Letson Investment Management’s Chevron CVX Stock Holding History

Letson Investment 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	$1.66M	Sell	10,009 -45	-0.4%	-$8.38K	0.61%	43
2026 Q1	$2.08M	Buy	10,054 +1	+0%	+$182	0.8%	35
2025 Q4	$1.53M	Hold	10,053	–	–	0.56%	45
2025 Q3	$1.56M	Hold	10,053	–	–	0.56%	46
2025 Q2	$1.44M	Sell	10,053 -3,934	-28%	-$555K	0.57%	42
2025 Q1	$2.34M	Buy	13,987 +492	+4%	+$77K	0.94%	31
2024 Q4	$1.95M	Sell	13,495 -40	-0.3%	-$6.12K	0.79%	38
2024 Q3	$1.99M	Hold	13,535	–	–	0.78%	39
2024 Q2	$2.12M	Buy	13,535 +51	+0.4%	+$8.13K	0.94%	32
2024 Q1	$2.13M	Buy	13,484 +38	+0.3%	+$5.73K	0.9%	32
2023 Q4	$2.01M	Buy	+13,446	New	+$2.03M	0.93%	32

Other funds holding CVX

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

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

Letson Investment Management's CVX Position: Q2 2026 in Review

Letson Investment Management reduced its Chevron (CVX) stake by 0.45% in Q2 2026, selling an estimated $8.38K and leaving 10,009 shares worth $1.66M. The position accounts for 0.61% of the portfolio, ranked #43.

Letson Investment Management first reported a position in CVX in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.34M in Q1 2025. 2,592 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

Letson Investment Management held 10,009 shares of Chevron worth $1.66M as of Q2 2026.
Letson Investment Management sold 45 Chevron shares in Q2 2026, an estimated $8.38K.
Chevron made up 0.61% of Letson Investment Management's portfolio in Q2 2026, its #43 holding.
Letson Investment Management first reported a position in Chevron in Q4 2023 and has held it in 11 quarters since.
Letson Investment Management's Chevron position peaked at $2.34M in Q1 2025.
2,592 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Letson Investment Management's 13F filing for Q2 2026, filed 6 Aug 2026.