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Lebenthal Global Advisors’s Chevron CVX Stock Holding History

Lebenthal Global 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
2025
Q4 		– Sell
-1,379
Closed -$214K – 191
2025
Q3 		$214K Buy
+1,379
New +$214K 0.04% 187
2023
Q3 		– Sell
-5,639
Closed -$887K – 126
2023
Q2 		$887K Buy
5,639
+1,813
+47% +$291K 0.26% 37
2023
Q1 		$624K Sell
3,826
-159
-4% -$26.7K 0.19% 57
2022
Q4 		$715K Buy
+3,985
New +$695K 0.24% 41
2022
Q2 		– Sell
-4,229
Closed -$688K – 133
2022
Q1 		$688K Buy
4,229
+328
+8% +$47K 0.29% 56
2021
Q4 		$457K Buy
+3,901
New +$443K 0.18% 84
2021
Q1 		– Sell
-813
Closed -$68K – 222
2020
Q4 		$68K Buy
+813
New +$65.8K 0.05% 212

Other funds holding CVX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
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
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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Lebenthal Global Advisors's CVX Position: Q4 2025 in Review

Lebenthal Global Advisors sold out of Chevron (CVX) in Q4 2025, closing a stake of 1,379 shares — an estimated $214K sold.

Lebenthal Global Advisors first reported a position in CVX in Q4 2020 and held it in 7 quarters. The position peaked at $887K in Q2 2023. 3,962 funds tracked by Wall St. Rank hold CVX as of Q4 2025.

  • Lebenthal Global Advisors reported no remaining Chevron position as of Q4 2025 after selling out during the quarter.
  • Lebenthal Global Advisors sold 1,379 Chevron shares in Q4 2025, an estimated $214K.
  • Lebenthal Global Advisors first reported a position in Chevron in Q4 2020 and held it in 7 quarters.
  • Lebenthal Global Advisors's Chevron position peaked at $887K in Q2 2023.
  • 3,962 funds tracked by Wall St. Rank held Chevron as of Q4 2025.

Based on Lebenthal Global Advisors's 13F filing for Q4 2025, filed 28 Jan 2026.