LWM
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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
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% -$2.75K 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 Sell
9,962
-1,641,320
-99% -$263M 1.07% 32
2023
Q1 		$1.01M Buy
1,651,282
+1,635,021
+10,055% +$274M 0.78% 44
2022
Q4 		$2.92M Buy
+16,261
New +$2.84M 2.35% 7

Other funds holding CVX

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Lodestone Wealth Management's CVX Position: Q2 2026 in Review

Lodestone Wealth Management reduced its Chevron (CVX) stake by 5.4% in Q2 2026, selling an estimated $110K and leaving 10,420 shares worth $1.73M. The position accounts for 0.61% of the portfolio, ranked #45.

Lodestone Wealth Management first reported a position in CVX in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.92M in Q4 2022. 1,737 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Lodestone Wealth Management held 10,420 shares of Chevron worth $1.73M as of Q2 2026.
  • Lodestone Wealth Management sold 592 Chevron shares in Q2 2026, an estimated $110K.
  • Chevron made up 0.61% of Lodestone Wealth Management's portfolio in Q2 2026, its #45 holding.
  • Lodestone Wealth Management first reported a position in Chevron in Q4 2022 and has held it in 15 quarters since.
  • Lodestone Wealth Management's Chevron position peaked at $2.92M in Q4 2022.
  • 1,737 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Lodestone Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.