Lion Street Advisors’s Chevron CVX Stock Holding History

Lion Street 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
2025 Q3	$1.68M	Buy	14,657 +4,951	+51%	+$767K	0.58%	23
2025 Q2	$1.39M	Buy	9,706 +517	+6%	+$72.9K	0.42%	49
2025 Q1	$1.54M	Sell	9,189 -127	-1%	-$19.9K	0.49%	41
2024 Q4	$1.35M	Buy	9,316 +411	+5%	+$62.9K	0.43%	45
2024 Q3	$1.31M	Sell	8,905 -231	-3%	-$34.4K	0.46%	42
2024 Q2	$1.43M	Sell	9,136 -300	-3%	-$47.8K	0.53%	36
2024 Q1	$1.41M	Hold	9,436	–	–	0.57%	32
2023 Q4	$1.41M	Sell	9,436 -3,666	-28%	-$554K	0.58%	32
2023 Q3	$2.21M	Sell	13,102 -1,851	-12%	-$299K	0.72%	16
2023 Q2	$1.71M	Buy	14,953 +1,778	+13%	+$285K	0.58%	24
2023 Q1	$2.15M	Buy	13,175 +3,363	+34%	+$564K	0.67%	13
2022 Q4	$1.12M	Buy	9,812 +3	+0%	+$524	0.59%	18
2022 Q3	$1.41M	Sell	9,809 -3	-0%	-$458	0.7%	9
2022 Q2	$1.12M	Buy	9,812 +271	+3%	+$44.8K	0.59%	18
2022 Q1	$1.55M	Sell	9,541 -249	-3%	-$35.7K	0.79%	8
2021 Q4	$1.15M	Sell	9,790 -22	-0.2%	-$2.5K	0.56%	18
2021 Q3	$999K	Buy	+9,812	New	+$979K	0.54%	17
2020 Q2	–	Sell	-249	Closed	-$18K	–	116
2020 Q1	$18K	Buy	+249	New	+$24.6K	0.1%	105

Other funds holding CVX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Lion Street Advisors's CVX Position: Q3 2025 in Review

Lion Street Advisors increased its Chevron (CVX) stake by 51% in Q3 2025, buying an estimated $767K and bringing the position to 14,657 shares worth $1.68M. The position accounts for 0.58% of the portfolio, ranked #23.

Lion Street Advisors first reported a position in CVX in Q1 2020 and has held it in 18 quarters since. The position peaked at $2.21M in Q3 2023. 3,797 funds tracked by Wall St. Rank hold CVX as of Q3 2025.

Lion Street Advisors held 14,657 shares of Chevron worth $1.68M as of Q3 2025.
Lion Street Advisors bought 4,951 Chevron shares in Q3 2025, an estimated $767K.
Chevron made up 0.58% of Lion Street Advisors's portfolio in Q3 2025, its #23 holding.
Lion Street Advisors first reported a position in Chevron in Q1 2020 and has held it in 18 quarters since.
Lion Street Advisors's Chevron position peaked at $2.21M in Q3 2023.
3,797 funds tracked by Wall St. Rank held Chevron as of Q3 2025.

Based on Lion Street Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.