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Life Cycle Investment Partners’s Chevron CVX Stock Holding History

Life Cycle Investment Partners’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 		$1.98M Buy
11,924
+5,967
+100% +$1.11M 0.01% 153
2026
Q1 		$1.23M Buy
+5,957
New +$1.09M 0.01% 123

Other funds holding CVX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Life Cycle Investment Partners's CVX Position: Q2 2026 in Review

Life Cycle Investment Partners increased its Chevron (CVX) stake by 100% in Q2 2026, buying an estimated $1.11M and bringing the position to 11,924 shares worth $1.98M. The position accounts for 0.01% of the portfolio, ranked #153.

Life Cycle Investment Partners first reported a position in CVX in Q1 2026 and has held it in 2 quarters since. 4,110 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Life Cycle Investment Partners held 11,924 shares of Chevron worth $1.98M as of Q2 2026.
  • Life Cycle Investment Partners bought 5,967 Chevron shares in Q2 2026, an estimated $1.11M.
  • Chevron made up 0.01% of Life Cycle Investment Partners's portfolio in Q2 2026, its #153 holding.
  • Life Cycle Investment Partners first reported a position in Chevron in Q1 2026 and has held it in 2 quarters since.
  • 4,110 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Life Cycle Investment Partners's 13F filing for Q2 2026, filed 13 Aug 2026.