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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
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 ﹤0.01% 76
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

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

LM Advisors's CVX Position: Q1 2026 in Review

LM Advisors increased its Chevron (CVX) stake by 49% in Q1 2026, buying an estimated $61.3K and bringing the position to 1,020 shares worth $4.93K. The position accounts for 0.08% of the portfolio, ranked #128.

LM Advisors first reported a position in CVX in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.18M in Q1 2024. 4,271 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • LM Advisors held 1,020 shares of Chevron worth $4.93K as of Q1 2026.
  • LM Advisors bought 336 Chevron shares in Q1 2026, an estimated $61.3K.
  • Chevron made up 0.08% of LM Advisors's portfolio in Q1 2026, its #128 holding.
  • LM Advisors first reported a position in Chevron in Q4 2023 and has held it in 10 quarters since.
  • LM Advisors's Chevron position peaked at $2.18M in Q1 2024.
  • 4,271 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on LM Advisors's 13F filing for Q1 2026, filed 14 May 2026.