LAM
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LOM Asset Management’s Chevron CVX Stock Holding History

LOM 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 		$3.82M Buy
23,041
+327
+1% +$60.9K 0.99% 28
2026
Q1 		$4.7M Buy
22,714
+67
+0.3% +$12.2K 1.35% 17
2025
Q4 		$3.45M Buy
22,647
+97
+0.4% +$14.8K 1% 26
2025
Q3 		$3.5M Buy
22,550
+959
+4% +$149K 1.07% 23
2025
Q2 		$3.09M Buy
+21,591
New +$3.04M 1.05% 26

Other funds holding CVX

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
HighTower Advisors
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

LOM Asset Management's CVX Position: Q2 2026 in Review

LOM Asset Management increased its Chevron (CVX) stake by 1.4% in Q2 2026, buying an estimated $60.9K and bringing the position to 23,041 shares worth $3.82M. The position accounts for 0.99% of the portfolio, ranked #28.

LOM Asset Management first reported a position in CVX in Q2 2025 and has held it in 5 quarters since. The position peaked at $4.7M in Q1 2026. 2,585 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • LOM Asset Management held 23,041 shares of Chevron worth $3.82M as of Q2 2026.
  • LOM Asset Management bought 327 Chevron shares in Q2 2026, an estimated $60.9K.
  • Chevron made up 0.99% of LOM Asset Management's portfolio in Q2 2026, its #28 holding.
  • LOM Asset Management first reported a position in Chevron in Q2 2025 and has held it in 5 quarters since.
  • LOM Asset Management's Chevron position peaked at $4.7M in Q1 2026.
  • 2,585 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on LOM Asset Management's 13F filing for Q2 2026, filed 4 Aug 2026.