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LMG Wealth Partners’s Chevron CVX Stock Holding History

LMG Wealth Partners’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 		$15.1M Buy
72,858
+2,436
+3% +$444K 2.75% 5
2025
Q4 		$10.7M Sell
70,422
-6,370
-8% -$970K 2% 11
2025
Q3 		$11.9M Buy
76,792
+4,278
+6% +$663K 2.22% 10
2025
Q2 		$10.4M Buy
72,514
+1,935
+3% +$273K 2.13% 10
2025
Q1 		$11.8M Buy
70,579
+532
+0.8% +$83.3K 2.63% 7
2024
Q4 		$10.1M Buy
70,047
+1,943
+3% +$297K 2.21% 10
2024
Q3 		$10M Buy
68,104
+11,862
+21% +$1.77M 2.3% 9
2024
Q2 		$8.8M Buy
56,242
+423
+0.8% +$67.5K 2.19% 11
2024
Q1 		$8.8M Sell
55,819
-1,805
-3% -$272K 2.22% 11
2023
Q4 		$8.6M Sell
57,624
-289
-0.5% -$43.7K 2.39% 11
2023
Q3 		$9.77M Buy
57,913
+1,562
+3% +$252K 2.98% 7
2023
Q2 		$8.87M Buy
56,351
+1,222
+2% +$196K 2.71% 9
2023
Q1 		$8.99M Buy
55,129
+1,118
+2% +$187K 2.91% 8
2022
Q4 		$9.75M Buy
+54,011
New +$9.43M 3.22% 6

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 $295B AUM 31.6% 1-Year Est. Return

LMG Wealth Partners's CVX Position: Q1 2026 in Review

LMG Wealth Partners increased its Chevron (CVX) stake by 3.5% in Q1 2026, buying an estimated $444K and bringing the position to 72,858 shares worth $15.1M. The position accounts for 2.75% of the portfolio, ranked #5.

LMG Wealth Partners first reported a position in CVX in Q4 2022 and has held it in 14 quarters since. 4,271 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • LMG Wealth Partners held 72,858 shares of Chevron worth $15.1M as of Q1 2026.
  • LMG Wealth Partners bought 2,436 Chevron shares in Q1 2026, an estimated $444K.
  • Chevron made up 2.75% of LMG Wealth Partners's portfolio in Q1 2026, its #5 holding.
  • LMG Wealth Partners first reported a position in Chevron in Q4 2022 and has held it in 14 quarters since.
  • 4,271 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on LMG Wealth Partners's 13F filing for Q1 2026, filed 17 Apr 2026.