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Lee-Kelleher Wealth Management’s Chevron CVX Stock Holding History

Lee-Kelleher Wealth 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 		$337K Buy
2,033
+28
+1% +$5.21K 0.18% 34
2026
Q1 		$415K Hold
2,005
– – 0.25% 29
2025
Q4 		$306K Hold
2,005
– – 0.18% 31
2025
Q3 		$311K Hold
2,005
– – 0.19% 31
2025
Q2 		$287K Sell
2,005
-424
-17% -$59.8K 0.19% 31
2025
Q1 		$406K Hold
2,429
– – 0.3% 27
2024
Q4 		$352K Buy
+2,429
New +$372K 0.25% 30

Other funds holding CVX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Lee-Kelleher Wealth Management's CVX Position: Q2 2026 in Review

Lee-Kelleher Wealth Management increased its Chevron (CVX) stake by 1.4% in Q2 2026, buying an estimated $5.21K and bringing the position to 2,033 shares worth $337K. The position accounts for 0.18% of the portfolio, ranked #34.

Lee-Kelleher Wealth Management first reported a position in CVX in Q4 2024 and has held it in 7 quarters since. The position peaked at $415K in Q1 2026. 4,110 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Lee-Kelleher Wealth Management held 2,033 shares of Chevron worth $337K as of Q2 2026.
  • Lee-Kelleher Wealth Management bought 28 Chevron shares in Q2 2026, an estimated $5.21K.
  • Chevron made up 0.18% of Lee-Kelleher Wealth Management's portfolio in Q2 2026, its #34 holding.
  • Lee-Kelleher Wealth Management first reported a position in Chevron in Q4 2024 and has held it in 7 quarters since.
  • Lee-Kelleher Wealth Management's Chevron position peaked at $415K in Q1 2026.
  • 4,110 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Lee-Kelleher Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.