LVW Advisors’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $2.28M | Buy |
13,756
+403
| +3% | +$75K | 0.2% | 68 |
|
|
2026
Q1 | $2.76M | Buy |
13,353
+164
| +1% | +$29.9K | 0.26% | 51 |
|
|
2025
Q4 | $2.01M | Sell |
13,189
-2,228
| -14% | -$339K | 0.2% | 64 |
|
|
2025
Q3 | $2.39M | Buy |
15,417
+2,314
| +18% | +$358K | 0.24% | 56 |
|
|
2025
Q2 | $1.88M | Buy |
13,103
+1,081
| +9% | +$152K | 0.2% | 68 |
|
|
2025
Q1 | $2.01M | Buy |
12,022
+1,077
| +10% | +$169K | 0.24% | 56 |
|
|
2024
Q4 | $1.59M | Buy |
10,945
+1,962
| +22% | +$300K | 0.19% | 78 |
|
|
2024
Q3 | $1.32M | Sell |
8,983
-2,093
| -19% | -$312K | 0.17% | 92 |
|
|
2024
Q2 | $1.73M | Buy |
11,076
+651
| +6% | +$104K | 0.25% | 62 |
|
|
2024
Q1 | $1.64M | Buy |
10,425
+497
| +5% | +$75K | 0.28% | 61 |
|
|
2023
Q4 | $1.48M | Sell |
9,928
-3,548
| -26% | -$537K | 0.28% | 60 |
|
|
2023
Q3 | $2.27M | Sell |
13,476
-3,510
| -21% | -$567K | 0.47% | 45 |
|
|
2023
Q2 | $2.67M | Sell |
16,986
-2,557
| -13% | -$410K | 0.51% | 53 |
|
|
2023
Q1 | $3.19M | Sell |
19,543
-166
| -0.8% | -$27.8K | 0.62% | 45 |
|
|
2022
Q4 | $3.54M | Sell |
19,709
-1,309
| -6% | -$228K | 0.72% | 40 |
|
|
2022
Q3 | $3.02M | Buy |
21,018
+654
| +3% | +$99.7K | 0.67% | 41 |
|
|
2022
Q2 | $2.95M | Buy |
20,364
+15,238
| +297% | +$2.52M | 0.6% | 50 |
|
|
2022
Q1 | $835K | Sell |
5,126
-309
| -6% | -$44.3K | 0.14% | 103 |
|
|
2021
Q4 | $638K | Buy |
5,435
+25
| +0.5% | +$2.84K | 0.11% | 129 |
|
|
2021
Q3 | $549K | Buy |
5,410
+158
| +3% | +$15.8K | 0.09% | 147 |
|
|
2021
Q2 | $550K | Buy |
5,252
+122
| +2% | +$12.9K | 0.1% | 137 |
|
|
2021
Q1 | $538K | Buy |
5,130
+1,846
| +56% | +$180K | 0.1% | 142 |
|
|
2020
Q4 | $277K | Buy |
3,284
+256
| +8% | +$20.7K | 0.06% | 173 |
|
|
2020
Q3 | $218K | Buy |
3,028
+638
| +27% | +$53.7K | 0.05% | 180 |
|
|
2020
Q2 | $213K | Buy |
+2,390
| New | +$214K | 0.05% | 183 |
|
|
2019
Q2 | – | Sell |
-3,848
| Closed | -$474K | – | 168 |
|
|
2019
Q1 | $474K | Buy |
3,848
+936
| +32% | +$111K | 0.13% | 112 |
|
|
2018
Q4 | $317K | Sell |
2,912
-5,338
| -65% | -$618K | 0.11% | 115 |
|
|
2018
Q3 | $1.01M | Buy |
8,250
+22
| +0.3% | +$2.67K | 0.28% | 64 |
|
|
2018
Q2 | $1.04M | Sell |
8,228
-443
| -5% | -$55K | 0.33% | 58 |
|
|
2018
Q1 | $989K | Sell |
8,671
-90
| -1% | -$10.8K | 0.31% | 63 |
|
|
2017
Q4 | $1.1M | Buy |
8,761
+1,675
| +24% | +$199K | 0.32% | 57 |
|
|
2017
Q3 | $833K | Buy |
7,086
+4,553
| +180% | +$497K | 0.33% | 59 |
|
|
2017
Q2 | $264K | Sell |
2,533
-625
| -20% | -$66.2K | 0.09% | 107 |
|
|
2017
Q1 | $339K | Sell |
3,158
-3,190
| -50% | -$358K | 0.12% | 90 |
|
|
2016
Q4 | $747K | Buy |
6,348
+531
| +9% | +$57.8K | 0.26% | 58 |
|
|
2016
Q3 | $599K | Buy |
5,817
+501
| +9% | +$51.2K | 0.2% | 66 |
|
|
2016
Q2 | $557K | Sell |
5,316
-4,211
| -44% | -$424K | 0.21% | 61 |
|
|
2016
Q1 | $909K | Sell |
9,527
-521
| -5% | -$45.6K | 0.29% | 49 |
|
|
2015
Q4 | $904K | Sell |
10,048
-1,098
| -10% | -$99K | 0.35% | 50 |
|
|
2015
Q3 | $879K | Sell |
11,146
-5,464
| -33% | -$460K | 0.41% | 53 |
|
|
2015
Q2 | $1.6M | Sell |
16,610
-208
| -1% | -$21.8K | 0.68% | 41 |
|
|
2015
Q1 | $1.77M | Buy |
16,818
+148
| +0.9% | +$15.8K | 0.84% | 36 |
|
|
2014
Q4 | $1.87M | Buy |
+16,670
| New | +$1.89M | 1.03% | 32 |
|
Other funds holding CVX
AACR
LVW Advisors's CVX Position: Q2 2026 in Review
LVW Advisors increased its Chevron (CVX) stake by 3% in Q2 2026, buying an estimated $75K and bringing the position to 13,756 shares worth $2.28M. The position accounts for 0.2% of the portfolio, ranked #68.
LVW Advisors first reported a position in CVX in Q4 2014 and has held it in 43 quarters since. The position peaked at $3.54M in Q4 2022. 2,046 funds tracked by Wall St. Rank hold CVX as of Q2 2026.
- LVW Advisors held 13,756 shares of Chevron worth $2.28M as of Q2 2026.
- LVW Advisors bought 403 Chevron shares in Q2 2026, an estimated $75K.
- Chevron made up 0.2% of LVW Advisors's portfolio in Q2 2026, its #68 holding.
- LVW Advisors first reported a position in Chevron in Q4 2014 and has held it in 43 quarters since.
- LVW Advisors's Chevron position peaked at $3.54M in Q4 2022.
- 2,046 funds tracked by Wall St. Rank held Chevron as of Q2 2026.
Based on LVW Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.