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 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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Lynch Asset Management's CVX Position: Q1 2026 in Review

Lynch Asset Management held its Chevron (CVX) position steady in Q1 2026 at 27,100 shares worth $5.61M. The position accounts for 1.88% of the portfolio, ranked #15.

Lynch Asset Management first reported a position in CVX in Q4 2021 and has held it in 18 quarters since. 4,266 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

Lynch Asset Management held 27,100 shares of Chevron worth $5.61M as of Q1 2026.
Lynch Asset Management left its Chevron share count unchanged in Q1 2026.
Chevron made up 1.88% of Lynch Asset Management's portfolio in Q1 2026, its #15 holding.
Lynch Asset Management first reported a position in Chevron in Q4 2021 and has held it in 18 quarters since.
4,266 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Lynch Asset Management's 13F filing for Q1 2026, filed 24 Apr 2026.