Great Lakes Retirement’s Chevron CVX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$2.49M Buy
15,040
+1,568
+12% +$292K 0.22% 93
2026
Q1
$2.79M Buy
13,472
+810
+6% +$148K 0.29% 74
2025
Q4
$1.93M Buy
+12,662
New +$1.93M 0.2% 104
2025
Q1
Sell
-7,857
Closed -$1.14M 209
2024
Q4
$1.14M Sell
7,857
-396
-5% -$60.6K 0.15% 139
2024
Q3
$1.22M Sell
8,253
-377
-4% -$56.1K 0.16% 135
2024
Q2
$1.35M Buy
8,630
+237
+3% +$37.8K 0.19% 112
2024
Q1
$1.32M Buy
8,393
+35
+0.4% +$5.28K 0.2% 109
2023
Q4
$1.25M Buy
8,358
+84
+1% +$12.7K 0.21% 108
2023
Q3
$1.4M Buy
8,274
+485
+6% +$78.3K 0.25% 81
2023
Q2
$1.23M Buy
7,789
+73
+0.9% +$11.7K 0.22% 96
2023
Q1
$1.26M Buy
+7,716
New +$1.29M 0.24% 87
2020
Q1
Sell
-6,638
Closed -$813K 148
2019
Q4
$813K Buy
+6,638
New +$782K 0.25% 81

Other funds holding CVX

Great Lakes Retirement's CVX Position: Q2 2026 in Review

Great Lakes Retirement increased its Chevron (CVX) stake by 12% in Q2 2026, buying an estimated $292K and bringing the position to 15,040 shares worth $2.49M. The position accounts for 0.22% of the portfolio, ranked #93.

Great Lakes Retirement first reported a position in CVX in Q4 2019 and has held it in 12 quarters since. The position peaked at $2.79M in Q1 2026. 2,044 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Great Lakes Retirement held 15,040 shares of Chevron worth $2.49M as of Q2 2026.
  • Great Lakes Retirement bought 1,568 Chevron shares in Q2 2026, an estimated $292K.
  • Chevron made up 0.22% of Great Lakes Retirement's portfolio in Q2 2026, its #93 holding.
  • Great Lakes Retirement first reported a position in Chevron in Q4 2019 and has held it in 12 quarters since.
  • Great Lakes Retirement's Chevron position peaked at $2.79M in Q1 2026.
  • 2,044 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Great Lakes Retirement's 13F filing for Q2 2026, filed 30 Jul 2026.