LWM
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Lyell Wealth Management’s Chevron CVX Stock Holding History

Lyell Wealth 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
Q1 		$5.16M Sell
24,958
-1,265
-5% -$231K 0.38% 64
2025
Q4 		$4M Buy
26,223
+1,217
+5% +$185K 0.29% 72
2025
Q3 		$3.88M Sell
25,006
-3,175
-11% -$492K 0.29% 74
2025
Q2 		$4.04M Sell
28,181
-18,277
-39% -$2.58M 0.32% 75
2025
Q1 		$7.77M Sell
46,458
-1,295
-3% -$203K 0.73% 52
2024
Q4 		$6.92M Sell
47,753
-4,356
-8% -$667K 0.62% 54
2024
Q3 		$7.67M Sell
52,109
-5,279
-9% -$786K 0.7% 51
2024
Q2 		$8.98M Buy
57,388
+4,994
+10% +$796K 0.86% 39
2024
Q1 		$8.26M Sell
52,394
-17
-0% -$2.56K 0.84% 41
2023
Q4 		$7.82M Buy
52,411
+920
+2% +$139K 0.89% 40
2023
Q3 		$8.68M Buy
51,491
+2,692
+6% +$435K 1.17% 30
2023
Q2 		$7.68M Buy
48,799
+3,330
+7% +$534K 0.98% 38
2023
Q1 		$7.42M Buy
45,469
+2,005
+5% +$336K 1.04% 33
2022
Q4 		$7.8M Buy
43,464
+12,503
+40% +$2.18M 1.23% 29
2022
Q3 		$4.45M Buy
30,961
+8,402
+37% +$1.28M 0.76% 50
2022
Q2 		$3.27M Buy
22,559
+13,538
+150% +$2.24M 0.53% 69
2022
Q1 		$1.47M Sell
9,021
-59
-0.6% -$8.46K 0.19% 94
2021
Q4 		$1.07M Sell
9,080
-294
-3% -$33.4K 0.12% 103
2021
Q3 		$951K Sell
9,374
-248
-3% -$24.7K 0.12% 106
2021
Q2 		$1.01M Buy
9,622
+318
+3% +$33.6K 0.12% 103
2021
Q1 		$975K Sell
9,304
-251
-3% -$24.5K 0.14% 96
2020
Q4 		$807K Sell
9,555
-6,439
-40% -$521K 0.13% 87
2020
Q3 		$1.15M Sell
15,994
-5,130
-24% -$431K 0.22% 75
2020
Q2 		$1.89M Sell
21,124
-2,307
-10% -$207K 0.41% 63
2020
Q1 		$1.7M Sell
23,431
-657
-3% -$64.9K 0.51% 60
2019
Q4 		$2.9M Buy
24,088
+926
+4% +$109K 0.78% 50
2019
Q3 		$2.75M Buy
23,162
+3,203
+16% +$389K 0.83% 49
2019
Q2 		$2.48M Buy
19,959
+2,221
+13% +$269K 0.75% 50
2019
Q1 		$2.19M Buy
17,738
+817
+5% +$96.7K 0.73% 49
2018
Q4 		$1.84M Sell
16,921
-480
-3% -$55.6K 0.77% 47
2018
Q3 		$2.13M Buy
17,401
+2,062
+13% +$250K 0.72% 52
2018
Q2 		$1.94M Buy
15,339
+345
+2% +$42.8K 0.71% 53
2018
Q1 		$1.71M Buy
14,994
+9,813
+189% +$1.17M 0.63% 56
2017
Q4 		$649K Sell
5,181
-501
-9% -$59.4K 0.26% 79
2017
Q3 		$668K Sell
5,682
-84
-1% -$9.17K 0.29% 75
2017
Q2 		$602K Sell
5,766
-2,884
-33% -$306K 0.29% 73
2017
Q1 		$929K Sell
8,650
-201
-2% -$22.5K 0.5% 60
2016
Q4 		$1.04M Buy
+8,851
New +$964K 0.65% 56

Other funds holding CVX

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Geode Capital Management
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Lyell Wealth Management's CVX Position: Q1 2026 in Review

Lyell Wealth Management reduced its Chevron (CVX) stake by 4.8% in Q1 2026, selling an estimated $231K and leaving 24,958 shares worth $5.16M. The position accounts for 0.38% of the portfolio, ranked #64.

Lyell Wealth Management first reported a position in CVX in Q4 2016 and has held it in 38 quarters since. The position peaked at $8.98M in Q2 2024. 4,270 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Lyell Wealth Management held 24,958 shares of Chevron worth $5.16M as of Q1 2026.
  • Lyell Wealth Management sold 1,265 Chevron shares in Q1 2026, an estimated $231K.
  • Chevron made up 0.38% of Lyell Wealth Management's portfolio in Q1 2026, its #64 holding.
  • Lyell Wealth Management first reported a position in Chevron in Q4 2016 and has held it in 38 quarters since.
  • Lyell Wealth Management's Chevron position peaked at $8.98M in Q2 2024.
  • 4,270 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Lyell Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.