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Legacy Wealth Asset Management’s Chevron CVX Stock Holding History

Legacy Wealth Asset 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 		$842K Sell
5,077
-125
-2% -$23.3K 0.18% 150
2026
Q1 		$1.08M Sell
5,202
-1
-0% -$182 0.26% 109
2025
Q4 		$793K Buy
5,203
+18
+0.3% +$2.74K 0.19% 156
2025
Q3 		$805K Buy
5,185
+6
+0.1% +$929 0.2% 150
2025
Q2 		$742K Buy
5,179
+16
+0.3% +$2.26K 0.19% 152
2025
Q1 		$864K Sell
5,163
-74
-1% -$11.6K 0.24% 106
2024
Q4 		$759K Sell
5,237
-102
-2% -$15.6K 0.21% 134
2024
Q3 		$786K Buy
5,339
+27
+0.5% +$4.02K 0.21% 132
2024
Q2 		$831K Sell
5,312
-1,071
-17% -$171K 0.23% 112
2024
Q1 		$1.01M Buy
6,383
+112
+2% +$16.9K 0.28% 99
2023
Q4 		$935K Sell
6,271
-23
-0.4% -$3.48K 0.31% 95
2023
Q3 		$1.06M Buy
6,294
+119
+2% +$19.2K 0.39% 77
2023
Q2 		$972K Buy
6,175
+374
+6% +$60K 0.34% 83
2023
Q1 		$946K Sell
5,801
-65
-1% -$10.9K 0.34% 83
2022
Q4 		$1.05M Sell
5,866
-82
-1% -$14.3K 0.4% 74
2022
Q3 		$855K Sell
5,948
-2,332
-28% -$356K 0.37% 81
2022
Q2 		$1.2M Sell
8,280
-465
-5% -$76.9K 0.49% 50
2022
Q1 		$1.42M Sell
8,745
-15
-0.2% -$2.15K 0.51% 48
2021
Q4 		$1.03M Buy
8,760
+191
+2% +$21.7K 0.35% 99
2021
Q3 		$869K Buy
8,569
+114
+1% +$11.4K 0.4% 95
2021
Q2 		$886K Buy
8,455
+146
+2% +$15.4K 0.39% 89
2021
Q1 		$871K Buy
8,309
+663
+9% +$64.7K 0.4% 79
2020
Q4 		$646K Buy
+7,646
New +$619K 0.33% 125

Other funds holding CVX

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
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

Legacy Wealth Asset Management's CVX Position: Q2 2026 in Review

Legacy Wealth Asset Management reduced its Chevron (CVX) stake by 2.4% in Q2 2026, selling an estimated $23.3K and leaving 5,077 shares worth $842K. The position accounts for 0.18% of the portfolio, ranked #150.

Legacy Wealth Asset Management first reported a position in CVX in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.42M in Q1 2022. 2,592 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Legacy Wealth Asset Management held 5,077 shares of Chevron worth $842K as of Q2 2026.
  • Legacy Wealth Asset Management sold 125 Chevron shares in Q2 2026, an estimated $23.3K.
  • Chevron made up 0.18% of Legacy Wealth Asset Management's portfolio in Q2 2026, its #150 holding.
  • Legacy Wealth Asset Management first reported a position in Chevron in Q4 2020 and has held it in 23 quarters since.
  • Legacy Wealth Asset Management's Chevron position peaked at $1.42M in Q1 2022.
  • 2,592 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Legacy Wealth Asset Management's 13F filing for Q2 2026, filed 9 Jul 2026.