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Lawood & Co’s Chevron CVX Stock Holding History

Lawood & 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
Q3 		$2.99M Sell
14,658
-41
-0.3% -$8.07K 2.07% 15
2026
Q2 		$2.44M Sell
14,699
-16
-0.1% -$2.98K 1.65% 17
2026
Q1 		$3.04M Buy
14,715
+100
+0.7% +$18.2K 2.83% 9
2025
Q4 		$2.23M Buy
+14,615
New +$2.23M 2.11% 13

Other funds holding CVX

FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
QPBE
Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return
CA
CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return
AIM
Avity Investment Management Greenwich, Connecticut $1.6B AUM 32.15% 1-Year Est. Return

Lawood & Co's CVX Position: Q3 2026 in Review

Lawood & Co reduced its Chevron (CVX) stake by 0.28% in Q3 2026, selling an estimated $8.07K and leaving 14,658 shares worth $2.99M. The position accounts for 2.07% of the portfolio, ranked #15.

Lawood & Co first reported a position in CVX in Q4 2025 and has held it in 4 quarters since. The position peaked at $3.04M in Q1 2026. 244 funds tracked by Wall St. Rank hold CVX as of Q3 2026.

  • Lawood & Co held 14,658 shares of Chevron worth $2.99M as of Q3 2026.
  • Lawood & Co sold 41 Chevron shares in Q3 2026, an estimated $8.07K.
  • Chevron made up 2.07% of Lawood & Co's portfolio in Q3 2026, its #15 holding.
  • Lawood & Co first reported a position in Chevron in Q4 2025 and has held it in 4 quarters since.
  • Lawood & Co's Chevron position peaked at $3.04M in Q1 2026.
  • 244 funds tracked by Wall St. Rank held Chevron as of Q3 2026.

Based on Lawood & Co's 13F filing for Q3 2026, filed 9 Oct 2026.