Lakewood Asset Management’s Chevron CVX Stock Holding History

Lakewood Asset Management’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	$360K	Buy	1,742 +22	+1%	+$4.01K	0.23%	82
2025 Q4	$262K	Buy	1,720 +1	+0.1%	+$152	0.15%	87
2025 Q3	$267K	Buy	1,719 +2	+0.1%	+$310	0.16%	83
2025 Q2	$246K	Buy	1,717 +2	+0.1%	+$282	0.16%	90
2025 Q1	$287K	Sell	1,715 -1,113	-39%	-$174K	0.19%	76
2024 Q4	$410K	Buy	2,828 +5	+0.2%	+$765	0.28%	77
2024 Q3	$416K	Sell	2,823 -396	-12%	-$58.9K	0.28%	75
2024 Q2	$504K	Buy	3,219 +10	+0.3%	+$1.59K	0.35%	67
2024 Q1	$506K	Sell	3,209 -660	-17%	-$99.6K	0.34%	68
2023 Q4	$577K	Buy	3,869 +3	+0.1%	+$454	0.45%	57
2023 Q3	$652K	Buy	3,866 +150	+4%	+$24.2K	0.53%	54
2023 Q2	$585K	Buy	3,716 +3	+0.1%	+$481	0.46%	60
2023 Q1	$606K	Buy	3,713 +2	+0.1%	+$335	0.5%	58
2022 Q4	$666K	Buy	+3,711	New	+$648K	0.54%	53

Other funds holding CVX

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Lakewood Asset Management's CVX Position: Q1 2026 in Review

Lakewood Asset Management increased its Chevron (CVX) stake by 1.3% in Q1 2026, buying an estimated $4.01K and bringing the position to 1,742 shares worth $360K. The position accounts for 0.23% of the portfolio, ranked #82.

Lakewood Asset Management first reported a position in CVX in Q4 2022 and has held it in 14 quarters since. The position peaked at $666K in Q4 2022. 4,268 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

Lakewood Asset Management held 1,742 shares of Chevron worth $360K as of Q1 2026.
Lakewood Asset Management bought 22 Chevron shares in Q1 2026, an estimated $4.01K.
Chevron made up 0.23% of Lakewood Asset Management's portfolio in Q1 2026, its #82 holding.
Lakewood Asset Management first reported a position in Chevron in Q4 2022 and has held it in 14 quarters since.
Lakewood Asset Management's Chevron position peaked at $666K in Q4 2022.
4,268 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Lakewood Asset Management's 13F filing for Q1 2026, filed 23 Apr 2026.