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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
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

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Lifeworks Advisors's CVX Position: Q1 2026 in Review

Lifeworks Advisors increased its Chevron (CVX) stake by 4.8% in Q1 2026, buying an estimated $23K and bringing the position to 2,772 shares worth $574K. The position accounts for 0.07% of the portfolio, ranked #179.

Lifeworks Advisors first reported a position in CVX in Q3 2024 and has held it in 7 quarters since. 4,270 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Lifeworks Advisors held 2,772 shares of Chevron worth $574K as of Q1 2026.
  • Lifeworks Advisors bought 126 Chevron shares in Q1 2026, an estimated $23K.
  • Chevron made up 0.07% of Lifeworks Advisors's portfolio in Q1 2026, its #179 holding.
  • Lifeworks Advisors first reported a position in Chevron in Q3 2024 and has held it in 7 quarters since.
  • 4,270 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Lifeworks Advisors's 13F filing for Q1 2026, filed 4 May 2026.