Lantern Wealth Advisors’s Chevron CVX Stock Holding History

Lantern Wealth 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	$1.09M	Sell	6,577 -113	-2%	-$21K	0.5%	52
2026 Q1	$1.38M	Sell	6,690 -229	-3%	-$41.8K	0.71%	40
2025 Q4	$1.05M	Buy	6,919 +104	+2%	+$15.8K	0.56%	46
2025 Q3	$1.06M	Buy	6,815 +45	+0.7%	+$6.97K	0.56%	45
2025 Q2	$969K	Buy	+6,770	New	+$954K	0.58%	50
2024 Q4	$804K	Buy	5,548 +128	+2%	+$19.6K	0.52%	49
2024 Q3	$798K	Hold	5,420	–	–	0.55%	50
2024 Q2	$848K	Sell	5,420 -500	-8%	-$79.7K	0.61%	45
2024 Q1	$934K	Sell	5,920 -205	-3%	-$30.9K	0.66%	46
2023 Q4	$914K	Buy	+6,125	New	+$926K	0.72%	39

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

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Lantern Wealth Advisors's CVX Position: Q2 2026 in Review

Lantern Wealth Advisors reduced its Chevron (CVX) stake by 1.7% in Q2 2026, selling an estimated $21K and leaving 6,577 shares worth $1.09M. The position accounts for 0.5% of the portfolio, ranked #52.

Lantern Wealth Advisors first reported a position in CVX in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.38M in Q1 2026. 2,706 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

Lantern Wealth Advisors held 6,577 shares of Chevron worth $1.09M as of Q2 2026.
Lantern Wealth Advisors sold 113 Chevron shares in Q2 2026, an estimated $21K.
Chevron made up 0.5% of Lantern Wealth Advisors's portfolio in Q2 2026, its #52 holding.
Lantern Wealth Advisors first reported a position in Chevron in Q4 2023 and has held it in 10 quarters since.
Lantern Wealth Advisors's Chevron position peaked at $1.38M in Q1 2026.
2,706 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Lantern Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.