Lake Street Private Wealth’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 | $7.23M | Sell |
43,630
-696
| -2% | -$130K | 0.83% | 33 |
|
|
2026
Q1 | $9.17M | Buy |
44,326
+34,928
| +372% | +$6.37M | 1.17% | 22 |
|
|
2025
Q4 | $1.43M | Buy |
9,398
+272
| +3% | +$41.4K | 0.18% | 100 |
|
|
2025
Q3 | $1.42M | Sell |
9,126
-343
| -4% | -$53.1K | 0.18% | 96 |
|
|
2025
Q2 | $1.36M | Buy |
9,469
+62
| +0.7% | +$8.74K | 0.19% | 91 |
|
|
2025
Q1 | $1.57M | Sell |
9,407
-1,847
| -16% | -$289K | 0.26% | 85 |
|
|
2024
Q4 | $1.63M | Sell |
11,254
-1,938
| -15% | -$297K | 0.26% | 76 |
|
|
2024
Q3 | $1.94M | Sell |
13,192
-4,790
| -27% | -$713K | 0.31% | 80 |
|
|
2024
Q2 | $2.81M | Sell |
17,982
-297
| -2% | -$47.4K | 0.36% | 74 |
|
|
2024
Q1 | $2.88M | Buy |
18,279
+1,616
| +10% | +$244K | 0.4% | 69 |
|
|
2023
Q4 | $2.49M | Buy |
16,663
+828
| +5% | +$125K | 0.39% | 71 |
|
|
2023
Q3 | $2.7M | Buy |
15,835
+553
| +4% | +$89.3K | 0.49% | 58 |
|
|
2023
Q2 | $2.4M | Buy |
15,282
+111
| +0.7% | +$17.8K | 0.42% | 73 |
|
|
2023
Q1 | $2.48M | Sell |
15,171
-342
| -2% | -$57.3K | 0.46% | 67 |
|
|
2022
Q4 | $2.78M | Sell |
15,513
-769
| -5% | -$134K | 0.58% | 51 |
|
|
2022
Q3 | $2.34M | Sell |
16,282
-477
| -3% | -$72.7K | 0.54% | 53 |
|
|
2022
Q2 | $2.43M | Sell |
16,759
-144
| -0.9% | -$23.8K | 0.51% | 55 |
|
|
2022
Q1 | $2.75M | Buy |
16,903
+943
| +6% | +$135K | 0.49% | 57 |
|
|
2021
Q4 | $1.87M | Buy |
15,960
+5,846
| +58% | +$664K | 0.33% | 86 |
|
|
2021
Q3 | $1.03M | Sell |
10,114
-563
| -5% | -$56.2K | 0.25% | 99 |
|
|
2021
Q2 | $1.13M | Buy |
10,677
+291
| +3% | +$30.7K | 0.29% | 91 |
|
|
2021
Q1 | $1.09M | Sell |
10,386
-1,487
| -13% | -$145K | 0.3% | 89 |
|
|
2020
Q4 | $1M | Buy |
11,873
+413
| +4% | +$33.4K | 0.29% | 90 |
|
|
2020
Q3 | $825K | Buy |
11,460
+575
| +5% | +$48.4K | 0.28% | 86 |
|
|
2020
Q2 | $971K | Buy |
10,885
+950
| +10% | +$85.1K | 0.36% | 73 |
|
|
2020
Q1 | $720K | Sell |
9,935
-4
| -0% | -$395 | 0.33% | 76 |
|
|
2019
Q4 | $1.2M | Buy |
9,939
+892
| +10% | +$105K | 0.46% | 74 |
|
|
2019
Q3 | $1.07M | Buy |
9,047
+32
| +0.4% | +$3.89K | 0.49% | 68 |
|
|
2019
Q2 | $1.12M | Buy |
9,015
+820
| +10% | +$99.2K | 0.66% | 54 |
|
|
2019
Q1 | $1.01M | Buy |
+8,195
| New | +$970K | 0.69% | 52 |
|
Other funds holding CVX
Lake Street Private Wealth's CVX Position: Q2 2026 in Review
Lake Street Private Wealth reduced its Chevron (CVX) stake by 1.6% in Q2 2026, selling an estimated $130K and leaving 43,630 shares worth $7.23M. The position accounts for 0.83% of the portfolio, ranked #33.
Lake Street Private Wealth first reported a position in CVX in Q1 2019 and has held it in 30 quarters since. The position peaked at $9.17M in Q1 2026. 4,141 funds tracked by Wall St. Rank hold CVX as of Q2 2026.
- Lake Street Private Wealth held 43,630 shares of Chevron worth $7.23M as of Q2 2026.
- Lake Street Private Wealth sold 696 Chevron shares in Q2 2026, an estimated $130K.
- Chevron made up 0.83% of Lake Street Private Wealth's portfolio in Q2 2026, its #33 holding.
- Lake Street Private Wealth first reported a position in Chevron in Q1 2019 and has held it in 30 quarters since.
- Lake Street Private Wealth's Chevron position peaked at $9.17M in Q1 2026.
- 4,141 funds tracked by Wall St. Rank held Chevron as of Q2 2026.
Based on Lake Street Private Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.