Lockheed Martin Investment Management’s Chevron CVX Stock Holding History

Lockheed Martin Investment Management’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	$10.7M	Buy	51,510 +510	+1%	+$93K	0.39%	51
2025 Q4	$7.77M	Buy	51,000 +5,620	+12%	+$856K	0.26%	63
2025 Q3	$7.05M	Sell	45,380 -1,610	-3%	-$249K	0.26%	70
2025 Q2	$6.73M	Sell	46,990 -29,350	-38%	-$4.14M	0.25%	73
2025 Q1	$12.8M	Sell	76,340 -59,990	-44%	-$9.39M	0.52%	45
2024 Q4	$19.7M	Sell	136,330 -44,070	-24%	-$6.75M	0.79%	30
2024 Q3	$26.6M	Buy	180,400 +91,880	+104%	+$13.7M	1.23%	21
2024 Q2	$13.8M	Buy	+88,520	New	+$14.1M	0.8%	27
2023 Q4	–	Sell	-50,385	Closed	-$7.95M	–	149
2023 Q3	$7.95M	Sell	50,385 -8,480	-14%	-$1.37M	0.61%	41
2023 Q2	$9.26M	Sell	58,865 -39,260	-40%	-$6.29M	0.53%	43
2023 Q1	$16M	Buy	98,125 +21,960	+29%	+$3.68M	0.91%	23
2022 Q4	$13.7M	Buy	76,165 +2,830	+4%	+$494K	0.91%	28
2022 Q3	$10.5M	Buy	73,335 +12,300	+20%	+$1.88M	0.85%	36
2022 Q2	$8.84M	Sell	61,035 -4,230	-6%	-$699K	0.6%	45
2022 Q1	$10.6M	Buy	65,265 +6,000	+10%	+$860K	0.59%	47
2021 Q4	$6.95M	Hold	59,265	–	–	0.37%	62
2021 Q3	$6.01M	Sell	59,265 -1,610	-3%	-$161K	0.33%	54
2021 Q2	$6.38M	Sell	60,875 -18,470	-23%	-$1.95M	0.33%	66
2021 Q1	$8.31M	Sell	79,345 -5,430	-6%	-$530K	0.43%	57
2020 Q4	$7.16M	Hold	84,775	–	–	0.37%	57
2020 Q3	$6.1M	Sell	84,775 -1,590	-2%	-$134K	0.38%	52
2020 Q2	$7.71M	Sell	86,365 -47,100	-35%	-$4.22M	0.51%	42
2020 Q1	$9.67M	Buy	133,465 +49,200	+58%	+$4.86M	0.66%	34
2019 Q4	$10.2M	Buy	84,265 +9,145	+12%	+$1.08M	0.54%	45
2019 Q3	$8.91M	Sell	75,120 -36,380	-33%	-$4.42M	0.57%	33
2019 Q2	$13.9M	Buy	111,500 +25,400	+30%	+$3.07M	0.63%	41
2019 Q1	$10.6M	Buy	+86,100	New	+$10.2M	0.49%	31
2018 Q4	–	Sell	-11,735	Closed	-$1.44M	–	81
2018 Q3	$1.44M	Hold	11,735	–	–	0.06%	50
2018 Q2	$1.48M	Hold	11,735	–	–	0.07%	58
2018 Q1	$1.34M	Hold	11,735	–	–	0.06%	82
2017 Q4	$1.47M	Sell	11,735 -625	-5%	-$74.1K	0.07%	82
2017 Q3	$1.45M	Hold	12,360	–	–	0.08%	89
2017 Q2	$1.29M	Hold	12,360	–	–	0.07%	103
2017 Q1	$1.33M	Buy	12,360 +1,990	+19%	+$223K	0.08%	98
2016 Q4	$1.22M	Buy	+10,370	New	+$1.13M	0.1%	89
2016 Q1	–	Sell	-24,000	Closed	-$2.16M	–	91
2015 Q4	$2.16M	Hold	24,000	–	–	0.2%	42
2015 Q3	$1.89M	Buy	+24,000	New	+$2.02M	0.21%	50
2015 Q2	–	Sell	-18,900	Closed	-$1.98M	–	133
2015 Q1	$1.98M	Sell	18,900 -21,100	-53%	-$2.25M	0.1%	84
2014 Q4	$4.49M	Buy	40,000 +19,000	+90%	+$2.16M	0.19%	38
2014 Q3	$2.51M	Hold	21,000	–	–	0.11%	65
2014 Q2	$2.74M	Buy	+21,000	New	+$2.61M	0.12%	64
2014 Q1	–	Sell	-22,000	Closed	-$2.75M	–	122
2013 Q4	$2.75M	Buy	+22,000	New	+$2.66M	0.15%	73
2013 Q3	–	Sell	-20,000	Closed	-$2.37M	–	87
2013 Q2	$2.37M	Buy	+20,000	New	+$2.42M	0.14%	34

Other funds holding CVX

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Lockheed Martin Investment Management's CVX Position: Q1 2026 in Review

Lockheed Martin Investment Management increased its Chevron (CVX) stake by 1% in Q1 2026, buying an estimated $93K and bringing the position to 51,510 shares worth $10.7M. The position accounts for 0.39% of the portfolio, ranked #51.

Lockheed Martin Investment Management first reported a position in CVX in Q2 2013 and has held it in 43 quarters since. The position peaked at $26.6M in Q3 2024. 4,273 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

Lockheed Martin Investment Management held 51,510 shares of Chevron worth $10.7M as of Q1 2026.
Lockheed Martin Investment Management bought 510 Chevron shares in Q1 2026, an estimated $93K.
Chevron made up 0.39% of Lockheed Martin Investment Management's portfolio in Q1 2026, its #51 holding.
Lockheed Martin Investment Management first reported a position in Chevron in Q2 2013 and has held it in 43 quarters since.
Lockheed Martin Investment Management's Chevron position peaked at $26.6M in Q3 2024.
4,273 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Lockheed Martin Investment Management's 13F filing for Q1 2026, filed 7 May 2026.