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Lakeshore Financial Planning’s Chevron CVX Stock Holding History

Lakeshore Financial Planning’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 		$271K Sell
1,632
-30
-2% -$5.58K 0.09% 74
2026
Q1 		$344K Sell
1,662
-207
-11% -$37.7K 0.12% 56
2025
Q4 		$285K Buy
1,869
+39
+2% +$5.94K 0.1% 62
2025
Q3 		$284K Hold
1,830
– – 0.11% 59
2025
Q2 		$262K Sell
1,830
-125
-6% -$17.6K 0.11% 61
2025
Q1 		$327K Sell
1,955
-714
-27% -$112K 0.14% 47
2024
Q4 		$387K Hold
2,669
– – 0.16% 42
2024
Q3 		$393K Hold
2,669
– – 0.17% 41
2024
Q2 		$417K Buy
2,669
+302
+13% +$48.2K 0.2% 35
2024
Q1 		$373K Buy
2,367
+700
+42% +$106K 0.19% 39
2023
Q4 		$249K Sell
1,667
-368
-18% -$55.7K 0.14% 46
2023
Q3 		$343K Buy
+2,035
New +$329K 0.2% 40

Other funds holding CVX

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
AACR
ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Lakeshore Financial Planning's CVX Position: Q2 2026 in Review

Lakeshore Financial Planning reduced its Chevron (CVX) stake by 1.8% in Q2 2026, selling an estimated $5.58K and leaving 1,632 shares worth $271K. The position accounts for 0.09% of the portfolio, ranked #74.

Lakeshore Financial Planning first reported a position in CVX in Q3 2023 and has held it in 12 quarters since. The position peaked at $417K in Q2 2024. 2,046 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Lakeshore Financial Planning held 1,632 shares of Chevron worth $271K as of Q2 2026.
  • Lakeshore Financial Planning sold 30 Chevron shares in Q2 2026, an estimated $5.58K.
  • Chevron made up 0.09% of Lakeshore Financial Planning's portfolio in Q2 2026, its #74 holding.
  • Lakeshore Financial Planning first reported a position in Chevron in Q3 2023 and has held it in 12 quarters since.
  • Lakeshore Financial Planning's Chevron position peaked at $417K in Q2 2024.
  • 2,046 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Lakeshore Financial Planning's 13F filing for Q2 2026, filed 13 Jul 2026.