Lido Advisors
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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
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

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

Lido Advisors's CVX Position: Q1 2026 in Review

Lido Advisors increased its Chevron (CVX) stake by 4.3% in Q1 2026, buying an estimated $1.74M and bringing the position to 232,503 shares worth $48.1M. The position accounts for 0.15% of the portfolio, ranked #95.

Lido Advisors first reported a position in CVX in Q1 2016 and has held it in 41 quarters since. 4,267 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Lido Advisors held 232,503 shares of Chevron worth $48.1M as of Q1 2026.
  • Lido Advisors bought 9,555 Chevron shares in Q1 2026, an estimated $1.74M.
  • Chevron made up 0.15% of Lido Advisors's portfolio in Q1 2026, its #95 holding.
  • Lido Advisors first reported a position in Chevron in Q1 2016 and has held it in 41 quarters since.
  • 4,267 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.