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LMCG Investments’s Chevron CVX Stock Holding History

LMCG Investments’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 		$18.4M Sell
111,085
-3,512
-3% -$654K 0.99% 30
2026
Q1 		$23.7M Buy
114,597
+5,027
+5% +$917K 1.41% 16
2025
Q4 		$16.7M Sell
109,570
-3,016
-3% -$459K 0.95% 27
2025
Q3 		$17.5M Sell
112,586
-12,186
-10% -$1.89M 1.03% 25
2025
Q2 		$17.9M Sell
124,772
-9,859
-7% -$1.39M 1.12% 21
2025
Q1 		$22.5M Sell
134,631
-1,053
-0.8% -$165K 1.49% 12
2024
Q4 		$19.7M Sell
135,684
-3,982
-3% -$610K 1.21% 16
2024
Q3 		$20.6M Sell
139,666
-1,552
-1% -$231K 1.24% 15
2024
Q2 		$22.1M Buy
141,218
+10,054
+8% +$1.6M 1.29% 14
2024
Q1 		$20.7M Sell
131,164
-618
-0.5% -$93.3K 1.22% 12
2023
Q4 		$19.7M Sell
131,782
-1,115
-0.8% -$169K 1.22% 13
2023
Q3 		$22.4M Buy
132,897
+13,455
+11% +$2.17M 1.51% 8
2023
Q2 		$18.8M Sell
119,442
-1,855
-2% -$297K 1.22% 12
2023
Q1 		$19.8M Sell
121,297
-1,002
-0.8% -$168K 1.32% 10
2022
Q4 		$22M Sell
122,299
-116
-0.1% -$20.2K 1.53% 9
2022
Q3 		$17.6M Sell
122,415
-353
-0.3% -$53.8K 1.29% 10
2022
Q2 		$17.8M Sell
122,768
-1,520
-1% -$251K 1.23% 12
2022
Q1 		$20.2M Buy
+124,288
New +$17.8M 1.17% 12
2015
Q3 		$11.1M Buy
140,834
+16,470
+13% +$1.39M 0.24% 158
2015
Q2 		$12M Buy
124,364
+12,278
+11% +$1.29M 0.26% 142
2015
Q1 		$11.8M Sell
112,086
-2,636
-2% -$281K 0.25% 168
2014
Q4 		$12.9M Buy
114,722
+133
+0.1% +$15.1K 0.28% 140
2014
Q3 		$13.7M Buy
114,589
+240
+0.2% +$30.6K 0.31% 132
2014
Q2 		$14.9M Buy
114,349
+2,144
+2% +$267K 0.32% 114
2014
Q1 		$13.3M Buy
112,205
+533
+0.5% +$62K 0.3% 126
2013
Q4 		$13.9M Sell
111,672
-2,769
-2% -$335K 0.3% 124
2013
Q3 		$13.9M Buy
114,441
+4,630
+4% +$569K 0.34% 111
2013
Q2 		$13M Buy
+109,811
New +$13.3M 0.34% 110

Other funds holding CVX

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
AACR
ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

LMCG Investments's CVX Position: Q2 2026 in Review

LMCG Investments reduced its Chevron (CVX) stake by 3.1% in Q2 2026, selling an estimated $654K and leaving 111,085 shares worth $18.4M. The position accounts for 0.99% of the portfolio, ranked #30.

LMCG Investments first reported a position in CVX in Q2 2013 and has held it in 28 quarters since. The position peaked at $23.7M in Q1 2026. 2,339 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • LMCG Investments held 111,085 shares of Chevron worth $18.4M as of Q2 2026.
  • LMCG Investments sold 3,512 Chevron shares in Q2 2026, an estimated $654K.
  • Chevron made up 0.99% of LMCG Investments's portfolio in Q2 2026, its #30 holding.
  • LMCG Investments first reported a position in Chevron in Q2 2013 and has held it in 28 quarters since.
  • LMCG Investments's Chevron position peaked at $23.7M in Q1 2026.
  • 2,339 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on LMCG Investments's 13F filing for Q2 2026, filed 22 Jul 2026.