Lazari Capital Management’s Chevron CVX Stock Holding History

Lazari Capital 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	$1.16M	Buy	6,993 +19	+0.3%	+$3.54K	0.36%	47
2026 Q1	$1.44M	Buy	6,974 +123	+2%	+$22.4K	0.5%	40
2025 Q4	$1.04M	Buy	6,851 +88	+1%	+$13.4K	0.35%	51
2025 Q3	$1.05M	Buy	6,763 +73	+1%	+$11.3K	0.35%	48
2025 Q2	$958K	Sell	6,690 -20	-0.3%	-$2.82K	0.36%	47
2025 Q1	$1.12M	Buy	6,710 +2,203	+49%	+$345K	0.46%	42
2024 Q4	$653K	Buy	4,507 +312	+7%	+$47.8K	0.26%	63
2024 Q3	$618K	Buy	4,195 +128	+3%	+$19.1K	0.26%	67
2024 Q2	$636K	Buy	4,067 +761	+23%	+$121K	0.29%	61
2024 Q1	$521K	Buy	3,306 +223	+7%	+$33.7K	0.28%	58
2023 Q4	$460K	Buy	3,083 +932	+43%	+$141K	0.26%	68
2023 Q3	$363K	Buy	2,151 +19	+0.9%	+$3.07K	0.22%	70
2023 Q2	$335K	Buy	+2,132	New	+$342K	0.19%	75

Other funds holding CVX

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

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 Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Lazari Capital Management's CVX Position: Q2 2026 in Review

Lazari Capital Management increased its Chevron (CVX) stake by 0.27% in Q2 2026, buying an estimated $3.54K and bringing the position to 6,993 shares worth $1.16M. The position accounts for 0.36% of the portfolio, ranked #47.

Lazari Capital Management first reported a position in CVX in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.44M in Q1 2026. 2,046 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

Lazari Capital Management held 6,993 shares of Chevron worth $1.16M as of Q2 2026.
Lazari Capital Management bought 19 Chevron shares in Q2 2026, an estimated $3.54K.
Chevron made up 0.36% of Lazari Capital Management's portfolio in Q2 2026, its #47 holding.
Lazari Capital Management first reported a position in Chevron in Q2 2023 and has held it in 13 quarters since.
Lazari Capital Management's Chevron position peaked at $1.44M in Q1 2026.
2,046 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Lazari Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.