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Lincoln Capital’s Chevron CVX Stock Holding History

Lincoln Capital’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
Q3 		$361K Sell
1,768
-281
-14% -$55.3K 0.06% 108
2026
Q2 		$340K Sell
2,049
-734
-26% -$137K 0.06% 110
2026
Q1 		$576K Buy
2,783
+1,082
+64% +$197K 0.11% 85
2025
Q4 		$259K Hold
1,701
– – 0.05% 115
2025
Q3 		$261K Buy
1,701
+20
+1% +$3.1K 0.05% 114
2025
Q2 		$241K Buy
+1,681
New +$237K 0.05% 115

Other funds holding CVX

FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
QPBE
Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return
CA
CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return
AIM
Avity Investment Management Greenwich, Connecticut $1.6B AUM 32.15% 1-Year Est. Return

Lincoln Capital's CVX Position: Q3 2026 in Review

Lincoln Capital reduced its Chevron (CVX) stake by 14% in Q3 2026, selling an estimated $55.3K and leaving 1,768 shares worth $361K. The position accounts for 0.06% of the portfolio, ranked #108.

Lincoln Capital first reported a position in CVX in Q2 2025 and has held it in 6 quarters since. The position peaked at $576K in Q1 2026. 244 funds tracked by Wall St. Rank hold CVX as of Q3 2026.

  • Lincoln Capital held 1,768 shares of Chevron worth $361K as of Q3 2026.
  • Lincoln Capital sold 281 Chevron shares in Q3 2026, an estimated $55.3K.
  • Chevron made up 0.06% of Lincoln Capital's portfolio in Q3 2026, its #108 holding.
  • Lincoln Capital first reported a position in Chevron in Q2 2025 and has held it in 6 quarters since.
  • Lincoln Capital's Chevron position peaked at $576K in Q1 2026.
  • 244 funds tracked by Wall St. Rank held Chevron as of Q3 2026.

Based on Lincoln Capital's 13F filing for Q3 2026, filed 9 Oct 2026.