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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
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

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
HighTower Advisors
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
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return

Lakeside Advisors's CVX Position: Q2 2026 in Review

Lakeside Advisors increased its Chevron (CVX) stake by 0.05% in Q2 2026, buying an estimated $186 and bringing the position to 2,004 shares worth $332K. The position accounts for 0.21% of the portfolio, ranked #54.

Lakeside Advisors first reported a position in CVX in Q4 2021 and has held it in 19 quarters since. The position peaked at $414K in Q1 2026. 2,430 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Lakeside Advisors held 2,004 shares of Chevron worth $332K as of Q2 2026.
  • Lakeside Advisors bought 1 Chevron share in Q2 2026, an estimated $186.
  • Chevron made up 0.21% of Lakeside Advisors's portfolio in Q2 2026, its #54 holding.
  • Lakeside Advisors first reported a position in Chevron in Q4 2021 and has held it in 19 quarters since.
  • Lakeside Advisors's Chevron position peaked at $414K in Q1 2026.
  • 2,430 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Lakeside Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.