Lakeridge Wealth Management’s Chevron CVX Stock Holding History

Lakeridge Wealth Management’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	$640K	Sell	3,861 -45	-1%	-$8.38K	0.23%	86
2026 Q1	$808K	Buy	3,906 +30	+0.8%	+$5.47K	0.35%	59
2025 Q4	$591K	Buy	3,876 +107	+3%	+$16.3K	0.27%	80
2025 Q3	$585K	Buy	3,769 +147	+4%	+$22.8K	0.26%	73
2025 Q2	$519K	Sell	3,622 -193	-5%	-$27.2K	0.24%	78
2025 Q1	$638K	Sell	3,815 -59	-2%	-$9.24K	0.32%	55
2024 Q4	$561K	Sell	3,874 -419	-10%	-$64.1K	0.29%	73
2024 Q3	$632K	Sell	4,293 -857	-17%	-$128K	0.35%	56
2024 Q2	$806K	Sell	5,150 -197	-4%	-$31.4K	0.48%	39
2024 Q1	$843K	Sell	5,347 -455	-8%	-$68.7K	0.55%	34
2023 Q4	$865K	Buy	+5,802	New	+$878K	0.63%	33

Other funds holding CVX

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

AACR

ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return

Lakeridge Wealth Management's CVX Position: Q2 2026 in Review

Lakeridge Wealth Management reduced its Chevron (CVX) stake by 1.2% in Q2 2026, selling an estimated $8.38K and leaving 3,861 shares worth $640K. The position accounts for 0.23% of the portfolio, ranked #86.

Lakeridge Wealth Management first reported a position in CVX in Q4 2023 and has held it in 11 quarters since. The position peaked at $865K in Q4 2023. 2,592 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

Lakeridge Wealth Management held 3,861 shares of Chevron worth $640K as of Q2 2026.
Lakeridge Wealth Management sold 45 Chevron shares in Q2 2026, an estimated $8.38K.
Chevron made up 0.23% of Lakeridge Wealth Management's portfolio in Q2 2026, its #86 holding.
Lakeridge Wealth Management first reported a position in Chevron in Q4 2023 and has held it in 11 quarters since.
Lakeridge Wealth Management's Chevron position peaked at $865K in Q4 2023.
2,592 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Lakeridge Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.