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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
Q2 		$907K Buy
5,472
+11
+0.2% +$2.05K 0.67% 43
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Lakeshore Capital Group's CVX Position: Q2 2026 in Review

Lakeshore Capital Group increased its Chevron (CVX) stake by 0.2% in Q2 2026, buying an estimated $2.05K and bringing the position to 5,472 shares worth $907K. The position accounts for 0.67% of the portfolio, ranked #43.

Lakeshore Capital Group first reported a position in CVX in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.13M in Q1 2026. 4,133 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Lakeshore Capital Group held 5,472 shares of Chevron worth $907K as of Q2 2026.
  • Lakeshore Capital Group bought 11 Chevron shares in Q2 2026, an estimated $2.05K.
  • Chevron made up 0.67% of Lakeshore Capital Group's portfolio in Q2 2026, its #43 holding.
  • Lakeshore Capital Group first reported a position in Chevron in Q4 2024 and has held it in 7 quarters since.
  • Lakeshore Capital Group's Chevron position peaked at $1.13M in Q1 2026.
  • 4,133 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Lakeshore Capital Group's 13F filing for Q2 2026, filed 31 Jul 2026.