Lgt Financial Advisors LLC / CVX
Lgt Financial Advisors LLC’s Chevron Corporation Position
Does Lgt Financial Advisors LLC own Chevron Corporation (CVX)? Yes — 5.1K shares worth $1M (+5.43% of its 13F portfolio) as of Q1 2026, down from 6.1K shares the prior filed quarter.
Position Value
$1M
Q1 2026
Shares
5.1K
% of Portfolio
+5.43%
Quarters Held
14
currently held
Position History CVX
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 5.1K | $1M | +5.43% |
| Q4 2025 | 6.1K | $936,819 | +5.74% |
| Q3 2025 | 6.5K | $1M | +2.19% |
| Q2 2025 | 6.5K | $937,120 | +2.38% |
| Q1 2025 | 6.0K | $1M | +3.06% |
| Q4 2024 | 7.9K | $1M | +2.54% |
| Q3 2024 | 6.0K | $876,334 | +2.16% |
| Q2 2024 | 6.1K | $960,748 | +2.03% |
| Q1 2024 | 12.8K | $2M | +2.35% |
| Q4 2023 | 12.8K | $2M | +2.33% |
| Q3 2023 | 13.2K | $2M | +2.84% |
| Q2 2023 | 19.9K | $3M | +3.33% |
| Q1 2023 | 15.7K | $3M | +4.76% |
| Q4 2022 | 13.2K | $2M | +2.78% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Lgt Financial Advisors LLC’s full portfolio or all institutional holders of CVX.