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Lederer & Associates Investment Counsel’s Chevron CVX Stock Holding History

Lederer & Associates Investment Counsel’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 		$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

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

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. 1,922 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.
  • 1,922 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.