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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
Q2 		$12.2M Buy
73,598
+740
+1% +$138K 1.95% 10
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

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

LMG Wealth Partners's CVX Position: Q2 2026 in Review

LMG Wealth Partners increased its Chevron (CVX) stake by 1% in Q2 2026, buying an estimated $138K and bringing the position to 73,598 shares worth $12.2M. The position accounts for 1.95% of the portfolio, ranked #10.

LMG Wealth Partners first reported a position in CVX in Q4 2022 and has held it in 15 quarters since. The position peaked at $15.1M in Q1 2026. 4,141 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • LMG Wealth Partners held 73,598 shares of Chevron worth $12.2M as of Q2 2026.
  • LMG Wealth Partners bought 740 Chevron shares in Q2 2026, an estimated $138K.
  • Chevron made up 1.95% of LMG Wealth Partners's portfolio in Q2 2026, its #10 holding.
  • LMG Wealth Partners first reported a position in Chevron in Q4 2022 and has held it in 15 quarters since.
  • LMG Wealth Partners's Chevron position peaked at $15.1M in Q1 2026.
  • 4,141 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on LMG Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.