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Lane Brothers & Co’s Chevron CVX Stock Holding History

Lane Brothers & Co’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 		$306K Sell
1,846
-21
-1% -$3.91K 0.2% 66
2026
Q1 		$386K Buy
1,867
+12
+0.6% +$2.19K 0.28% 48
2025
Q4 		$283K Buy
+1,855
New +$283K 0.2% 65

Other funds holding CVX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Lane Brothers & Co's CVX Position: Q2 2026 in Review

Lane Brothers & Co reduced its Chevron (CVX) stake by 1.1% in Q2 2026, selling an estimated $3.91K and leaving 1,846 shares worth $306K. The position accounts for 0.2% of the portfolio, ranked #66.

Lane Brothers & Co first reported a position in CVX in Q4 2025 and has held it in 3 quarters since. The position peaked at $386K in Q1 2026. 4,097 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Lane Brothers & Co held 1,846 shares of Chevron worth $306K as of Q2 2026.
  • Lane Brothers & Co sold 21 Chevron shares in Q2 2026, an estimated $3.91K.
  • Chevron made up 0.2% of Lane Brothers & Co's portfolio in Q2 2026, its #66 holding.
  • Lane Brothers & Co first reported a position in Chevron in Q4 2025 and has held it in 3 quarters since.
  • Lane Brothers & Co's Chevron position peaked at $386K in Q1 2026.
  • 4,097 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Lane Brothers & Co's 13F filing for Q2 2026, filed 5 Aug 2026.