LPL Financial’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $723M | Buy |
4,359,921
+7,737
| +0.2% | +$1.44M | 0.16% | 126 |
|
|
2026
Q1 | $900M | Buy |
4,352,184
+218,175
| +5% | +$39.8M | 0.24% | 85 |
|
|
2025
Q4 | $630M | Buy |
4,134,009
+35,099
| +0.9% | +$5.35M | 0.17% | 120 |
|
|
2025
Q3 | $637M | Buy |
4,098,910
+435,558
| +12% | +$67.5M | 0.19% | 114 |
|
|
2025
Q2 | $525M | Buy |
3,663,352
+109,946
| +3% | +$15.5M | 0.18% | 123 |
|
|
2025
Q1 | $594M | Buy |
3,553,406
+215,298
| +6% | +$33.7M | 0.23% | 99 |
|
|
2024
Q4 | $483M | Buy |
3,338,108
+190,422
| +6% | +$29.1M | 0.2% | 111 |
|
|
2024
Q3 | $464M | Buy |
3,147,686
+171,089
| +6% | +$25.5M | 0.21% | 104 |
|
|
2024
Q2 | $466M | Buy |
2,976,597
+339,020
| +13% | +$54.1M | 0.23% | 92 |
|
|
2024
Q1 | $416M | Buy |
2,637,577
+97,561
| +4% | +$14.7M | 0.22% | 95 |
|
|
2023
Q4 | $379M | Buy |
2,540,016
+223,679
| +10% | +$33.8M | 0.23% | 98 |
|
|
2023
Q3 | $391M | Buy |
2,316,337
+262,933
| +13% | +$42.5M | 0.27% | 82 |
|
|
2023
Q2 | $323M | Buy |
2,053,404
+178,175
| +10% | +$28.6M | 0.23% | 91 |
|
|
2023
Q1 | $306M | Buy |
1,875,229
+73,078
| +4% | +$12.3M | 0.24% | 92 |
|
|
2022
Q4 | $323M | Buy |
1,802,151
+46,112
| +3% | +$8.05M | 0.28% | 82 |
|
|
2022
Q3 | $252M | Buy |
1,756,039
+73,979
| +4% | +$11.3M | 0.24% | 89 |
|
|
2022
Q2 | $244M | Sell |
1,682,060
-14,740
| -0.9% | -$2.44M | 0.23% | 92 |
|
|
2022
Q1 | $276M | Buy |
1,696,800
+40,081
| +2% | +$5.75M | 0.24% | 84 |
|
|
2021
Q4 | $194M | Buy |
1,656,719
+130,318
| +9% | +$14.8M | 0.16% | 119 |
|
|
2021
Q3 | $155M | Buy |
1,526,401
+14,054
| +0.9% | +$1.4M | 0.15% | 132 |
|
|
2021
Q2 | $158M | Buy |
1,512,347
+98,386
| +7% | +$10.4M | 0.16% | 118 |
|
|
2021
Q1 | $148M | Buy |
1,413,961
+135,032
| +11% | +$13.2M | 0.17% | 112 |
|
|
2020
Q4 | $108M | Buy |
1,278,929
+36,632
| +3% | +$2.97M | 0.14% | 138 |
|
|
2020
Q3 | $89.4M | Buy |
1,242,297
+33,948
| +3% | +$2.86M | 0.14% | 143 |
|
|
2020
Q2 | $108M | Buy |
1,208,349
+68,104
| +6% | +$6.1M | 0.19% | 109 |
|
|
2020
Q1 | $82.6M | Buy |
1,140,245
+82,826
| +8% | +$8.18M | 0.18% | 111 |
|
|
2019
Q4 | $127M | Buy |
1,057,419
+89,909
| +9% | +$10.6M | 0.23% | 82 |
|
|
2019
Q3 | $115M | Buy |
967,510
+25,992
| +3% | +$3.16M | 0.23% | 86 |
|
|
2019
Q2 | $117M | Sell |
941,518
-40,214
| -4% | -$4.86M | 0.25% | 80 |
|
|
2019
Q1 | $121M | Buy |
981,732
+21,839
| +2% | +$2.58M | 0.27% | 66 |
|
|
2018
Q4 | $104M | Buy |
959,893
+37,808
| +4% | +$4.38M | 0.28% | 64 |
|
|
2018
Q3 | $113M | Buy |
922,085
+10,391
| +1% | +$1.26M | 0.27% | 69 |
|
|
2018
Q2 | $115M | Buy |
