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J. Derek Lewis & Associates’s Chevron CVX Stock Holding History

J. Derek Lewis & 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 		$837K Buy
5,047
+203
+4% +$37.8K 0.16% 83
2026
Q1 		$1M Buy
4,844
+289
+6% +$52.7K 0.23% 61
2025
Q4 		$694K Buy
+4,555
New +$694K 0.16% 79

Other funds holding CVX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 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 22.96% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

J. Derek Lewis & Associates's CVX Position: Q2 2026 in Review

J. Derek Lewis & Associates increased its Chevron (CVX) stake by 4.2% in Q2 2026, buying an estimated $37.8K and bringing the position to 5,047 shares worth $837K. The position accounts for 0.16% of the portfolio, ranked #83.

J. Derek Lewis & Associates first reported a position in CVX in Q4 2025 and has held it in 3 quarters since. The position peaked at $1M in Q1 2026. 2,753 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • J. Derek Lewis & Associates held 5,047 shares of Chevron worth $837K as of Q2 2026.
  • J. Derek Lewis & Associates bought 203 Chevron shares in Q2 2026, an estimated $37.8K.
  • Chevron made up 0.16% of J. Derek Lewis & Associates's portfolio in Q2 2026, its #83 holding.
  • J. Derek Lewis & Associates first reported a position in Chevron in Q4 2025 and has held it in 3 quarters since.
  • J. Derek Lewis & Associates's Chevron position peaked at $1M in Q1 2026.
  • 2,753 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on J. Derek Lewis & Associates's 13F filing for Q2 2026, filed 31 Jul 2026.