LKIM
CVX icon

Lawson Kroeker Investment Management’s Chevron CVX Stock Holding History

Lawson Kroeker Investment Management’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 		$5.11M Sell
30,799
-375
-1% -$69.8K 1.42% 28
2026
Q1 		$6.45M Sell
31,174
-230
-0.7% -$41.9K 1.88% 21
2025
Q4 		$4.79M Sell
31,404
-1,716
-5% -$261K 1.42% 27
2025
Q3 		$5.14M Sell
33,120
-250
-0.7% -$38.7K 0.94% 34
2025
Q2 		$4.78M Sell
33,370
-76
-0.2% -$10.7K 0.89% 37
2025
Q1 		$5.6M Sell
33,446
-851
-2% -$133K 1.03% 33
2024
Q4 		$4.97M Sell
34,297
-346
-1% -$53K 0.94% 38
2024
Q3 		$5.1M Sell
34,643
-13,454
-28% -$2M 0.93% 39
2024
Q2 		$7.52M Buy
48,097
+1,374
+3% +$219K 1.45% 26
2024
Q1 		$7.37M Buy
46,723
+368
+0.8% +$55.5K 1.4% 26
2023
Q4 		$6.91M Buy
46,355
+262
+0.6% +$39.6K 1.42% 28
2023
Q3 		$7.77M Buy
46,093
+139
+0.3% +$22.5K 1.71% 23
2023
Q2 		$7.23M Sell
45,954
-36
-0.1% -$5.77K 1.74% 23
2023
Q1 		$7.5M Buy
45,990
+13,346
+41% +$2.24M 1.68% 22
2022
Q4 		$5.86M Sell
32,644
-1,755
-5% -$306K 1.98% 21
2022
Q3 		$4.94M Buy
34,399
+120
+0.4% +$18.3K 1.74% 22
2022
Q2 		$4.96M Sell
34,279
-518
-1% -$85.6K 1.67% 24
2022
Q1 		$5.67M Buy
34,797
+15
+0% +$2.15K 1.78% 23
2021
Q4 		$4.08M Sell
34,782
-168
-0.5% -$19.1K 1.27% 31
2021
Q3 		$3.55M Sell
34,950
-1,950
-5% -$194K 1.18% 32
2021
Q2 		$3.87M Sell
36,900
-725
-2% -$76.5K 1.22% 29
2021
Q1 		$3.94M Sell
37,625
-20
-0.1% -$1.95K 1.35% 29
2020
Q4 		$3.18M Sell
37,645
-1,185
-3% -$95.9K 1.19% 29
2020
Q3 		$2.8M Sell
38,830
-175
-0.4% -$14.7K 1.25% 29
2020
Q2 		$3.48M Hold
39,005
– – 1.64% 24
2020
Q1 		$2.83M Buy
39,005
+100
+0.3% +$9.88K 1.57% 23
2019
Q4 		$4.69M Sell
38,905
-451
-1% -$53.1K 1.73% 24
2019
Q3 		$4.67M Sell
39,356
-6,915
-15% -$840K 1.78% 24
2019
Q2 		$5.76M Sell
46,271
-287
-0.6% -$34.7K 1.93% 20
2019
Q1 		$5.74M Sell
46,558
-523
-1% -$61.9K 2.05% 17
2018
Q4 		$5.12M Buy
47,081
+3,875
+9% +$449K 2.01% 20
2018
Q3 		$5.28M Buy
43,206
+3,285
+8% +$399K 1.71% 22
2018
Q2 		$5.05M Sell
39,921
-70
-0.2% -$8.69K 1.8% 21
2018
Q1 		$4.56M Sell
39,991
-15
-0% -$1.79K 1.49% 26
2017
Q4 		$5.01M Sell
40,006
-4,365
-10% -$518K 1.61% 24
2017
Q3 		$5.21M Sell
44,371
-100
-0.2% -$10.9K 1.64% 27
2017
Q2 		$4.64M Sell
44,471
-18
-0% -$1.91K 1.55% 28
2017
Q1 		$4.78M Sell
44,489
-72
-0.2% -$8.08K 1.62% 27
2016
Q4 		$5.25M Sell
44,561
-5,200
-10% -$566K 1.8% 25
2016
Q3 		$5.12M Hold
49,761
– – 1.65% 26
2016
Q2 		$5.22M Sell
49,761
-456
-0.9% -$45.9K 1.73% 26
2016
Q1 		$4.79M Buy
50,217
+80
+0.2% +$7K 1.65% 24
2015
Q4 		$4.51M Sell
50,137
-100
-0.2% -$9.02K 1.56% 23
2015
Q3 		$3.96M Sell
50,237
-1,270
-2% -$107K 1.33% 25
2015
Q2 		$4.97M Sell
51,507
-200
-0.4% -$21K 1.47% 27
2015
Q1 		$5.43M Sell
51,707
-85
-0.2% -$9.07K 1.58% 25
2014
Q4 		$5.81M Buy
51,792
+500
+1% +$56.8K 1.83% 26
2014
Q3 		$6.12M Sell
51,292
-157
-0.3% -$20K 1.83% 24
2014
Q2 		$6.72M Sell
51,449
-150
-0.3% -$18.7K 1.96% 23
2014
Q1 		$6.14M Sell
51,599
-40
-0.1% -$4.65K 1.92% 24
2013
Q4 		$6.45M Sell
51,639
-3,900
-7% -$471K 2.05% 26
2013
Q3 		$6.75M Sell
55,539
-4,137
-7% -$508K 2.24% 22
2013
Q2 		$7.06M Buy
+59,676
New +$7.21M 2.47% 15

Other funds holding CVX

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
AACR
ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Lawson Kroeker Investment Management's CVX Position: Q2 2026 in Review

Lawson Kroeker Investment Management reduced its Chevron (CVX) stake by 1.2% in Q2 2026, selling an estimated $69.8K and leaving 30,799 shares worth $5.11M. The position accounts for 1.42% of the portfolio, ranked #28.

Lawson Kroeker Investment Management first reported a position in CVX in Q2 2013 and has held it in 53 quarters since. The position peaked at $7.77M in Q3 2023. 2,274 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Lawson Kroeker Investment Management held 30,799 shares of Chevron worth $5.11M as of Q2 2026.
  • Lawson Kroeker Investment Management sold 375 Chevron shares in Q2 2026, an estimated $69.8K.
  • Chevron made up 1.42% of Lawson Kroeker Investment Management's portfolio in Q2 2026, its #28 holding.
  • Lawson Kroeker Investment Management first reported a position in Chevron in Q2 2013 and has held it in 53 quarters since.
  • Lawson Kroeker Investment Management's Chevron position peaked at $7.77M in Q3 2023.
  • 2,274 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Lawson Kroeker Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.