Lakeside Advisors’s Chevron CVX Stock Holding History

Lakeside Advisors’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 Q3	$409K	Buy	2,005 +1	+0%	+$197	0.24%	54
2026 Q2	$332K	Buy	2,004 +1	+0%	+$186	0.21%	54
2026 Q1	$414K	Buy	2,003 +1	+0%	+$182	0.28%	48
2025 Q4	$305K	Buy	2,002 +1	+0%	+$152	0.2%	54
2025 Q3	$311K	Buy	2,001 +1	+0.1%	+$155	0.2%	52
2025 Q2	$286K	Sell	2,000 -197	-9%	-$27.8K	0.18%	53
2025 Q1	$367K	Buy	2,197 +1	+0%	+$157	0.24%	49
2024 Q4	$318K	Buy	2,196 +50	+2%	+$7.65K	0.21%	52
2024 Q3	$316K	Sell	2,146 -50	-2%	-$7.44K	0.2%	54
2024 Q2	$343K	Sell	2,196 -150	-6%	-$23.9K	0.22%	50
2024 Q1	$370K	Buy	2,346 +74	+3%	+$11.2K	0.24%	48
2023 Q4	$339K	Hold	2,272	–	–	0.24%	48
2023 Q3	$383K	Hold	2,272	–	–	0.29%	41
2023 Q2	$357K	Buy	2,272 +103	+5%	+$16.5K	0.26%	45
2023 Q1	$354K	Hold	2,169	–	–	0.27%	46
2022 Q4	$389K	Hold	2,169	–	–	0.32%	41
2022 Q3	$312K	Hold	2,169	–	–	0.28%	41
2022 Q2	$314K	Hold	2,169	–	–	0.27%	44
2022 Q1	$353K	Hold	2,169	–	–	0.27%	39
2021 Q4	$254K	Buy	+2,169	New	+$246K	0.19%	48

Other funds holding CVX

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $142B AUM 43.93% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Lakeside Advisors's CVX Position: Q3 2026 in Review

Lakeside Advisors increased its Chevron (CVX) stake by 0.05% in Q3 2026, buying an estimated $197 and bringing the position to 2,005 shares worth $409K. The position accounts for 0.24% of the portfolio, ranked #54.

Lakeside Advisors first reported a position in CVX in Q4 2021 and has held it in 20 quarters since. The position peaked at $414K in Q1 2026. 3,437 funds tracked by Wall St. Rank hold CVX as of Q3 2026.

Lakeside Advisors held 2,005 shares of Chevron worth $409K as of Q3 2026.
Lakeside Advisors bought 1 Chevron share in Q3 2026, an estimated $197.
Chevron made up 0.24% of Lakeside Advisors's portfolio in Q3 2026, its #54 holding.
Lakeside Advisors first reported a position in Chevron in Q4 2021 and has held it in 20 quarters since.
Lakeside Advisors's Chevron position peaked at $414K in Q1 2026.
3,437 funds tracked by Wall St. Rank held Chevron as of Q3 2026.

Based on Lakeside Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.