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 Q2	$403K	Buy	2,434 +692	+40%	+$129K	0.22%	81
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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Lakewood Asset Management's CVX Position: Q2 2026 in Review

Lakewood Asset Management increased its Chevron (CVX) stake by 40% in Q2 2026, buying an estimated $129K and bringing the position to 2,434 shares worth $403K. The position accounts for 0.22% of the portfolio, ranked #81.

Lakewood Asset Management first reported a position in CVX in Q4 2022 and has held it in 15 quarters since. The position peaked at $666K in Q4 2022. 4,126 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

Lakewood Asset Management held 2,434 shares of Chevron worth $403K as of Q2 2026.
Lakewood Asset Management bought 692 Chevron shares in Q2 2026, an estimated $129K.
Chevron made up 0.22% of Lakewood Asset Management's portfolio in Q2 2026, its #81 holding.
Lakewood Asset Management first reported a position in Chevron in Q4 2022 and has held it in 15 quarters since.
Lakewood Asset Management's Chevron position peaked at $666K in Q4 2022.
4,126 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Lakewood Asset Management's 13F filing for Q2 2026, filed 6 Aug 2026.