LCGC
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Legacy Capital Group California’s Chevron CVX Stock Holding History

Legacy Capital Group California’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 		$1.03M Sell
4,983
-942
-16% -$172K 0.39% 68
2025
Q4 		$903K Sell
5,925
-43
-0.7% -$6.55K 0.22% 119
2025
Q3 		$927K Sell
5,968
-45
-0.7% -$6.97K 0.24% 114
2025
Q2 		$861K Buy
6,013
+3,105
+107% +$438K 0.24% 111
2025
Q1 		$487K Sell
2,908
-17
-0.6% -$2.66K 0.17% 172
2024
Q4 		$424K Sell
2,925
-29
-1% -$4.44K 0.13% 198
2024
Q3 		$435K Sell
2,954
-129
-4% -$19.2K 0.14% 186
2024
Q2 		$482K Buy
3,083
+31
+1% +$4.94K 0.17% 170
2024
Q1 		$481K Sell
3,052
-101
-3% -$15.2K 0.18% 174
2023
Q4 		$470K Buy
+3,153
New +$477K 0.18% 168

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

Legacy Capital Group California's CVX Position: Q1 2026 in Review

Legacy Capital Group California reduced its Chevron (CVX) stake by 16% in Q1 2026, selling an estimated $172K and leaving 4,983 shares worth $1.03M. The position accounts for 0.39% of the portfolio, ranked #68.

Legacy Capital Group California first reported a position in CVX in Q4 2023 and has held it in 10 quarters since. 4,268 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Legacy Capital Group California held 4,983 shares of Chevron worth $1.03M as of Q1 2026.
  • Legacy Capital Group California sold 942 Chevron shares in Q1 2026, an estimated $172K.
  • Chevron made up 0.39% of Legacy Capital Group California's portfolio in Q1 2026, its #68 holding.
  • Legacy Capital Group California first reported a position in Chevron in Q4 2023 and has held it in 10 quarters since.
  • 4,268 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Legacy Capital Group California's 13F filing for Q1 2026, filed 4 May 2026.