Lugano Financial Advisors SA (LFA)’s Chevron CVX Stock Holding History

Lugano Financial Advisors SA (LFA)’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	$54.2K	Buy	327 +32	+11%	+$5.96K	0.03%	155
2026 Q1	$61K	Hold	295	–	–	0.03%	131
2025 Q4	$45K	Hold	295	–	–	0.02%	158
2025 Q3	$45.8K	Sell	295 -15	-5%	-$2.32K	0.02%	149
2025 Q2	$44.4K	Buy	310 +160	+107%	+$22.6K	0.03%	145
2025 Q1	$25.1K	Sell	150 -330	-69%	-$51.7K	0.02%	159
2024 Q4	$69.5K	Buy	480 +150	+45%	+$23K	0.05%	131
2024 Q3	$48.6K	Hold	330	–	–	0.03%	144
2024 Q2	$51.6K	Buy	+330	New	+$52.6K	0.04%	137
2024 Q1	–	Sell	-140	Closed	-$20.9K	–	167
2023 Q4	$20.9K	Buy	140 +85	+155%	+$12.9K	0.02%	140
2023 Q3	$9.27K	Buy	+55	New	+$8.88K	0.01%	152
2022 Q4	–	Sell	-500	Closed	-$72K	–	118
2022 Q3	$72K	Hold	500	–	–	0.06%	75
2022 Q2	$72K	Buy	+500	New	+$82.7K	0.05%	80
2020 Q3	–	Sell	-1,590	Closed	-$145K	–	113
2020 Q2	$145K	Hold	1,590	–	–	0.15%	68
2020 Q1	$170K	Hold	1,590	–	–	0.15%	73
2019 Q4	$192K	Buy	+1,590	New	+$187K	0.14%	71
2019 Q2	$198K	Hold	1,590	–	–	0.12%	69
2019 Q1	$195K	Hold	1,590	–	–	0.12%	72
2018 Q4	$194K	Hold	1,590	–	–	0.13%	79
2018 Q3	$194K	Sell	1,590 -2,281	-59%	-$277K	0.13%	79
2018 Q2	$486K	Buy	+3,871	New	+$481K	0.47%	43

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

Lugano Financial Advisors SA (LFA)'s CVX Position: Q2 2026 in Review

Lugano Financial Advisors SA (LFA) increased its Chevron (CVX) stake by 11% in Q2 2026, buying an estimated $5.96K and bringing the position to 327 shares worth $54.2K. The position accounts for 0.03% of the portfolio, ranked #155.

Lugano Financial Advisors SA (LFA) first reported a position in CVX in Q2 2018 and has held it in 21 quarters since. The position peaked at $486K in Q2 2018. 2,286 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

Lugano Financial Advisors SA (LFA) held 327 shares of Chevron worth $54.2K as of Q2 2026.
Lugano Financial Advisors SA (LFA) bought 32 Chevron shares in Q2 2026, an estimated $5.96K.
Chevron made up 0.03% of Lugano Financial Advisors SA (LFA)'s portfolio in Q2 2026, its #155 holding.
Lugano Financial Advisors SA (LFA) first reported a position in Chevron in Q2 2018 and has held it in 21 quarters since.
Lugano Financial Advisors SA (LFA)'s Chevron position peaked at $486K in Q2 2018.
2,286 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Lugano Financial Advisors SA (LFA)'s 13F filing for Q2 2026, filed 28 Jul 2026.