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Lifestyle Asset Management’s Chevron CVX Stock Holding History

Lifestyle Asset Management’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 		– Sell
-2,665
Closed -$551K – 133
2026
Q1 		$551K Buy
2,665
+69
+3% +$12.6K 0.18% 72
2025
Q4 		$396K Buy
+2,596
New +$395K 0.13% 90
2023
Q4 		– Sell
-1,312
Closed -$221K – 99
2023
Q3 		$221K Buy
1,312
+13
+1% +$2.1K 0.13% 69
2023
Q2 		$204K Buy
1,299
+45
+4% +$7.21K 0.12% 86
2023
Q1 		$205K Buy
+1,254
New +$210K 0.14% 76

Other funds holding CVX

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
AACR
ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return

Lifestyle Asset Management's CVX Position: Q2 2026 in Review

Lifestyle Asset Management sold out of Chevron (CVX) in Q2 2026, closing a stake of 2,665 shares — an estimated $551K sold.

Lifestyle Asset Management first reported a position in CVX in Q1 2023 and held it in 5 quarters. The position peaked at $551K in Q1 2026. 2,585 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Lifestyle Asset Management reported no remaining Chevron position as of Q2 2026 after selling out during the quarter.
  • Lifestyle Asset Management sold 2,665 Chevron shares in Q2 2026, an estimated $551K.
  • Lifestyle Asset Management first reported a position in Chevron in Q1 2023 and held it in 5 quarters.
  • Lifestyle Asset Management's Chevron position peaked at $551K in Q1 2026.
  • 2,585 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Lifestyle Asset Management's 13F filing for Q2 2026, filed 20 Jul 2026.