Buy
51,327
+560
+1% +$67.7K 1.53% 21
2019
Q1 		$6.25M Buy
50,767
+389
+0.8% +$46K 1.59% 21
2018
Q4 		$5.48M Buy
+50,378
New +$5.84M 1.61% 20

Other funds holding CVX

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
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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Graves Light Lenhart Wealth's CVX Position: Q2 2026 in Review

Graves Light Lenhart Wealth reduced its Chevron (CVX) stake by 0.22% in Q2 2026, selling an estimated $16.2K and leaving 38,994 shares worth $6.46M. The position accounts for 0.6% of the portfolio, ranked #36.

Graves Light Lenhart Wealth first reported a position in CVX in Q4 2018 and has held it in 31 quarters since. The position peaked at $8.55M in Q4 2022. 2,166 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Graves Light Lenhart Wealth held 38,994 shares of Chevron worth $6.46M as of Q2 2026.
  • Graves Light Lenhart Wealth sold 87 Chevron shares in Q2 2026, an estimated $16.2K.
  • Chevron made up 0.6% of Graves Light Lenhart Wealth's portfolio in Q2 2026, its #36 holding.
  • Graves Light Lenhart Wealth first reported a position in Chevron in Q4 2018 and has held it in 31 quarters since.
  • Graves Light Lenhart Wealth's Chevron position peaked at $8.55M in Q4 2022.
  • 2,166 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Graves Light Lenhart Wealth's 13F filing for Q2 2026, filed 7 Jul 2026.