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LVZ Inc’s Chevron CVX Stock Holding History

LVZ Inc’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 		$280K Buy
1,692
+1
+0.1% +$186 0.03% 143
2026
Q1 		$350K Buy
1,691
+43
+3% +$7.84K 0.04% 115
2025
Q4 		$251K Buy
1,648
+21
+1% +$3.2K 0.03% 141
2025
Q3 		$253K Sell
1,627
-64
-4% -$9.91K 0.03% 136
2025
Q2 		$242K Buy
1,691
+175
+12% +$24.7K 0.03% 134
2025
Q1 		$254K Hold
1,516
– – 0.03% 126
2024
Q4 		$220K Buy
+1,516
New +$232K 0.03% 137

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
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 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

LVZ Inc's CVX Position: Q2 2026 in Review

LVZ Inc increased its Chevron (CVX) stake by 0.06% in Q2 2026, buying an estimated $186 and bringing the position to 1,692 shares worth $280K. The position accounts for 0.03% of the portfolio, ranked #143.

LVZ Inc first reported a position in CVX in Q4 2024 and has held it in 7 quarters since. The position peaked at $350K in Q1 2026. 2,430 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • LVZ Inc held 1,692 shares of Chevron worth $280K as of Q2 2026.
  • LVZ Inc bought 1 Chevron share in Q2 2026, an estimated $186.
  • Chevron made up 0.03% of LVZ Inc's portfolio in Q2 2026, its #143 holding.
  • LVZ Inc first reported a position in Chevron in Q4 2024 and has held it in 7 quarters since.
  • LVZ Inc's Chevron position peaked at $350K in Q1 2026.
  • 2,430 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on LVZ Inc's 13F filing for Q2 2026, filed 9 Jul 2026.