Lynch Asset Management’s Chevron CVX Stock Holding History

Lynch 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 Q3	$5.53M	Hold	27,100	–	–	1.41%	17
2026 Q2	$4.49M	Hold	27,100	–	–	1.23%	22
2026 Q1	$5.61M	Hold	27,100	–	–	1.88%	15
2025 Q4	$4.13M	Hold	27,100	–	–	1.3%	24
2025 Q3	$4.21M	Hold	27,100	–	–	1.35%	23
2025 Q2	$3.88M	Hold	27,100	–	–	1.37%	25
2025 Q1	$4.53M	Hold	27,100	–	–	2.03%	15
2024 Q4	$3.93M	Hold	27,100	–	–	1.59%	20
2024 Q3	$3.99M	Sell	27,100 -50	-0.2%	-$7.44K	1.68%	17
2024 Q2	$4.25M	Hold	27,150	–	–	1.81%	16
2024 Q1	$4.28M	Hold	27,150	–	–	2.01%	17
2023 Q4	$4.05M	Hold	27,150	–	–	2.32%	16
2023 Q3	$4.58M	Hold	27,150	–	–	3.01%	11
2023 Q2	$4.27M	Hold	27,150	–	–	2.75%	13
2023 Q1	$4.43M	Hold	27,150	–	–	3.18%	9
2022 Q4	$4.87M	Hold	27,150	–	–	4.2%	7
2022 Q3	$3.9M	Sell	27,150 -1,500	-5%	-$229K	3.5%	10
2022 Q2	$4.15M	Hold	28,650	–	–	3.39%	10
2022 Q1	$4.66M	Hold	28,650	–	–	3.34%	10
2021 Q4	$3.36M	Buy	+28,650	New	+$3.25M	2.34%	16

Other funds holding CVX

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Lynch Asset Management's CVX Position: Q3 2026 in Review

Lynch Asset Management held its Chevron (CVX) position steady in Q3 2026 at 27,100 shares worth $5.53M. The position accounts for 1.41% of the portfolio, ranked #17.

Lynch Asset Management first reported a position in CVX in Q4 2021 and has held it in 20 quarters since. The position peaked at $5.61M in Q1 2026. 3,048 funds tracked by Wall St. Rank hold CVX as of Q3 2026.

Lynch Asset Management held 27,100 shares of Chevron worth $5.53M as of Q3 2026.
Lynch Asset Management left its Chevron share count unchanged in Q3 2026.
Chevron made up 1.41% of Lynch Asset Management's portfolio in Q3 2026, its #17 holding.
Lynch Asset Management first reported a position in Chevron in Q4 2021 and has held it in 20 quarters since.
Lynch Asset Management's Chevron position peaked at $5.61M in Q1 2026.
3,048 funds tracked by Wall St. Rank held Chevron as of Q3 2026.

Based on Lynch Asset Management's 13F filing for Q3 2026, filed 28 Oct 2026.