Lighthouse Investment Partners’s Chevron CVX Stock Holding History

Lighthouse Investment Partners’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	–	Sell	-17,066	Closed	-$2.6M	–	783
2025 Q4	$2.6M	Buy	+17,066	New	+$2.6M	0.08%	306
2025 Q3	–	Sell	-51,640	Closed	-$7.39M	–	660
2025 Q2	$7.39M	Sell	51,640 -21,426	-29%	-$3.02M	0.28%	105
2025 Q1	$12.2M	Buy	73,066 +19,622	+37%	+$3.07M	0.5%	51
2024 Q4	$7.74M	Buy	+53,444	New	+$8.18M	0.26%	115
2024 Q2	–	Sell	-14,217	Closed	-$2.24M	–	428
2024 Q1	$2.24M	Buy	+14,217	New	+$2.15M	0.1%	219

Other funds holding CVX

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Lighthouse Investment Partners's CVX Position: Q1 2026 in Review

Lighthouse Investment Partners sold out of Chevron (CVX) in Q1 2026, closing a stake of 17,066 shares — an estimated $2.6M sold.

Lighthouse Investment Partners first reported a position in CVX in Q1 2024 and held it in 5 quarters. The position peaked at $12.2M in Q1 2025. 4,267 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

Lighthouse Investment Partners reported no remaining Chevron position as of Q1 2026 after selling out during the quarter.
Lighthouse Investment Partners sold 17,066 Chevron shares in Q1 2026, an estimated $2.6M.
Lighthouse Investment Partners first reported a position in Chevron in Q1 2024 and held it in 5 quarters.
Lighthouse Investment Partners's Chevron position peaked at $12.2M in Q1 2025.
4,267 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Lighthouse Investment Partners's 13F filing for Q1 2026, filed 14 May 2026.