LWM
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Lifetime Wealth Management’s Chevron CVX Stock Holding History

Lifetime Wealth 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 		$212K Sell
1,280
-85
-6% -$15.8K 0.12% 84
2026
Q1 		$282K Sell
1,365
-355
-21% -$64.7K 0.16% 73
2025
Q4 		$262K Buy
+1,720
New +$262K 0.16% 78

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

Lifetime Wealth Management's CVX Position: Q2 2026 in Review

Lifetime Wealth Management reduced its Chevron (CVX) stake by 6.2% in Q2 2026, selling an estimated $15.8K and leaving 1,280 shares worth $212K. The position accounts for 0.12% of the portfolio, ranked #84.

Lifetime Wealth Management first reported a position in CVX in Q4 2025 and has held it in 3 quarters since. The position peaked at $282K in Q1 2026. 4,096 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Lifetime Wealth Management held 1,280 shares of Chevron worth $212K as of Q2 2026.
  • Lifetime Wealth Management sold 85 Chevron shares in Q2 2026, an estimated $15.8K.
  • Chevron made up 0.12% of Lifetime Wealth Management's portfolio in Q2 2026, its #84 holding.
  • Lifetime Wealth Management first reported a position in Chevron in Q4 2025 and has held it in 3 quarters since.
  • Lifetime Wealth Management's Chevron position peaked at $282K in Q1 2026.
  • 4,096 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Lifetime Wealth Management's 13F filing for Q2 2026, filed 17 Aug 2026.