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Lewis Asset Management’s Chevron CVX Stock Holding History

Lewis 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 		$2.1M Buy
12,651
+504
+4% +$93.8K 0.73% 33
2026
Q1 		$2.51M Buy
12,147
+167
+1% +$30.5K 1.03% 23
2025
Q4 		$1.83M Buy
11,980
+149
+1% +$22.7K 0.74% 33
2025
Q3 		$1.84M Buy
11,831
+1,685
+17% +$261K 0.76% 31
2025
Q2 		$1.45M Buy
10,146
+7,083
+231% +$999K 0.68% 34
2025
Q1 		$512K Buy
3,063
+483
+19% +$75.6K 0.42% 63
2024
Q4 		$374K Buy
2,580
+116
+5% +$17.8K 0.29% 87
2024
Q3 		$363K Buy
2,464
+255
+12% +$38K 0.26% 94
2024
Q2 		$345K Buy
2,209
+54
+3% +$8.61K 0.26% 86
2024
Q1 		$340K Buy
2,155
+109
+5% +$16.4K 0.28% 82
2023
Q4 		$305K Buy
+2,046
New +$309K 0.28% 83

Other funds holding CVX

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
AACR
ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Lewis Asset Management's CVX Position: Q2 2026 in Review

Lewis Asset Management increased its Chevron (CVX) stake by 4.1% in Q2 2026, buying an estimated $93.8K and bringing the position to 12,651 shares worth $2.1M. The position accounts for 0.73% of the portfolio, ranked #33.

Lewis Asset Management first reported a position in CVX in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.51M in Q1 2026. 1,973 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Lewis Asset Management held 12,651 shares of Chevron worth $2.1M as of Q2 2026.
  • Lewis Asset Management bought 504 Chevron shares in Q2 2026, an estimated $93.8K.
  • Chevron made up 0.73% of Lewis Asset Management's portfolio in Q2 2026, its #33 holding.
  • Lewis Asset Management first reported a position in Chevron in Q4 2023 and has held it in 11 quarters since.
  • Lewis Asset Management's Chevron position peaked at $2.51M in Q1 2026.
  • 1,973 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Lewis Asset Management's 13F filing for Q2 2026, filed 21 Jul 2026.