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
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

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

LGT Group Foundation's CVX Position: Q1 2026 in Review

LGT Group Foundation increased its Chevron (CVX) stake by 2.2% in Q1 2026, buying an estimated $636K and bringing the position to 158,904 shares worth $32.9M. The position accounts for 0.4% of the portfolio, ranked #49.

LGT Group Foundation first reported a position in CVX in Q4 2021 and has held it in 18 quarters since. 4,270 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • LGT Group Foundation held 158,904 shares of Chevron worth $32.9M as of Q1 2026.
  • LGT Group Foundation bought 3,486 Chevron shares in Q1 2026, an estimated $636K.
  • Chevron made up 0.4% of LGT Group Foundation's portfolio in Q1 2026, its #49 holding.
  • LGT Group Foundation first reported a position in Chevron in Q4 2021 and has held it in 18 quarters since.
  • 4,270 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on LGT Group Foundation's 13F filing for Q1 2026, filed 28 Apr 2026.