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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
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

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Geode Capital Management
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Lloyd Advisory Services's CVX Position: Q1 2026 in Review

Lloyd Advisory Services increased its Chevron (CVX) stake by 167% in Q1 2026, buying an estimated $385K and bringing the position to 3,380 shares worth $699K. The position accounts for 0.2% of the portfolio, ranked #51.

Lloyd Advisory Services first reported a position in CVX in Q4 2019 and has held it in 20 quarters since. The position peaked at $2.38M in Q1 2024. 4,273 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Lloyd Advisory Services held 3,380 shares of Chevron worth $699K as of Q1 2026.
  • Lloyd Advisory Services bought 2,112 Chevron shares in Q1 2026, an estimated $385K.
  • Chevron made up 0.2% of Lloyd Advisory Services's portfolio in Q1 2026, its #51 holding.
  • Lloyd Advisory Services first reported a position in Chevron in Q4 2019 and has held it in 20 quarters since.
  • Lloyd Advisory Services's Chevron position peaked at $2.38M in Q1 2024.
  • 4,273 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Lloyd Advisory Services's 13F filing for Q1 2026, filed 13 May 2026.