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RD Lewis Holdings’s Chevron CVX Stock Holding History

RD Lewis Holdings’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 		$2.57M Buy
13,140
+1,795
+16% +$334K 1.9% 20
2026
Q1 		$2.16M Sell
11,345
-25
-0.2% -$4.56K 1.87% 21
2025
Q4 		$2.02M Buy
11,370
+790
+7% +$120K 1.73% 24
2025
Q3 		$1.62M Buy
10,580
+930
+10% +$144K 1.52% 28
2025
Q2 		$1.48M Buy
9,650
+560
+6% +$78.9K 1.49% 29
2025
Q1 		$1.26M Buy
9,090
+751
+9% +$118K 1.43% 26
2024
Q4 		$1.27M Buy
+8,339
New +$1.28M 1.4% 25

Other funds holding CVX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

RD Lewis Holdings's CVX Position: Q2 2026 in Review

RD Lewis Holdings increased its Chevron (CVX) stake by 16% in Q2 2026, buying an estimated $334K and bringing the position to 13,140 shares worth $2.57M. The position accounts for 1.9% of the portfolio, ranked #20.

RD Lewis Holdings first reported a position in CVX in Q4 2024 and has held it in 7 quarters since. 4,130 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • RD Lewis Holdings held 13,140 shares of Chevron worth $2.57M as of Q2 2026.
  • RD Lewis Holdings bought 1,795 Chevron shares in Q2 2026, an estimated $334K.
  • Chevron made up 1.9% of RD Lewis Holdings's portfolio in Q2 2026, its #20 holding.
  • RD Lewis Holdings first reported a position in Chevron in Q4 2024 and has held it in 7 quarters since.
  • 4,130 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on RD Lewis Holdings's 13F filing for Q2 2026, filed 12 Aug 2026.