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Luken Investment Analytics’s Chevron CVX Stock Holding History

Luken Investment Analytics’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 		$87.5K Hold
528
– – 0.03% 88
2026
Q1 		$109K Hold
528
– – 0.04% 70
2025
Q4 		$80.5K Buy
528
+278
+111% +$42.3K 0.03% 79
2025
Q3 		$38.8K Hold
250
– – 0.02% 96
2025
Q2 		$35.8K Hold
250
– – 0.02% 99
2025
Q1 		$41.8K Hold
250
– – 0.02% 91
2024
Q4 		$36.2K Hold
250
– – 0.02% 93
2024
Q3 		$36.8K Hold
250
– – 0.02% 87
2024
Q2 		$39.1K Hold
250
– – 0.02% 87
2024
Q1 		$39.4K Hold
250
– – 0.02% 82
2023
Q4 		$37.3K Hold
250
– – 0.02% 81
2023
Q3 		$42.2K Hold
250
– – 0.02% 77
2023
Q2 		$39.3K Hold
250
– – 0.02% 77
2023
Q1 		$40.8K Hold
250
– – 0.02% 71
2022
Q4 		$44.9K Buy
+250
New +$43.6K 0.03% 68

Other funds holding CVX

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 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 22.94% 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
AACR
ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Luken Investment Analytics's CVX Position: Q2 2026 in Review

Luken Investment Analytics held its Chevron (CVX) position steady in Q2 2026 at 528 shares worth $87.5K. The position accounts for 0.03% of the portfolio, ranked #88.

Luken Investment Analytics first reported a position in CVX in Q4 2022 and has held it in 15 quarters since. The position peaked at $109K in Q1 2026. 2,332 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Luken Investment Analytics held 528 shares of Chevron worth $87.5K as of Q2 2026.
  • Luken Investment Analytics left its Chevron share count unchanged in Q2 2026.
  • Chevron made up 0.03% of Luken Investment Analytics's portfolio in Q2 2026, its #88 holding.
  • Luken Investment Analytics first reported a position in Chevron in Q4 2022 and has held it in 15 quarters since.
  • Luken Investment Analytics's Chevron position peaked at $109K in Q1 2026.
  • 2,332 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Luken Investment Analytics's 13F filing for Q2 2026, filed 28 Jul 2026.