Lederer & Associates Investment Counsel’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $720K | Buy |
4,344
+89
| +2% | +$16.6K | 0.47% | 62 |
|
|
2026
Q1 | $880K | Buy |
4,255
+100
| +2% | +$18.2K | 0.62% | 52 |
|
|
2025
Q4 | $633K | Hold |
4,155
| – | – | 0.42% | 68 |
|
|
2025
Q3 | $645K | Sell |
4,155
-4,088
| -50% | -$633K | 0.42% | 68 |
|
|
2025
Q2 | $1.18M | Buy |
8,243
+5
| +0.1% | +$705 | 0.78% | 42 |
|
|
2025
Q1 | $1.38M | Buy |
8,238
+170
| +2% | +$26.6K | 1.01% | 34 |
|
|
2024
Q4 | $1.17M | Buy |
8,068
+3
| +0% | +$459 | 0.82% | 42 |
|
|
2024
Q3 | $1.19M | Hold |
8,065
| – | – | 0.84% | 42 |
|
|
2024
Q2 | $1.26M | Sell |
8,065
-496
| -6% | -$79.1K | 0.91% | 38 |
|
|
2024
Q1 | $1.35M | Sell |
8,561
-900
| -10% | -$136K | 0.94% | 38 |
|
|
2023
Q4 | $1.41M | Buy |
9,461
+4,507
| +91% | +$682K | 1.04% | 33 |
|
|
2023
Q3 | $835K | Buy |
4,954
+464
| +10% | +$74.9K | 0.66% | 56 |
|
|
2023
Q2 | $707K | Buy |
4,490
+277
| +7% | +$44.4K | 0.53% | 60 |
|
|
2023
Q1 | $687K | Buy |
4,213
+413
| +11% | +$69.2K | 0.53% | 64 |
|
|
2022
Q4 | $682K | Buy |
+3,800
| New | +$663K | 0.56% | 63 |
|
|
2020
Q1 | – | Sell |
-19,170
| Closed | -$2.31M | – | 86 |
|
|
2019
Q4 | $2.31M | Buy |
19,170
+9,435
| +97% | +$1.11M | 2.01% | 15 |
|
|
2019
Q3 | $1.16M | Sell |
9,735
-9,305
| -49% | -$1.13M | 1.1% | 41 |
|
|
2019
Q2 | $2.37M | Sell |
19,040
-165
| -0.9% | -$20K | 2.18% | 10 |
|
|
2019
Q1 | $2.37M | Buy |
19,205
+445
| +2% | +$52.6K | 2.2% | 11 |
|
|
2018
Q4 | $2.04M | Buy |
18,760
+210
| +1% | +$24.3K | 2.18% | 12 |
|
|
2018
Q3 | $2.27M | Buy |
18,550
+295
| +2% | +$35.8K | 1.92% | 15 |
|
|
2018
Q2 | $2.31M | Sell |
18,255
-435
| -2% | -$54K | 2.08% | 10 |
|
|
2018
Q1 | $2.13M | Sell |
18,690
-170
| -0.9% | -$20.3K | 1.92% | 15 |
|
|
2017
Q4 | $2.36M | Buy |
18,860
+130
| +0.7% | +$15.4K | 2.11% | 13 |
|
|
2017
Q3 | $2.2M | Sell |
18,730
-95
| -0.5% | -$10.4K | 2.1% | 12 |
|
|
2017
Q2 | $1.96M | Buy |
18,825
+1,175
| +7% | +$124K | 1.89% | 20 |
|
|
2017
Q1 | $1.9M | Sell |
17,650
-35
| -0.2% | -$3.93K | 1.78% | 20 |
|
|
2016
Q4 | $2.08M | Buy |
+17,685
| New | +$1.93M | 2.07% | 11 |
|
|
2015
Q3 | $1.25M | Sell |
15,787
-355
| -2% | -$29.9K | 1.39% | 38 |
|
|
2015
Q2 | $1.56M | Buy |
16,142
+425
| +3% | +$44.6K | 1.6% | 37 |
|
|
2015
Q1 | $1.65M | Buy |
15,717
+430
| +3% | +$45.9K | 1.61% | 38 |
|
|
2014
Q4 | $1.72M | Buy |
+15,287
| New | +$1.74M | 1.7% | 32 |
|
Other funds holding CVX
Lederer & Associates Investment Counsel's CVX Position: Q2 2026 in Review
Lederer & Associates Investment Counsel increased its Chevron (CVX) stake by 2.1% in Q2 2026, buying an estimated $16.6K and bringing the position to 4,344 shares worth $720K. The position accounts for 0.47% of the portfolio, ranked #62.
Lederer & Associates Investment Counsel first reported a position in CVX in Q4 2014 and has held it in 32 quarters since. The position peaked at $2.37M in Q2 2019. 4,130 funds tracked by Wall St. Rank hold CVX as of Q2 2026.
- Lederer & Associates Investment Counsel held 4,344 shares of Chevron worth $720K as of Q2 2026.
- Lederer & Associates Investment Counsel bought 89 Chevron shares in Q2 2026, an estimated $16.6K.
- Chevron made up 0.47% of Lederer & Associates Investment Counsel's portfolio in Q2 2026, its #62 holding.
- Lederer & Associates Investment Counsel first reported a position in Chevron in Q4 2014 and has held it in 32 quarters since.
- Lederer & Associates Investment Counsel's Chevron position peaked at $2.37M in Q2 2019.
- 4,130 funds tracked by Wall St. Rank held Chevron as of Q2 2026.
Based on Lederer & Associates Investment Counsel's 13F filing for Q2 2026, filed 10 Jul 2026.