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 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	$4.67M	Hold	28,650	–	–	3.34%	10
2021 Q4	$3.36M	Buy	+28,650	New	+$3.25M	2.34%	16

Other funds holding CVX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Lynch Asset Management's CVX Position: Q2 2026 in Review

Lynch Asset Management held its Chevron (CVX) position steady in Q2 2026 at 27,100 shares worth $4.49M. The position accounts for 1.23% of the portfolio, ranked #22.

Lynch Asset Management first reported a position in CVX in Q4 2021 and has held it in 19 quarters since. The position peaked at $5.61M in Q1 2026. 4,123 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

Lynch Asset Management held 27,100 shares of Chevron worth $4.49M as of Q2 2026.
Lynch Asset Management left its Chevron share count unchanged in Q2 2026.
Chevron made up 1.23% of Lynch Asset Management's portfolio in Q2 2026, its #22 holding.
Lynch Asset Management first reported a position in Chevron in Q4 2021 and has held it in 19 quarters since.
Lynch Asset Management's Chevron position peaked at $5.61M in Q1 2026.
4,123 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Lynch Asset Management's 13F filing for Q2 2026, filed 6 Aug 2026.