Louisbourg Investments’s Chevron CVX Stock Holding History

Louisbourg Investments’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	$82.9K	Hold	500	–	–	0.02%	139
2026 Q1	$103K	Hold	500	–	–	0.02%	146
2025 Q4	$76.2K	Hold	500	–	–	0.02%	145
2025 Q3	$77.6K	Hold	500	–	–	0.02%	141
2025 Q2	$71.6K	Hold	500	–	–	0.02%	126
2025 Q1	$83.6K	Hold	500	–	–	0.02%	119
2024 Q4	$72.4K	Hold	500	–	–	0.02%	120
2024 Q3	$73.6K	Hold	500	–	–	0.02%	117
2024 Q2	$78.2K	Hold	500	–	–	0.02%	111
2024 Q1	$78.9K	Hold	500	–	–	0.02%	110
2023 Q4	$74.6K	Buy	+500	New	+$75.6K	0.02%	111

Other funds holding CVX

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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

AACR

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

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Louisbourg Investments's CVX Position: Q2 2026 in Review

Louisbourg Investments held its Chevron (CVX) position steady in Q2 2026 at 500 shares worth $82.9K. The position accounts for 0.02% of the portfolio, ranked #139.

Louisbourg Investments first reported a position in CVX in Q4 2023 and has held it in 11 quarters since. The position peaked at $103K in Q1 2026. 2,274 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

Louisbourg Investments held 500 shares of Chevron worth $82.9K as of Q2 2026.
Louisbourg Investments left its Chevron share count unchanged in Q2 2026.
Chevron made up 0.02% of Louisbourg Investments's portfolio in Q2 2026, its #139 holding.
Louisbourg Investments first reported a position in Chevron in Q4 2023 and has held it in 11 quarters since.
Louisbourg Investments's Chevron position peaked at $103K in Q1 2026.
2,274 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Louisbourg Investments's 13F filing for Q2 2026, filed 23 Jul 2026.