LRI Investments’s Chevron CVX Stock Holding History

LRI 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	$1.72M	Buy	10,381 +455	+5%	+$84.7K	0.14%	81
2026 Q1	$2.05M	Sell	9,926 -2,360	-19%	-$430K	0.18%	64
2025 Q4	$1.87M	Sell	12,286 -1,450	-11%	-$221K	0.15%	68
2025 Q3	$2.13M	Buy	13,736 +637	+5%	+$98.7K	0.17%	60
2025 Q2	$1.88M	Sell	13,099 -237	-2%	-$33.4K	0.16%	59
2025 Q1	$2.23M	Hold	13,336	–	–	0.22%	49
2024 Q4	$1.93M	Hold	13,336	–	–	0.19%	45
2024 Q3	$2.16M	Sell	13,336 -156	-1%	-$23.2K	0.21%	43
2024 Q2	$2.11M	Buy	13,492 +793	+6%	+$126K	0.24%	34
2024 Q1	$2M	Buy	+12,699	New	+$1.92M	0.51%	29

Other funds holding CVX

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

LRI Investments's CVX Position: Q2 2026 in Review

LRI Investments increased its Chevron (CVX) stake by 4.6% in Q2 2026, buying an estimated $84.7K and bringing the position to 10,381 shares worth $1.72M. The position accounts for 0.14% of the portfolio, ranked #81.

LRI Investments first reported a position in CVX in Q1 2024 and has held it in 10 quarters since. The position peaked at $2.23M in Q1 2025. 1,951 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

LRI Investments held 10,381 shares of Chevron worth $1.72M as of Q2 2026.
LRI Investments bought 455 Chevron shares in Q2 2026, an estimated $84.7K.
Chevron made up 0.14% of LRI Investments's portfolio in Q2 2026, its #81 holding.
LRI Investments first reported a position in Chevron in Q1 2024 and has held it in 10 quarters since.
LRI Investments's Chevron position peaked at $2.23M in Q1 2025.
1,951 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.