White Lighthouse Investment Management’s Chevron CVX Stock Holding History

White Lighthouse Investment 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	$235K	Sell	1,419 -156	-10%	-$29K	0.03%	142
2026 Q1	$326K	Sell	1,575 -99	-6%	-$18.1K	0.05%	121
2025 Q4	$255K	Buy	1,674 +32	+2%	+$4.87K	0.04%	132
2025 Q3	$255K	Sell	1,642 -19	-1%	-$2.94K	0.04%	129
2025 Q2	$238K	Buy	1,661 +46	+3%	+$6.49K	0.04%	129
2025 Q1	$270K	Buy	1,615 +11	+0.7%	+$1.72K	0.05%	117
2024 Q4	$232K	Buy	1,604 +90	+6%	+$13.8K	0.04%	126
2024 Q3	$223K	Buy	+1,514	New	+$225K	0.04%	125

Other funds holding CVX

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

AACR

ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return

White Lighthouse Investment Management's CVX Position: Q2 2026 in Review

White Lighthouse Investment Management reduced its Chevron (CVX) stake by 9.9% in Q2 2026, selling an estimated $29K and leaving 1,419 shares worth $235K. The position accounts for 0.03% of the portfolio, ranked #142.

White Lighthouse Investment Management first reported a position in CVX in Q3 2024 and has held it in 8 quarters since. The position peaked at $326K in Q1 2026. 2,433 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

White Lighthouse Investment Management held 1,419 shares of Chevron worth $235K as of Q2 2026.
White Lighthouse Investment Management sold 156 Chevron shares in Q2 2026, an estimated $29K.
Chevron made up 0.03% of White Lighthouse Investment Management's portfolio in Q2 2026, its #142 holding.
White Lighthouse Investment Management first reported a position in Chevron in Q3 2024 and has held it in 8 quarters since.
White Lighthouse Investment Management's Chevron position peaked at $326K in Q1 2026.
2,433 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on White Lighthouse Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.