Oliver Lagore Vanvalin Investment Group’s Chevron CVX Stock Holding History

Oliver Lagore Vanvalin Investment Group’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
2025 Q2	$1.5M	Buy	+8,992	New	+$1.27M	0.59%	41
2024 Q4	$1.81M	Sell	12,508 -79	-0.6%	-$12.1K	0.46%	42
2024 Q3	$1.85M	Buy	12,587 +3,191	+34%	+$475K	0.5%	42
2024 Q2	$1.47M	Buy	9,396 +1,022	+12%	+$163K	0.42%	48
2024 Q1	$1.32M	Buy	8,374 +485	+6%	+$73.2K	0.39%	55
2023 Q4	$1.18M	Buy	7,889 +32	+0.4%	+$4.84K	0.44%	44
2023 Q3	$1.32M	Buy	7,857 +2,361	+43%	+$381K	0.52%	31
2023 Q2	$865K	Buy	5,496 +1,843	+50%	+$295K	0.32%	52
2023 Q1	$596K	Buy	3,653 +1,073	+42%	+$180K	0.25%	44
2022 Q4	$463K	Sell	2,580 -1,235	-32%	-$216K	0.26%	51
2022 Q3	$548K	Buy	3,815 +577	+18%	+$88K	0.35%	42
2022 Q2	$469K	Sell	3,238 -170	-5%	-$28.1K	0.27%	54
2022 Q1	$549K	Buy	+3,408	New	+$489K	0.37%	50

Other funds holding CVX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Oliver Lagore Vanvalin Investment Group's CVX Position: Q2 2025 in Review

Oliver Lagore Vanvalin Investment Group opened a new position in Chevron (CVX) in Q2 2025: 8,992 shares worth $1.5M. The stake represents 0.59% of the portfolio and ranks #41 among its holdings. This is a return to the name: Oliver Lagore Vanvalin Investment Group previously reported a position in CVX as recently as Q4 2024.

Oliver Lagore Vanvalin Investment Group first reported a position in CVX in Q1 2022 and has held it in 13 quarters since. The position peaked at $1.85M in Q3 2024. 3,698 funds tracked by Wall St. Rank hold CVX as of Q2 2025.

Oliver Lagore Vanvalin Investment Group held 8,992 shares of Chevron worth $1.5M as of Q2 2025.
Chevron was a new Oliver Lagore Vanvalin Investment Group position in Q2 2025.
Chevron made up 0.59% of Oliver Lagore Vanvalin Investment Group's portfolio in Q2 2025, its #41 holding.
Oliver Lagore Vanvalin Investment Group first reported a position in Chevron in Q1 2022 and has held it in 13 quarters since.
Oliver Lagore Vanvalin Investment Group's Chevron position peaked at $1.85M in Q3 2024.
3,698 funds tracked by Wall St. Rank held Chevron as of Q2 2025.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q2 2025, filed 10 Jul 2025.