Luts & Greenleigh Group’s Chevron CVX Stock Holding History

Luts & Greenleigh Group’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 Q1	$353K	Hold	1,706	–	–	0.28%	58
2025 Q4	$260K	Buy	1,706 +4	+0.2%	+$609	0.22%	71
2025 Q3	$264K	Buy	1,702 +26	+2%	+$4.03K	0.24%	71
2025 Q2	$240K	Buy	1,676 +224	+15%	+$31.6K	0.23%	72
2025 Q1	$243K	Sell	1,452 -349	-19%	-$54.6K	0.24%	70
2024 Q4	$261K	Buy	1,801 +36	+2%	+$5.51K	0.26%	68
2024 Q3	$260K	Sell	1,765 -457	-21%	-$68K	0.25%	68
2024 Q2	$348K	Buy	+2,222	New	+$354K	0.36%	48
2023 Q4	$272K	Buy	1,826 +30	+2%	+$4.54K	0.34%	49
2023 Q3	$303K	Sell	1,796 -94	-5%	-$15.2K	0.38%	44
2023 Q2	$297K	Sell	1,890 -50	-3%	-$8.02K	0.37%	47
2023 Q1	$317K	Sell	1,940 -90	-4%	-$15.1K	0.4%	45
2022 Q4	$364K	Buy	+2,030	New	+$354K	0.46%	38

Other funds holding CVX

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Luts & Greenleigh Group's CVX Position: Q1 2026 in Review

Luts & Greenleigh Group held its Chevron (CVX) position steady in Q1 2026 at 1,706 shares worth $353K. The position accounts for 0.28% of the portfolio, ranked #58.

Luts & Greenleigh Group first reported a position in CVX in Q4 2022 and has held it in 13 quarters since. The position peaked at $364K in Q4 2022. 4,267 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

Luts & Greenleigh Group held 1,706 shares of Chevron worth $353K as of Q1 2026.
Luts & Greenleigh Group left its Chevron share count unchanged in Q1 2026.
Chevron made up 0.28% of Luts & Greenleigh Group's portfolio in Q1 2026, its #58 holding.
Luts & Greenleigh Group first reported a position in Chevron in Q4 2022 and has held it in 13 quarters since.
Luts & Greenleigh Group's Chevron position peaked at $364K in Q4 2022.
4,267 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Luts & Greenleigh Group's 13F filing for Q1 2026, filed 5 May 2026.