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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
Q2 		$807K Sell
4,869
-114
-2% -$21.2K 0.24% 119
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Legacy Capital Group California's CVX Position: Q2 2026 in Review

Legacy Capital Group California reduced its Chevron (CVX) stake by 2.3% in Q2 2026, selling an estimated $21.2K and leaving 4,869 shares worth $807K. The position accounts for 0.24% of the portfolio, ranked #119.

Legacy Capital Group California first reported a position in CVX in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.03M in Q1 2026. 4,141 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Legacy Capital Group California held 4,869 shares of Chevron worth $807K as of Q2 2026.
  • Legacy Capital Group California sold 114 Chevron shares in Q2 2026, an estimated $21.2K.
  • Chevron made up 0.24% of Legacy Capital Group California's portfolio in Q2 2026, its #119 holding.
  • Legacy Capital Group California first reported a position in Chevron in Q4 2023 and has held it in 11 quarters since.
  • Legacy Capital Group California's Chevron position peaked at $1.03M in Q1 2026.
  • 4,141 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Legacy Capital Group California's 13F filing for Q2 2026, filed 29 Jul 2026.