LFS
CVX icon

Legacy Financial Strategies’s Chevron CVX Stock Holding History

Legacy Financial Strategies’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 		$328K Sell
1,980
-27
-1% -$5.03K 0.05% 116
2026
Q1 		$415K Buy
2,007
+172
+9% +$31.4K 0.07% 87
2025
Q4 		$280K Sell
1,835
-135
-7% -$20.6K 0.05% 114
2025
Q3 		$306K Buy
1,970
+186
+10% +$28.8K 0.06% 103
2025
Q2 		$255K Buy
+1,784
New +$251K 0.05% 112
2025
Q1 		– Sell
-1,869
Closed -$274K – 123
2024
Q4 		$274K Buy
1,869
+63
+3% +$9.64K 0.06% 95
2024
Q3 		$266K Buy
+1,806
New +$269K 0.06% 97

Other funds holding CVX

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
AACR
ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return

Legacy Financial Strategies's CVX Position: Q2 2026 in Review

Legacy Financial Strategies reduced its Chevron (CVX) stake by 1.3% in Q2 2026, selling an estimated $5.03K and leaving 1,980 shares worth $328K. The position accounts for 0.05% of the portfolio, ranked #116.

Legacy Financial Strategies first reported a position in CVX in Q3 2024 and has held it in 7 quarters since. The position peaked at $415K in Q1 2026. 2,433 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Legacy Financial Strategies held 1,980 shares of Chevron worth $328K as of Q2 2026.
  • Legacy Financial Strategies sold 27 Chevron shares in Q2 2026, an estimated $5.03K.
  • Chevron made up 0.05% of Legacy Financial Strategies's portfolio in Q2 2026, its #116 holding.
  • Legacy Financial Strategies first reported a position in Chevron in Q3 2024 and has held it in 7 quarters since.
  • Legacy Financial Strategies's Chevron position peaked at $415K in Q1 2026.
  • 2,433 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Legacy Financial Strategies's 13F filing for Q2 2026, filed 21 Jul 2026.