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Lake Street Private Wealth’s Chevron CVX Stock Holding History

Lake Street Private 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
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

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Lake Street Private Wealth's CVX Position: Q1 2026 in Review

Lake Street Private Wealth increased its Chevron (CVX) stake by 372% in Q1 2026, buying an estimated $6.37M and bringing the position to 44,326 shares worth $9.17M. The position accounts for 1.17% of the portfolio, ranked #22.

Lake Street Private Wealth first reported a position in CVX in Q1 2019 and has held it in 29 quarters since. 4,273 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Lake Street Private Wealth held 44,326 shares of Chevron worth $9.17M as of Q1 2026.
  • Lake Street Private Wealth bought 34,928 Chevron shares in Q1 2026, an estimated $6.37M.
  • Chevron made up 1.17% of Lake Street Private Wealth's portfolio in Q1 2026, its #22 holding.
  • Lake Street Private Wealth first reported a position in Chevron in Q1 2019 and has held it in 29 quarters since.
  • 4,273 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Lake Street Private Wealth's 13F filing for Q1 2026, filed 13 Apr 2026.