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Lloyd Advisory Services’s Chevron CVX Stock Holding History

Lloyd Advisory Services’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 		$168K Sell
1,015
-2,365
-70% -$440K 0.07% 130
2026
Q1 		$699K Buy
3,380
+2,112
+167% +$385K 0.2% 51
2025
Q4 		$193K Sell
1,268
-293
-19% -$44.6K 0.08% 122
2025
Q3 		$242K Sell
1,561
-54
-3% -$8.36K 0.11% 77
2025
Q2 		$231K Buy
1,615
+64
+4% +$9.02K 0.11% 88
2025
Q1 		$260K Buy
1,551
+140
+10% +$21.9K 0.13% 77
2024
Q4 		$204K Buy
+1,411
New +$216K 0.1% 99
2024
Q2 		– Sell
-15,070
Closed -$2.38M – 115
2024
Q1 		$2.38M Buy
15,070
+12,365
+457% +$1.87M 0.51% 23
2023
Q4 		$403K Sell
2,705
-4,400
-62% -$665K 0.19% 65
2023
Q3 		$1.2M Buy
+7,105
New +$1.15M 0.39% 53
2022
Q4 		$481K Buy
+2,679
New +$468K 0.33% 37
2022
Q2 		– Sell
-2,058
Closed -$335K – 168
2022
Q1 		$335K Sell
2,058
-597
-22% -$85.6K 0.16% 62
2021
Q4 		$312K Buy
2,655
+35
+1% +$3.98K 0.14% 58
2021
Q3 		$266K Buy
2,620
+43
+2% +$4.29K 0.14% 59
2021
Q2 		$270K Buy
2,577
+315
+14% +$33.3K 0.14% 60
2021
Q1 		$237K Sell
2,262
-110
-5% -$10.7K 0.13% 55
2020
Q4 		$200K Sell
2,372
-120
-5% -$9.72K 0.11% 51
2020
Q3 		$179K Sell
2,492
-241
-9% -$20.3K 0.11% 50
2020
Q2 		$244K Buy
2,733
+277
+11% +$24.8K 0.15% 47
2020
Q1 		$178K Sell
2,456
-421
-15% -$41.6K 0.13% 54
2019
Q4 		$347K Buy
+2,877
New +$339K 0.32% 46

Other funds holding CVX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Lloyd Advisory Services's CVX Position: Q2 2026 in Review

Lloyd Advisory Services reduced its Chevron (CVX) stake by 70% in Q2 2026, selling an estimated $440K and leaving 1,015 shares worth $168K. The position accounts for 0.07% of the portfolio, ranked #130.

Lloyd Advisory Services first reported a position in CVX in Q4 2019 and has held it in 21 quarters since. The position peaked at $2.38M in Q1 2024. 4,141 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Lloyd Advisory Services held 1,015 shares of Chevron worth $168K as of Q2 2026.
  • Lloyd Advisory Services sold 2,365 Chevron shares in Q2 2026, an estimated $440K.
  • Chevron made up 0.07% of Lloyd Advisory Services's portfolio in Q2 2026, its #130 holding.
  • Lloyd Advisory Services first reported a position in Chevron in Q4 2019 and has held it in 21 quarters since.
  • Lloyd Advisory Services's Chevron position peaked at $2.38M in Q1 2024.
  • 4,141 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.