Lodestone Wealth Management
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Lodestone Wealth Management’s Chevron CVX Stock Holding History

Lodestone Wealth 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
Q3 		$2.23M Buy
10,898
+478
+5% +$94.1K 0.75% 37
2026
Q2 		$1.73M Sell
10,420
-592
-5% -$110K 0.61% 45
2026
Q1 		$2.28M Buy
11,012
+59
+0.5% +$10.8K 0.9% 36
2025
Q4 		$1.67M Sell
10,953
-556
-5% -$84.7K 0.68% 44
2025
Q3 		$1.79M Buy
11,509
+252
+2% +$39K 0.8% 45
2025
Q2 		$1.61M Buy
11,257
+201
+2% +$28.3K 0.78% 42
2025
Q1 		$1.85M Buy
11,056
+93
+0.8% +$14.6K 0.98% 39
2024
Q4 		$1.59M Sell
10,963
-18
-0.2% -$2.76K 0.8% 46
2024
Q3 		$1.62M Buy
10,981
+115
+1% +$17.1K 0.81% 47
2024
Q2 		$1.7M Buy
10,866
+89
+0.8% +$14.2K 0.9% 42
2024
Q1 		$1.7M Buy
10,777
+31
+0.3% +$4.68K 0.89% 44
2023
Q4 		$1.6M Buy
10,746
+705
+7% +$107K 0.93% 43
2023
Q3 		$1.69M Buy
10,041
+79
+0.8% +$12.8K 1.19% 29
2023
Q2 		$1.57M Buy
9,962
+3,747
+60% +$601K 1.07% 32
2023
Q1 		$1.01M Sell
6,215
-10,046
-62% -$1.68M 0.78% 44
2022
Q4 		$2.92M Buy
+16,261
New +$2.84M 2.35% 7

Other funds holding CVX

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Lodestone Wealth Management's CVX Position: Q3 2026 in Review

Lodestone Wealth Management increased its Chevron (CVX) stake by 4.6% in Q3 2026, buying an estimated $94.1K and bringing the position to 10,898 shares worth $2.23M. The position accounts for 0.75% of the portfolio, ranked #37.

Lodestone Wealth Management first reported a position in CVX in Q4 2022 and has held it in 16 quarters since. The position peaked at $2.92M in Q4 2022. 1,890 funds tracked by Wall St. Rank hold CVX as of Q3 2026.

  • Lodestone Wealth Management held 10,898 shares of Chevron worth $2.23M as of Q3 2026.
  • Lodestone Wealth Management bought 478 Chevron shares in Q3 2026, an estimated $94.1K.
  • Chevron made up 0.75% of Lodestone Wealth Management's portfolio in Q3 2026, its #37 holding.
  • Lodestone Wealth Management first reported a position in Chevron in Q4 2022 and has held it in 16 quarters since.
  • Lodestone Wealth Management's Chevron position peaked at $2.92M in Q4 2022.
  • 1,890 funds tracked by Wall St. Rank held Chevron as of Q3 2026.

Based on Lodestone Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.