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Lynch & Associates’s Chevron CVX Stock Holding History

Lynch & Associates’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 		$8.82M Buy
53,183
+10
+0% +$1.86K 1.54% 20
2026
Q1 		$11M Buy
53,173
+638
+1% +$116K 2.07% 14
2025
Q4 		$8.01M Buy
52,535
+468
+0.9% +$71.3K 1.51% 20
2025
Q3 		$8.09M Buy
52,067
+81
+0.2% +$12.5K 1.56% 17
2025
Q2 		$7.44M Sell
51,986
-756
-1% -$107K 1.5% 18
2025
Q1 		$8.82M Sell
52,742
-936
-2% -$147K 1.91% 14
2024
Q4 		$7.77M Buy
53,678
+1,206
+2% +$185K 1.69% 16
2024
Q3 		$7.73M Sell
52,472
-236
-0.4% -$35.1K 1.63% 17
2024
Q2 		$8.24M Buy
52,708
+1,627
+3% +$259K 1.86% 15
2024
Q1 		$8.06M Sell
51,081
-691
-1% -$104K 1.86% 15
2023
Q4 		$7.72M Sell
51,772
-618
-1% -$93.5K 1.88% 17
2023
Q3 		$8.83M Buy
52,390
+1,237
+2% +$200K 2.33% 11
2023
Q2 		$8.05M Buy
51,153
+424
+0.8% +$68K 2.06% 14
2023
Q1 		$8.28M Sell
50,729
-681
-1% -$114K 2.17% 12
2022
Q4 		$9.23M Buy
51,410
+17
+0% +$2.97K 2.41% 12
2022
Q3 		$7.38M Buy
51,393
+227
+0.4% +$34.6K 2.16% 13
2022
Q2 		$7.41M Sell
51,166
-354
-0.7% -$58.5K 2.02% 14
2022
Q1 		$8.39M Buy
51,520
+137
+0.3% +$19.6K 2.03% 16
2021
Q4 		$6.03M Buy
51,383
+5,612
+12% +$637K 1.42% 23
2021
Q3 		$4.64M Buy
45,771
+407
+0.9% +$40.6K 1.2% 33
2021
Q2 		$4.75M Buy
45,364
+6,748
+17% +$712K 1.22% 33
2021
Q1 		$4.05M Buy
38,616
+1,741
+5% +$170K 1.09% 35
2020
Q4 		$3.11M Sell
36,875
-84
-0.2% -$6.8K 0.85% 38
2020
Q3 		$2.66M Buy
36,959
+967
+3% +$81.3K 0.8% 40
2020
Q2 		$3.21M Buy
35,992
+6,661
+23% +$596K 1.04% 32
2020
Q1 		$2.13M Sell
29,331
-25,031
-46% -$2.47M 0.78% 42
2019
Q4 		$6.55M Buy
54,362
+1,325
+2% +$156K 1.88% 16
2019
Q3 		$6.29M Buy
53,037
+141
+0.3% +$17.1K 1.92% 17
2019
Q2 		$6.58M Sell
52,896
-274
-0.5% -$33.1K 2.14% 15
2019
Q1 		$6.55M Buy
53,170
+1,018
+2% +$120K 2.17% 14
2018
Q4 		$5.67M Buy
52,152
+118
+0.2% +$13.7K 2.12% 17
2018
Q3 		$6.36M Buy
52,034
+1,032
+2% +$125K 2.15% 15
2018
Q2 		$6.45M Buy
51,002
+2,663
+6% +$331K 2.34% 13
2018
Q1 		$5.51M Buy
48,339
+50
+0.1% +$5.98K 2.11% 15
2017
Q4 		$6.04M Buy
48,289
+630
+1% +$74.7K 2.27% 13
2017
Q3 		$5.6M Buy
47,659
+2,002
+4% +$219K 2.23% 13
2017
Q2 		$4.76M Sell
45,657
-177
-0.4% -$18.8K 1.88% 15
2017
Q1 		$4.92M Buy
45,834
+1,565
+4% +$176K 2.01% 14
2016
Q4 		$5.21M Buy
44,269
+1,887
+4% +$205K 2.19% 13
2016
Q3 		$4.36M Buy
42,382
+2,008
+5% +$205K 1.92% 14
2016
Q2 		$4.23M Buy
40,374
+5,982
+17% +$602K 1.89% 15
2016
Q1 		$3.28M Buy
34,392
+7,690
+29% +$673K 1.56% 20
2015
Q4 		$2.4M Sell
26,702
-4,042
-13% -$364K 1.23% 27
2015
Q3 		$2.42M Sell
30,744
-866
-3% -$72.9K 1.34% 24
2015
Q2 		$3.05M Buy
31,610
+3,387
+12% +$356K 1.59% 19
2015
Q1 		$2.96M Buy
28,223
+1,314
+5% +$140K 1.56% 22
2014
Q4 		$3.02M Buy
26,909
+237
+0.9% +$26.9K 1.62% 22
2014
Q3 		$3.18M Buy
26,672
+2,274
+9% +$290K 1.79% 19
2014
Q2 		$3.19M Buy
24,398
+166
+0.7% +$20.7K 1.82% 18
2014
Q1 		$2.88M Buy
24,232
+567
+2% +$65.9K 1.7% 21
2013
Q4 		$2.96M Buy
23,665
+865
+4% +$105K 1.77% 17
2013
Q3 		$2.77M Buy
22,800
+1,390
+6% +$171K 1.85% 16
2013
Q2 		$2.53M Buy
+21,410
New +$2.59M 1.75% 18

Other funds holding CVX

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
AACR
ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Lynch & Associates's CVX Position: Q2 2026 in Review

Lynch & Associates increased its Chevron (CVX) stake by 0.02% in Q2 2026, buying an estimated $1.86K and bringing the position to 53,183 shares worth $8.82M. The position accounts for 1.54% of the portfolio, ranked #20.

Lynch & Associates first reported a position in CVX in Q2 2013 and has held it in 53 quarters since. The position peaked at $11M in Q1 2026. 2,046 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Lynch & Associates held 53,183 shares of Chevron worth $8.82M as of Q2 2026.
  • Lynch & Associates bought 10 Chevron shares in Q2 2026, an estimated $1.86K.
  • Chevron made up 1.54% of Lynch & Associates's portfolio in Q2 2026, its #20 holding.
  • Lynch & Associates first reported a position in Chevron in Q2 2013 and has held it in 53 quarters since.
  • Lynch & Associates's Chevron position peaked at $11M in Q1 2026.
  • 2,046 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Lynch & Associates's 13F filing for Q2 2026, filed 13 Jul 2026.