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LaSalle St. Investment Advisors’s Chevron CVX Stock Holding History

LaSalle St. Investment 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
Q1 		$1.18M Buy
5,684
+1,125
+25% +$205K 0.17% 105
2025
Q4 		$694K Buy
4,559
+996
+28% +$152K 0.11% 148
2025
Q3 		$553K Sell
3,563
-71
-2% -$11K 0.1% 159
2025
Q2 		$520K Sell
3,634
-277
-7% -$39K 0.14% 146
2025
Q1 		$654K Buy
3,911
+148
+4% +$23.2K 0.15% 124
2024
Q4 		$545K Sell
3,763
-3,583
-49% -$548K 0.17% 119
2024
Q3 		$1.08M Buy
7,346
+651
+10% +$96.9K 0.42% 41
2024
Q2 		$1.05M Buy
6,695
+3,018
+82% +$481K 0.52% 32
2024
Q1 		$549K Buy
3,677
+43
+1% +$6.49K 0.31% 54
2023
Q4 		$5.42M Sell
3,634
-19
-0.5% -$2.87K 0.36% 44
2023
Q3 		$616K Buy
3,653
+2,002
+121% +$323K 0.3% 45
2023
Q2 		$259K Sell
1,651
-2,001
-55% -$321K 0.11% 99
2023
Q1 		$595K Buy
3,652
+1,071
+41% +$180K 0.26% 58
2022
Q4 		$463K Buy
+2,581
New +$450K 0.22% 56

Other funds holding CVX

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Geode Capital Management
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

LaSalle St. Investment Advisors's CVX Position: Q1 2026 in Review

LaSalle St. Investment Advisors increased its Chevron (CVX) stake by 25% in Q1 2026, buying an estimated $205K and bringing the position to 5,684 shares worth $1.18M. The position accounts for 0.17% of the portfolio, ranked #105.

LaSalle St. Investment Advisors first reported a position in CVX in Q4 2022 and has held it in 14 quarters since. The position peaked at $5.42M in Q4 2023. 4,274 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • LaSalle St. Investment Advisors held 5,684 shares of Chevron worth $1.18M as of Q1 2026.
  • LaSalle St. Investment Advisors bought 1,125 Chevron shares in Q1 2026, an estimated $205K.
  • Chevron made up 0.17% of LaSalle St. Investment Advisors's portfolio in Q1 2026, its #105 holding.
  • LaSalle St. Investment Advisors first reported a position in Chevron in Q4 2022 and has held it in 14 quarters since.
  • LaSalle St. Investment Advisors's Chevron position peaked at $5.42M in Q4 2023.
  • 4,274 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on LaSalle St. Investment Advisors's 13F filing for Q1 2026, filed 8 May 2026.