LCM
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LCM Capital Management’s Chevron CVX Stock Holding History

LCM 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
Q1 		$1.85M Buy
8,949
+177
+2% +$32.3K 0.93% 20
2025
Q4 		$1.34M Buy
8,772
+2
+0% +$305 0.65% 25
2025
Q3 		$1.36M Buy
8,770
+268
+3% +$41.5K 0.65% 25
2025
Q2 		$1.22M Buy
8,502
+33
+0.4% +$4.65K 0.63% 27
2025
Q1 		$1.42M Buy
8,469
+175
+2% +$27.4K 0.83% 22
2024
Q4 		$1.2M Buy
8,294
+28
+0.3% +$4.29K 0.68% 26
2024
Q3 		$1.22M Buy
8,266
+1
+0% +$149 0.7% 28
2024
Q2 		$1.29M Buy
8,265
+96
+1% +$15.3K 0.81% 21
2024
Q1 		$1.29M Buy
8,169
+114
+1% +$17.2K 0.83% 21
2023
Q4 		$1.2M Buy
8,055
+9
+0.1% +$1.36K 0.87% 20
2023
Q3 		$1.36M Buy
8,046
+318
+4% +$51.4K 1.11% 15
2023
Q2 		$1.22M Buy
7,728
+131
+2% +$21K 0.99% 18
2023
Q1 		$1.24M Buy
7,597
+318
+4% +$53.3K 1.08% 17
2022
Q4 		$1.31M Buy
7,279
+42
+0.6% +$7.33K 1.27% 14
2022
Q3 		$1.04M Sell
7,237
-21
-0.3% -$3.2K 1.1% 16
2022
Q2 		$1.05M Sell
7,258
-48
-0.7% -$7.93K 1.03% 16
2022
Q1 		$1.19M Buy
7,306
+63
+0.9% +$9.04K 0.96% 16
2021
Q4 		$850K Buy
7,243
+239
+3% +$27.1K 0.66% 28
2021
Q3 		$711K Sell
7,004
-331
-5% -$33K 0.6% 32
2021
Q2 		$768K Sell
7,335
-5
-0.1% -$528 0.64% 29
2021
Q1 		$769K Sell
7,340
-218
-3% -$21.3K 0.69% 24
2020
Q4 		$638K Buy
+7,558
New +$612K 0.61% 32

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 $295B AUM 31.6% 1-Year Est. Return

LCM Capital Management's CVX Position: Q1 2026 in Review

LCM Capital Management increased its Chevron (CVX) stake by 2% in Q1 2026, buying an estimated $32.3K and bringing the position to 8,949 shares worth $1.85M. The position accounts for 0.93% of the portfolio, ranked #20.

LCM Capital Management first reported a position in CVX in Q4 2020 and has held it in 22 quarters since. 4,268 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • LCM Capital Management held 8,949 shares of Chevron worth $1.85M as of Q1 2026.
  • LCM Capital Management bought 177 Chevron shares in Q1 2026, an estimated $32.3K.
  • Chevron made up 0.93% of LCM Capital Management's portfolio in Q1 2026, its #20 holding.
  • LCM Capital Management first reported a position in Chevron in Q4 2020 and has held it in 22 quarters since.
  • 4,268 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on LCM Capital Management's 13F filing for Q1 2026, filed 21 Apr 2026.