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LifeSteps Financial’s Chevron CVX Stock Holding History

LifeSteps Financial’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 		$730K Buy
4,407
+90
+2% +$16.8K 0.34% 48
2026
Q1 		$893K Hold
4,317
– – 0.57% 36
2025
Q4 		$658K Sell
4,317
-411
-9% -$62.6K 0.42% 40
2025
Q3 		$734K Buy
4,728
+2
+0% +$310 0.47% 36
2025
Q2 		$677K Sell
4,726
-114
-2% -$16.1K 0.47% 38
2025
Q1 		$810K Buy
4,840
+2
+0% +$313 0.66% 29
2024
Q4 		$701K Sell
4,838
-491
-9% -$75.2K 0.54% 34
2024
Q3 		$785K Buy
5,329
+202
+4% +$30.1K 0.61% 32
2024
Q2 		$802K Hold
5,127
– – 0.66% 30
2024
Q1 		$809K Sell
5,127
-200
-4% -$30.2K 0.61% 32
2023
Q4 		$795K Buy
5,327
+2,372
+80% +$359K 0.7% 29
2023
Q3 		$498K Sell
2,955
-187
-6% -$30.2K 0.51% 42
2023
Q2 		$494K Sell
3,142
-238
-7% -$38.2K 0.49% 41
2023
Q1 		$551K Sell
3,380
-226
-6% -$37.9K 0.59% 36
2022
Q4 		$647K Buy
3,606
+764
+27% +$133K 0.67% 33
2022
Q3 		$408K Buy
2,842
+275
+11% +$41.9K 0.46% 46
2022
Q2 		$372K Hold
2,567
– – 0.39% 51
2022
Q1 		$418K Sell
2,567
-70
-3% -$10K 0.31% 53
2021
Q4 		$309K Sell
2,637
-61
-2% -$6.93K 0.22% 64
2021
Q3 		$274K Hold
2,698
– – 0.21% 71
2021
Q2 		$283K Buy
2,698
+221
+9% +$23.3K 0.22% 72
2021
Q1 		$260K Sell
2,477
-524
-17% -$51.2K 0.22% 75
2020
Q4 		$253K Sell
3,001
-185
-6% -$15K 0.23% 70
2020
Q3 		$229K Buy
3,186
+715
+29% +$60.1K 0.24% 69
2020
Q2 		$220K Buy
+2,471
New +$221K 0.25% 66
2020
Q1 		– Sell
-2,360
Closed -$284K – 81
2019
Q4 		$284K Buy
+2,360
New +$278K 0.27% 69

Other funds holding CVX

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
AACR
ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

LifeSteps Financial's CVX Position: Q2 2026 in Review

LifeSteps Financial increased its Chevron (CVX) stake by 2.1% in Q2 2026, buying an estimated $16.8K and bringing the position to 4,407 shares worth $730K. The position accounts for 0.34% of the portfolio, ranked #48.

LifeSteps Financial first reported a position in CVX in Q4 2019 and has held it in 26 quarters since. The position peaked at $893K in Q1 2026. 1,834 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • LifeSteps Financial held 4,407 shares of Chevron worth $730K as of Q2 2026.
  • LifeSteps Financial bought 90 Chevron shares in Q2 2026, an estimated $16.8K.
  • Chevron made up 0.34% of LifeSteps Financial's portfolio in Q2 2026, its #48 holding.
  • LifeSteps Financial first reported a position in Chevron in Q4 2019 and has held it in 26 quarters since.
  • LifeSteps Financial's Chevron position peaked at $893K in Q1 2026.
  • 1,834 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on LifeSteps Financial's 13F filing for Q2 2026, filed 17 Jul 2026.