LJI Wealth Management’s Chevron CVX Stock Holding History

LJI Wealth Management’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	$665K	Buy	4,009 +228	+6%	+$42.4K	0.09%	91
2026 Q1	$782K	Hold	3,781	–	–	0.13%	69
2025 Q4	$576K	Sell	3,781 -300	-7%	-$45.7K	0.09%	95
2025 Q3	$634K	Hold	4,081	–	–	0.11%	69
2025 Q2	$584K	Sell	4,081 -269	-6%	-$37.9K	0.1%	80
2025 Q1	$728K	Sell	4,350 -100	-2%	-$15.7K	0.14%	66
2024 Q4	$645K	Buy	4,450 +155	+4%	+$23.7K	0.13%	71
2024 Q3	$633K	Sell	4,295 -223	-5%	-$33.2K	0.13%	82
2024 Q2	$707K	Sell	4,518 -100	-2%	-$15.9K	0.16%	68
2024 Q1	$728K	Buy	4,618 +8	+0.2%	+$1.21K	0.19%	56
2023 Q4	$688K	Buy	4,610 +70	+2%	+$10.6K	0.18%	69
2023 Q3	$766K	Buy	4,540 +51	+1%	+$8.24K	0.22%	57
2023 Q2	$706K	Buy	4,489 +227	+5%	+$36.4K	0.21%	55
2023 Q1	$695K	Buy	4,262 +100	+2%	+$16.8K	0.22%	50
2022 Q4	$747K	Buy	+4,162	New	+$726K	0.26%	44

Other funds holding CVX

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

AACR

ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return

LJI Wealth Management's CVX Position: Q2 2026 in Review

LJI Wealth Management increased its Chevron (CVX) stake by 6% in Q2 2026, buying an estimated $42.4K and bringing the position to 4,009 shares worth $665K. The position accounts for 0.09% of the portfolio, ranked #91.

LJI Wealth Management first reported a position in CVX in Q4 2022 and has held it in 15 quarters since. The position peaked at $782K in Q1 2026. 2,585 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

LJI Wealth Management held 4,009 shares of Chevron worth $665K as of Q2 2026.
LJI Wealth Management bought 228 Chevron shares in Q2 2026, an estimated $42.4K.
Chevron made up 0.09% of LJI Wealth Management's portfolio in Q2 2026, its #91 holding.
LJI Wealth Management first reported a position in Chevron in Q4 2022 and has held it in 15 quarters since.
LJI Wealth Management's Chevron position peaked at $782K in Q1 2026.
2,585 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on LJI Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.