Lodestar Private Asset Management’s Chevron CVX Stock Holding History

Lodestar Private Asset 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 Q2	$1.2M	Buy	7,252 +2,534	+54%	+$472K	0.1%	101
2026 Q1	$976K	Buy	4,718 +47	+1%	+$8.57K	0.1%	105
2025 Q4	$712K	Sell	4,671 -456	-9%	-$69.5K	0.07%	127
2025 Q3	$796K	Buy	5,127 +725	+16%	+$112K	0.08%	116
2025 Q2	$630K	Sell	4,402 -444	-9%	-$62.6K	0.07%	127
2025 Q1	$811K	Sell	4,846 -246	-5%	-$38.5K	0.1%	107
2024 Q4	$738K	Sell	5,092 -314	-6%	-$48.1K	0.09%	114
2024 Q3	$796K	Sell	5,406 -7,997	-60%	-$1.19M	0.1%	111
2024 Q2	$2.1M	Sell	13,403 -458	-3%	-$73K	0.29%	68
2024 Q1	$2.19M	Sell	13,861 -237	-2%	-$35.8K	0.31%	66
2023 Q4	$2.1M	Sell	14,098 -187	-1%	-$28.3K	0.32%	66
2023 Q3	$2.41M	Buy	14,285 +1	+0%	+$162	0.41%	58
2023 Q2	$2.25M	Sell	14,284 -1,181	-8%	-$189K	0.38%	59
2023 Q1	$2.52M	Sell	15,465 -247	-2%	-$41.4K	0.45%	54
2022 Q4	$2.82M	Buy	+15,712	New	+$2.74M	0.54%	47

Other funds holding CVX

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

AACR

ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return

Lodestar Private Asset Management's CVX Position: Q2 2026 in Review

Lodestar Private Asset Management increased its Chevron (CVX) stake by 54% in Q2 2026, buying an estimated $472K and bringing the position to 7,252 shares worth $1.2M. The position accounts for 0.1% of the portfolio, ranked #101.

Lodestar Private Asset Management first reported a position in CVX in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.82M in Q4 2022. 2,592 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

Lodestar Private Asset Management held 7,252 shares of Chevron worth $1.2M as of Q2 2026.
Lodestar Private Asset Management bought 2,534 Chevron shares in Q2 2026, an estimated $472K.
Chevron made up 0.1% of Lodestar Private Asset Management's portfolio in Q2 2026, its #101 holding.
Lodestar Private Asset Management first reported a position in Chevron in Q4 2022 and has held it in 15 quarters since.
Lodestar Private Asset Management's Chevron position peaked at $2.82M in Q4 2022.
2,592 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Lodestar Private Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.