LGF
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LGT Group Foundation’s Chevron CVX Stock Holding History

LGT Group Foundation’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 		$33.2M Buy
200,310
+41,406
+26% +$7.71M 0.38% 54
2026
Q1 		$32.9M Buy
158,904
+3,486
+2% +$636K 0.4% 49
2025
Q4 		$23.7M Buy
155,418
+3,241
+2% +$494K 0.26% 71
2025
Q3 		$23.5M Buy
152,177
+9,643
+7% +$1.49M 0.27% 67
2025
Q2 		$20.4M Buy
142,534
+15,376
+12% +$2.17M 0.26% 72
2025
Q1 		$21.3M Buy
127,158
+16,501
+15% +$2.58M 0.29% 66
2024
Q4 		$16M Buy
110,657
+6,772
+7% +$1.04M 0.25% 66
2024
Q3 		$15.7M Buy
103,885
+7,242
+7% +$1.08M 0.26% 72
2024
Q2 		$15.1M Buy
96,643
+5,551
+6% +$885K 0.24% 69
2024
Q1 		$14.4M Buy
91,092
+50
+0.1% +$7.54K 0.34% 67
2023
Q4 		$13.6M Buy
91,042
+4,214
+5% +$637K 0.3% 81
2023
Q3 		$14.5M Buy
86,828
+1,556
+2% +$251K 0.36% 69
2023
Q2 		$13.4M Sell
85,272
-15,908
-16% -$2.55M 0.32% 75
2023
Q1 		$16.5M Buy
101,180
+15,812
+19% +$2.65M 0.47% 53
2022
Q4 		$15.3M Buy
85,368
+13,753
+19% +$2.4M 0.48% 55
2022
Q3 		$10.3M Buy
71,615
+7,455
+12% +$1.14M 0.4% 61
2022
Q2 		$9.29M Sell
64,160
-12,320
-16% -$2.04M 0.28% 87
2022
Q1 		$12.6M Sell
76,480
-29,231
-28% -$4.19M 0.29% 81
2021
Q4 		$12.4M Buy
+105,711
New +$12M 0.32% 78

Other funds holding CVX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

LGT Group Foundation's CVX Position: Q2 2026 in Review

LGT Group Foundation increased its Chevron (CVX) stake by 26% in Q2 2026, buying an estimated $7.71M and bringing the position to 200,310 shares worth $33.2M. The position accounts for 0.38% of the portfolio, ranked #54.

LGT Group Foundation first reported a position in CVX in Q4 2021 and has held it in 19 quarters since. 4,141 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • LGT Group Foundation held 200,310 shares of Chevron worth $33.2M as of Q2 2026.
  • LGT Group Foundation bought 41,406 Chevron shares in Q2 2026, an estimated $7.71M.
  • Chevron made up 0.38% of LGT Group Foundation's portfolio in Q2 2026, its #54 holding.
  • LGT Group Foundation first reported a position in Chevron in Q4 2021 and has held it in 19 quarters since.
  • 4,141 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on LGT Group Foundation's 13F filing for Q2 2026, filed 10 Aug 2026.