Lantz Financial’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $4.4M | Sell |
26,547
-932
| -3% | -$173K | 0.81% | 26 |
|
|
2026
Q1 | $5.69M | Buy |
27,479
+506
| +2% | +$92.3K | 1.18% | 22 |
|
|
2025
Q4 | $4.11M | Sell |
26,973
-226
| -0.8% | -$34.4K | 0.87% | 27 |
|
|
2025
Q3 | $4.22M | Buy |
27,199
+974
| +4% | +$151K | 0.93% | 25 |
|
|
2025
Q2 | $3.76M | Buy |
26,225
+2,223
| +9% | +$313K | 0.94% | 23 |
|
|
2025
Q1 | $4.02M | Sell |
24,002
-363
| -1% | -$56.8K | 1.1% | 18 |
|
|
2024
Q4 | $3.53M | Buy |
24,365
+1,264
| +5% | +$193K | 0.94% | 23 |
|
|
2024
Q3 | $3.4M | Sell |
23,101
-233
| -1% | -$34.7K | 0.92% | 21 |
|
|
2024
Q2 | $3.65M | Buy |
23,334
+623
| +3% | +$99.3K | 1.13% | 19 |
|
|
2024
Q1 | $3.58M | Buy |
22,711
+866
| +4% | +$131K | 1.15% | 16 |
|
|
2023
Q4 | $3.26M | Buy |
21,845
+438
| +2% | +$66.2K | 1.18% | 15 |
|
|
2023
Q3 | $3.61M | Buy |
21,407
+210
| +1% | +$33.9K | 1.44% | 12 |
|
|
2023
Q2 | $3.34M | Buy |
21,197
+293
| +1% | +$47K | 1.31% | 16 |
|
|
2023
Q1 | $3.41M | Buy |
20,904
+3,725
| +22% | +$625K | 1.42% | 13 |
|
|
2022
Q4 | $3.08M | Sell |
17,179
-379
| -2% | -$66.1K | 1.4% | 14 |
|
|
2022
Q3 | $2.52M | Buy |
17,558
+40
| +0.2% | +$6.1K | 1.31% | 14 |
|
|
2022
Q2 | $2.54M | Sell |
17,518
-896
| -5% | -$148K | 1.14% | 18 |
|
|
2022
Q1 | $3M | Sell |
18,414
-1,027
| -5% | -$147K | 1.22% | 15 |
|
|
2021
Q4 | $2.28M | Buy |
19,441
+512
| +3% | +$58.2K | 1.05% | 18 |
|
|
2021
Q3 | $1.92M | Buy |
18,929
+300
| +2% | +$29.9K | 0.98% | 20 |
|
|
2021
Q2 | $1.95M | Buy |
18,629
+323
| +2% | +$34.1K | 1% | 20 |
|
|
2021
Q1 | $1.92M | Buy |
18,306
+500
| +3% | +$48.8K | 1.09% | 19 |
|
|
2020
Q4 | $1.5M | Buy |
17,806
+300
| +2% | +$24.3K | 0.94% | 28 |
|
|
2020
Q3 | $1.26M | Buy |
17,506
+864
| +5% | +$72.7K | 0.85% | 38 |
|
|
2020
Q2 | $1.49M | Sell |
16,642
-50
| -0.3% | -$4.48K | 1.07% | 26 |
|
|
2020
Q1 | $1.21M | Sell |
16,692
-168
| -1% | -$16.6K | 0.95% | 32 |
|
|
2019
Q4 | $2.03M | Buy |
16,860
+564
| +3% | +$66.4K | 1.2% | 15 |
|
|
2019
Q3 | $1.83M | Sell |
16,296
-127
| -0.8% | -$15.4K | 1.24% | 14 |
|
|
2019
Q2 | $2.02M | Buy |
16,423
+264
| +2% | +$31.9K | 1.37% | 10 |
|
|
2019
Q1 | $1.99M | Buy |
+16,159
| New | +$1.91M | 1.44% | 9 |
|
Other funds holding CVX
Lantz Financial's CVX Position: Q2 2026 in Review
Lantz Financial reduced its Chevron (CVX) stake by 3.4% in Q2 2026, selling an estimated $173K and leaving 26,547 shares worth $4.4M. The position accounts for 0.81% of the portfolio, ranked #26.
Lantz Financial first reported a position in CVX in Q1 2019 and has held it in 30 quarters since. The position peaked at $5.69M in Q1 2026. 4,123 funds tracked by Wall St. Rank hold CVX as of Q2 2026.
- Lantz Financial held 26,547 shares of Chevron worth $4.4M as of Q2 2026.
- Lantz Financial sold 932 Chevron shares in Q2 2026, an estimated $173K.
- Chevron made up 0.81% of Lantz Financial's portfolio in Q2 2026, its #26 holding.
- Lantz Financial first reported a position in Chevron in Q1 2019 and has held it in 30 quarters since.
- Lantz Financial's Chevron position peaked at $5.69M in Q1 2026.
- 4,123 funds tracked by Wall St. Rank held Chevron as of Q2 2026.
Based on Lantz Financial's 13F filing for Q2 2026, filed 9 Jul 2026.