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Laffer Tengler Investments’s Chevron CVX Stock Holding History

Laffer Tengler Investments’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 		$9.06M Buy
54,667
+1,297
+2% +$241K 1.16% 27
2026
Q1 		$11M Sell
53,370
-16,084
-23% -$2.93M 1.63% 17
2025
Q4 		$10.6M Buy
69,454
+2,408
+4% +$367K 1.61% 15
2025
Q3 		$10.4M Buy
67,046
+3,408
+5% +$528K 1.65% 16
2025
Q2 		$9.11M Sell
63,638
-866
-1% -$122K 1.62% 19
2025
Q1 		$10.8M Buy
64,504
+661
+1% +$103K 2.3% 9
2024
Q4 		$9.25M Sell
63,843
-4,810
-7% -$736K 1.82% 16
2024
Q3 		$10.1M Buy
68,653
+1,620
+2% +$241K 2.05% 12
2024
Q2 		$10.5M Buy
67,033
+14,111
+27% +$2.25M 2.26% 6
2024
Q1 		$8.35M Sell
52,922
-2,407
-4% -$363K 2.16% 7
2023
Q4 		$8.25M Buy
55,329
+875
+2% +$132K 2.19% 4
2023
Q3 		$9.18M Buy
54,454
+16,123
+42% +$2.6M 2.7% 2
2023
Q2 		$6.03M Buy
38,331
+5,007
+15% +$803K 1.6% 10
2023
Q1 		$5.44M Buy
33,324
+5,051
+18% +$847K 1.47% 11
2022
Q4 		$5.07M Buy
28,273
+6,513
+30% +$1.14M 1.46% 12
2022
Q3 		$3.13M Buy
21,760
+4,162
+24% +$635K 1.15% 16
2022
Q2 		$2.55M Buy
17,598
+809
+5% +$134K 0.89% 43
2022
Q1 		$2.73M Buy
16,789
+37
+0.2% +$5.31K 0.82% 44
2021
Q4 		$1.97M Sell
16,752
-43
-0.3% -$4.88K 0.57% 71
2021
Q3 		$1.7M Sell
16,795
-1,637
-9% -$163K 0.49% 83
2021
Q2 		$1.93M Buy
18,432
+17
+0.1% +$1.79K 0.72% 57
2021
Q1 		$1.93M Buy
18,415
+3,454
+23% +$337K 0.73% 60
2020
Q4 		$1.28M Buy
14,961
+1,368
+10% +$111K 0.54% 63
2020
Q3 		$979K Buy
13,593
+939
+7% +$79K 0.49% 69
2020
Q2 		$1.13M Buy
12,654
+2,605
+26% +$233K 0.65% 58
2020
Q1 		$728K Buy
10,049
+1,458
+17% +$144K 0.57% 60
2019
Q4 		$1.04M Buy
8,591
+8,544
+18,179% +$1.01M 0.69% 54
2019
Q3 		$5.57K Buy
+47
New +$5.71K ﹤0.01% 110

Other funds holding CVX

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 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
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Laffer Tengler Investments's CVX Position: Q2 2026 in Review

Laffer Tengler Investments increased its Chevron (CVX) stake by 2.4% in Q2 2026, buying an estimated $241K and bringing the position to 54,667 shares worth $9.06M. The position accounts for 1.16% of the portfolio, ranked #27.

Laffer Tengler Investments first reported a position in CVX in Q3 2019 and has held it in 28 quarters since. The position peaked at $11M in Q1 2026. 1,565 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Laffer Tengler Investments held 54,667 shares of Chevron worth $9.06M as of Q2 2026.
  • Laffer Tengler Investments bought 1,297 Chevron shares in Q2 2026, an estimated $241K.
  • Chevron made up 1.16% of Laffer Tengler Investments's portfolio in Q2 2026, its #27 holding.
  • Laffer Tengler Investments first reported a position in Chevron in Q3 2019 and has held it in 28 quarters since.
  • Laffer Tengler Investments's Chevron position peaked at $11M in Q1 2026.
  • 1,565 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Laffer Tengler Investments's 13F filing for Q2 2026, filed 21 Jul 2026.