4J Wealth Management’s Chevron CVX Stock Holding History

4J Wealth 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	$261K	Buy	1,577 +15	+1%	+$2.79K	0.13%	92
2026 Q1	$323K	Hold	1,562	–	–	0.18%	76
2025 Q4	$238K	Hold	1,562	–	–	0.14%	91
2025 Q3	$243K	Hold	1,562	–	–	0.14%	87
2025 Q2	$224K	Hold	1,562	–	–	0.15%	89
2025 Q1	$261K	Hold	1,562	–	–	0.21%	77
2024 Q4	$226K	Hold	1,562	–	–	0.18%	78
2024 Q3	$230K	Hold	1,562	–	–	0.18%	81
2024 Q2	$244K	Buy	1,562 +100	+7%	+$15.9K	0.2%	77
2024 Q1	$231K	Hold	1,462	–	–	0.2%	83
2023 Q4	$218K	Hold	1,462	–	–	0.2%	80
2023 Q3	$247K	Hold	1,462	–	–	0.25%	71
2023 Q2	$230K	Hold	1,462	–	–	0.22%	77
2023 Q1	$239K	Buy	1,462 +10	+0.7%	+$1.68K	0.26%	67
2022 Q4	$261K	Hold	1,452	–	–	0.3%	64
2022 Q3	$209K	Hold	1,452	–	–	0.27%	67
2022 Q2	$210K	Hold	1,452	–	–	0.26%	61
2022 Q1	$236K	Buy	+1,452	New	+$208K	0.21%	66

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 22.94% 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

4J Wealth Management's CVX Position: Q2 2026 in Review

4J Wealth Management increased its Chevron (CVX) stake by 0.96% in Q2 2026, buying an estimated $2.79K and bringing the position to 1,577 shares worth $261K. The position accounts for 0.13% of the portfolio, ranked #92.

4J Wealth Management first reported a position in CVX in Q1 2022 and has held it in 18 quarters since. The position peaked at $323K in Q1 2026. 2,430 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

4J Wealth Management held 1,577 shares of Chevron worth $261K as of Q2 2026.
4J Wealth Management bought 15 Chevron shares in Q2 2026, an estimated $2.79K.
Chevron made up 0.13% of 4J Wealth Management's portfolio in Q2 2026, its #92 holding.
4J Wealth Management first reported a position in Chevron in Q1 2022 and has held it in 18 quarters since.
4J Wealth Management's Chevron position peaked at $323K in Q1 2026.
2,430 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on 4J Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.