LEA
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Legacy Edge Advisors’s Chevron CVX Stock Holding History

Legacy Edge Advisors’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 		$315K Sell
2,197
-88
-4% -$16.4K 0.04% 160
2026
Q1 		$473K Sell
2,285
-16
-0.7% -$2.92K 0.05% 144
2025
Q4 		$351K Buy
+2,301
New +$350K 0.04% 164

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
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Legacy Edge Advisors's CVX Position: Q2 2026 in Review

Legacy Edge Advisors reduced its Chevron (CVX) stake by 3.9% in Q2 2026, selling an estimated $16.4K and leaving 2,197 shares worth $315K. The position accounts for 0.04% of the portfolio, ranked #160.

Legacy Edge Advisors first reported a position in CVX in Q4 2025 and has held it in 3 quarters since. The position peaked at $473K in Q1 2026. 2,919 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Legacy Edge Advisors held 2,197 shares of Chevron worth $315K as of Q2 2026.
  • Legacy Edge Advisors sold 88 Chevron shares in Q2 2026, an estimated $16.4K.
  • Chevron made up 0.04% of Legacy Edge Advisors's portfolio in Q2 2026, its #160 holding.
  • Legacy Edge Advisors first reported a position in Chevron in Q4 2025 and has held it in 3 quarters since.
  • Legacy Edge Advisors's Chevron position peaked at $473K in Q1 2026.
  • 2,919 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Legacy Edge Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.