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LM Advisors’s Chevron CVX Stock Holding History

LM 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
2026
Q2 		$615K Buy
3,693
+2,673
+262% +$498K 0.07% 142
2026
Q1 		$4.93K Buy
1,020
+336
+49% +$61.3K 0.08% 128
2025
Q4 		$4.49K Sell
684
-3,795
-85% -$578K 0.08% 132
2025
Q3 		$696K Hold
4,479
– – 0.1% 113
2025
Q2 		$641K Sell
4,479
-28
-0.6% -$3.95K 0.08% 108
2025
Q1 		$754K Buy
4,507
+28
+0.6% +$4.38K 0.14% 118
2024
Q4 		$649K Sell
4,479
-6,006
-57% -$919K 0.12% 117
2024
Q3 		$1.54M Sell
10,485
-150
-1% -$22.3K 0.31% 58
2024
Q2 		$1.66M Buy
10,635
+2,600
+32% +$415K 0.29% 61
2024
Q1 		$2.18M Buy
8,035
+5,455
+211% +$823K 0.35% 60
2023
Q4 		$385K Buy
+2,580
New +$390K 0.08% 137

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

LM Advisors's CVX Position: Q2 2026 in Review

LM Advisors increased its Chevron (CVX) stake by 262% in Q2 2026, buying an estimated $498K and bringing the position to 3,693 shares worth $615K. The position accounts for 0.07% of the portfolio, ranked #142.

LM Advisors first reported a position in CVX in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.18M in Q1 2024. 4,141 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • LM Advisors held 3,693 shares of Chevron worth $615K as of Q2 2026.
  • LM Advisors bought 2,673 Chevron shares in Q2 2026, an estimated $498K.
  • Chevron made up 0.07% of LM Advisors's portfolio in Q2 2026, its #142 holding.
  • LM Advisors first reported a position in Chevron in Q4 2023 and has held it in 11 quarters since.
  • LM Advisors's Chevron position peaked at $2.18M in Q1 2024.
  • 4,141 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on LM Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.