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Lakeshore Capital Group’s Chevron CVX Stock Holding History

Lakeshore Capital Group’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 		$1.13M Buy
5,461
+91
+2% +$16.6K 0.92% 33
2025
Q4 		$818K Buy
5,370
+128
+2% +$19.5K 0.66% 46
2025
Q3 		$814K Buy
5,242
+102
+2% +$15.8K 0.66% 43
2025
Q2 		$736K Buy
5,140
+803
+19% +$113K 0.65% 46
2025
Q1 		$726K Buy
4,337
+88
+2% +$13.8K 0.7% 44
2024
Q4 		$615K Buy
+4,249
New +$650K 0.93% 41

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 $295B AUM 31.6% 1-Year Est. Return

Lakeshore Capital Group's CVX Position: Q1 2026 in Review

Lakeshore Capital Group increased its Chevron (CVX) stake by 1.7% in Q1 2026, buying an estimated $16.6K and bringing the position to 5,461 shares worth $1.13M. The position accounts for 0.92% of the portfolio, ranked #33.

Lakeshore Capital Group first reported a position in CVX in Q4 2024 and has held it in 6 quarters since. 4,268 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Lakeshore Capital Group held 5,461 shares of Chevron worth $1.13M as of Q1 2026.
  • Lakeshore Capital Group bought 91 Chevron shares in Q1 2026, an estimated $16.6K.
  • Chevron made up 0.92% of Lakeshore Capital Group's portfolio in Q1 2026, its #33 holding.
  • Lakeshore Capital Group first reported a position in Chevron in Q4 2024 and has held it in 6 quarters since.
  • 4,268 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Lakeshore Capital Group's 13F filing for Q1 2026, filed 22 Apr 2026.