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Lifeworks Advisors’s Chevron CVX Stock Holding History

Lifeworks 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
Q2 		$688K Buy
4,153
+1,381
+50% +$257K 0.07% 170
2026
Q1 		$574K Buy
2,772
+126
+5% +$23K 0.07% 179
2025
Q4 		$403K Sell
2,646
-30
-1% -$4.57K 0.05% 234
2025
Q3 		$416K Sell
2,676
-36
-1% -$5.58K 0.06% 225
2025
Q2 		$388K Sell
2,712
-93
-3% -$13.1K 0.06% 226
2025
Q1 		$469K Buy
2,805
+305
+12% +$47.7K 0.08% 184
2024
Q4 		$362K Buy
2,500
+920
+58% +$141K 0.07% 205
2024
Q3 		$233K Buy
+1,580
New +$235K 0.05% 265

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

Lifeworks Advisors's CVX Position: Q2 2026 in Review

Lifeworks Advisors increased its Chevron (CVX) stake by 50% in Q2 2026, buying an estimated $257K and bringing the position to 4,153 shares worth $688K. The position accounts for 0.07% of the portfolio, ranked #170.

Lifeworks Advisors first reported a position in CVX in Q3 2024 and has held it in 8 quarters since. 4,130 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Lifeworks Advisors held 4,153 shares of Chevron worth $688K as of Q2 2026.
  • Lifeworks Advisors bought 1,381 Chevron shares in Q2 2026, an estimated $257K.
  • Chevron made up 0.07% of Lifeworks Advisors's portfolio in Q2 2026, its #170 holding.
  • Lifeworks Advisors first reported a position in Chevron in Q3 2024 and has held it in 8 quarters since.
  • 4,130 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Lifeworks Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.