LIG
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Lokken Investment Group’s Chevron CVX Stock Holding History

Lokken Investment Group’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
2025
Q3 		$491K Buy
3,161
+101
+3% +$15.6K 0.17% 90
2025
Q2 		$438K Sell
3,060
-249
-8% -$35.1K 0.17% 90
2025
Q1 		$553K Sell
3,309
-111
-3% -$17.4K 0.23% 78
2024
Q4 		$495K Sell
3,420
-108
-3% -$16.5K 0.21% 83
2024
Q3 		$520K Sell
3,528
-17
-0.5% -$2.53K 0.22% 84
2024
Q2 		$555K Buy
3,545
+45
+1% +$7.18K 0.26% 80
2024
Q1 		$552K Buy
3,500
+6
+0.2% +$905 0.28% 81
2023
Q4 		$521K Sell
3,494
-2,806
-45% -$424K 0.29% 76
2023
Q3 		$1.06M Buy
6,300
+118
+2% +$19.1K 0.7% 35
2023
Q2 		$973K Buy
6,182
+596
+11% +$95.6K 0.63% 36
2023
Q1 		$911K Buy
5,586
+979
+21% +$164K 0.69% 36
2022
Q4 		$827K Buy
4,607
+281
+6% +$49K 0.65% 35
2022
Q3 		$622K Buy
4,326
+51
+1% +$7.78K 0.54% 44
2022
Q2 		$619K Buy
4,275
+73
+2% +$12.1K 0.5% 43
2022
Q1 		$658K Buy
4,202
+1,535
+58% +$220K 0.52% 42
2021
Q4 		$313K Buy
2,667
+506
+23% +$57.5K 0.22% 98
2021
Q3 		$219K Buy
2,161
+32
+2% +$3.19K 0.17% 111
2021
Q2 		$223K Buy
2,129
+6
+0.3% +$633 0.18% 107
2021
Q1 		$222K Buy
+2,123
New +$207K 0.2% 103

Other funds holding CVX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Lokken Investment Group's CVX Position: Q3 2025 in Review

Lokken Investment Group increased its Chevron (CVX) stake by 3.3% in Q3 2025, buying an estimated $15.6K and bringing the position to 3,161 shares worth $491K. The position accounts for 0.17% of the portfolio, ranked #90.

Lokken Investment Group first reported a position in CVX in Q1 2021 and has held it in 19 quarters since. The position peaked at $1.06M in Q3 2023. 3,788 funds tracked by Wall St. Rank hold CVX as of Q3 2025.

  • Lokken Investment Group held 3,161 shares of Chevron worth $491K as of Q3 2025.
  • Lokken Investment Group bought 101 Chevron shares in Q3 2025, an estimated $15.6K.
  • Chevron made up 0.17% of Lokken Investment Group's portfolio in Q3 2025, its #90 holding.
  • Lokken Investment Group first reported a position in Chevron in Q1 2021 and has held it in 19 quarters since.
  • Lokken Investment Group's Chevron position peaked at $1.06M in Q3 2023.
  • 3,788 funds tracked by Wall St. Rank held Chevron as of Q3 2025.

Based on Lokken Investment Group's 13F filing for Q3 2025, filed 5 Nov 2025.