Lummis Asset Management’s Chevron CVX Stock Holding History

Lummis Asset Management’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	$1.15M	Buy	5,995 +1	+0%	+$186	0.69%	37
2026 Q1	$1.16M	Hold	5,994	–	–	0.69%	37
2025 Q4	$914K	Sell	5,994 -81	-1%	-$12.3K	0.56%	37
2025 Q3	$943K	Hold	6,075	–	–	0.62%	37
2025 Q2	$940K	Sell	6,075 -172	-3%	-$24.2K	0.62%	38
2025 Q1	$854K	Buy	6,247 +6,120	+4,819%	+$958K	0.59%	39
2024 Q4	$18.4K	Hold	127	–	–	0.02%	74
2024 Q3	$18.7K	Hold	127	–	–	0.02%	82
2024 Q2	$19.9K	Hold	127	–	–	0.03%	76
2024 Q1	$20K	Sell	127 -4,040	-97%	-$610K	0.03%	77
2023 Q4	$622K	Buy	+4,167	New	+$630K	0.48%	40

Other funds holding CVX

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 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

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Lummis Asset Management's CVX Position: Q2 2026 in Review

Lummis Asset Management increased its Chevron (CVX) stake by 0.02% in Q2 2026, buying an estimated $186 and bringing the position to 5,995 shares worth $1.15M. The position accounts for 0.69% of the portfolio, ranked #37.

Lummis Asset Management first reported a position in CVX in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.16M in Q1 2026. 2,605 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

Lummis Asset Management held 5,995 shares of Chevron worth $1.15M as of Q2 2026.
Lummis Asset Management bought 1 Chevron share in Q2 2026, an estimated $186.
Chevron made up 0.69% of Lummis Asset Management's portfolio in Q2 2026, its #37 holding.
Lummis Asset Management first reported a position in Chevron in Q4 2023 and has held it in 11 quarters since.
Lummis Asset Management's Chevron position peaked at $1.16M in Q1 2026.
2,605 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Lummis Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.