911,694
+3,401
| +0.4% | +$422K | 0.3% | 61 |
|
|
2018
Q1 | $104M | Buy |
908,293
+135,011
| +17% | +$16.1M | 0.29% | 68 |
|
|
2017
Q4 | $96.8M | Buy |
773,282
+198,134
| +34% | +$23.5M | 0.29% | 67 |
|
|
2017
Q3 | $67.6M | Sell |
575,148
-15,155
| -3% | -$1.65M | 0.24% | 81 |
|
|
2017
Q2 | $61.6M | Buy |
590,303
+565,346
| +2,265% | +$59.9M | 0.23% | 90 |
|
|
2017
Q1 | $2.69M | Buy |
24,957
+757
| +3% | +$84.9K | 0.02% | 688 |
|
|
2016
Q4 | $2.85M | Buy |
24,200
+8,033
| +50% | +$875K | 0.02% | 629 |
|
|
2016
Q3 | $1.65M | Sell |
16,167
-227
| -1% | -$23.2K | 0.02% | 865 |
|
|
2016
Q2 | $1.72M | Sell |
16,394
-1,005,306
| -98% | -$101M | 0.01% | 840 |
|
|
2016
Q1 | $94.7M | Sell |
1,021,700
-64,670
| -6% | -$5.66M | 0.26% | 82 |
|
|
2015
Q4 | $97.4M | Buy |
1,086,370
+513,322
| +90% | +$46.3M | 0.27% | 78 |
|
|
2015
Q3 | $48.1M | Buy |
573,048
+26,711
| +5% | +$2.25M | 0.26% | 82 |
|
|
2015
Q2 | $51.8M | Buy |
546,337
+7,149
| +1% | +$751K | 0.26% | 81 |
|
|
2015
Q1 | $56.5M | Buy |
539,188
+23,762
| +5% | +$2.54M | 0.29% | 75 |
|
|
2014
Q4 | $57.8M | Buy |
515,426
+62,183
| +14% | +$7.06M | 0.32% | 64 |
|
|
2014
Q3 | $53.3M | Buy |
453,243
+4,436
| +1% | +$566K | 0.32% | 58 |
|
|
2014
Q2 | $58.6M | Sell |
448,807
-3,754
| -0.8% | -$467K | 0.34% | 59 |
|
|
2014
Q1 | $53.8M | Sell |
452,561
-28,736
| -6% | -$3.34M | 0.33% | 60 |
|
|
2013
Q4 | $60.1M | Buy |
481,297
+1,725
| +0.4% | +$209K | 0.38% | 50 |
|
|
2013
Q3 | $56.9M | Sell |
479,572
-7,581
| -2% | -$932K | 0.38% | 51 |
|
|
2013
Q2 | $57.6M | Buy |
+487,153
| New | +$58.9M | 0.41% | 49 |
|
Other funds holding CVX
LPL Financial's CVX Position: Q2 2026 in Review
LPL Financial increased its Chevron (CVX) stake by 0.18% in Q2 2026, buying an estimated $1.44M and bringing the position to 4,359,921 shares worth $723M. The position accounts for 0.16% of the portfolio, ranked #126.
LPL Financial first reported a position in CVX in Q2 2013 and has held it in 53 quarters since. The position peaked at $900M in Q1 2026. 4,096 funds tracked by Wall St. Rank hold CVX as of Q2 2026.
- LPL Financial held 4,359,921 shares of Chevron worth $723M as of Q2 2026.
- LPL Financial bought 7,737 Chevron shares in Q2 2026, an estimated $1.44M.
- Chevron made up 0.16% of LPL Financial's portfolio in Q2 2026, its #126 holding.
- LPL Financial first reported a position in Chevron in Q2 2013 and has held it in 53 quarters since.
- LPL Financial's Chevron position peaked at $900M in Q1 2026.
- 4,096 funds tracked by Wall St. Rank held Chevron as of Q2 2026.
Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.