Lido Advisors’s Chevron CVX Stock Holding History

Lido Advisors’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	$2.2M	Buy	13,300 +6,200	+87%	+$1.15M	0.01%	765
2026 Q1	$1.47M	Sell	7,100 -8,100	-53%	-$1.48M	﹤0.01%	800
2025 Q4	$2.32M	Hold	15,200	–	–	0.01%	679
2025 Q3	$2.36M	Buy	15,200 +10,500	+223%	+$1.63M	0.01%	640
2025 Q2	$673K	Buy	4,700 +4,500	+2,250%	+$634K	﹤0.01%	996
2025 Q1	$33.5K	Hold	200	–	–	﹤0.01%	1486
2024 Q4	$29K	Sell	200 -4,200	-95%	-$643K	﹤0.01%	1477
2024 Q3	$648K	Hold	4,400	–	–	﹤0.01%	865
2024 Q2	$688K	Buy	4,400 +200	+5%	+$31.9K	﹤0.01%	809
2024 Q1	$663K	Hold	4,200	–	–	﹤0.01%	799
2023 Q4	$626K	Buy	4,200 +1,200	+40%	+$181K	﹤0.01%	776
2023 Q3	$506K	Hold	3,000	–	–	﹤0.01%	746
2023 Q2	$472K	Sell	3,000 -900	-23%	-$144K	﹤0.01%	765
2023 Q1	$636K	Buy	3,900 +3,000	+333%	+$503K	0.01%	602
2022 Q4	$162K	Sell	900 -1,200	-57%	-$209K	﹤0.01%	926
2022 Q3	$301K	Hold	2,100	–	–	﹤0.01%	748
2022 Q2	$304K	Sell	2,100 -300	-13%	-$49.6K	﹤0.01%	738
2022 Q1	$390K	Hold	2,400	–	–	﹤0.01%	700
2021 Q4	$281K	Hold	2,400	–	–	﹤0.01%	830
2021 Q3	$243K	Hold	2,400	–	–	﹤0.01%	818
2021 Q2	$251K	Hold	2,400	–	–	﹤0.01%	784
2021 Q1	$251K	Hold	2,400	–	–	﹤0.01%	731
2020 Q4	$202K	Buy	+2,400	New	+$194K	﹤0.01%	774

Other funds holding CVX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Lido Advisors's CVX Position: Q2 2026 in Review

Lido Advisors increased its Chevron (CVX) stake by 4.3% in Q2 2026, buying an estimated $1.85M and bringing the position to 242,427 shares worth $40.2M. The position accounts for 0.11% of the portfolio, ranked #122.

Lido Advisors first reported a position in CVX in Q1 2016 and has held it in 42 quarters since. The position peaked at $48.1M in Q1 2026. 4,123 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

Lido Advisors held 242,427 shares of Chevron worth $40.2M as of Q2 2026.
Lido Advisors bought 9,924 Chevron shares in Q2 2026, an estimated $1.85M.
Chevron made up 0.11% of Lido Advisors's portfolio in Q2 2026, its #122 holding.
Lido Advisors first reported a position in Chevron in Q1 2016 and has held it in 42 quarters since.
Lido Advisors's Chevron position peaked at $48.1M in Q1 2026.
4,123 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.