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CJM Wealth Advisers’s Chevron CVX Stock Holding History

CJM Wealth Advisers’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 		$519K Buy
3,133
+6
+0.2% +$1.12K 0.14% 47
2026
Q1 		$647K Buy
3,127
+237
+8% +$43.2K 0.2% 39
2025
Q4 		$440K Buy
2,890
+15
+0.5% +$2.29K 0.13% 51
2025
Q3 		$446K Buy
2,875
+12
+0.4% +$1.86K 0.14% 48
2025
Q2 		$410K Buy
2,863
+1
+0% +$141 0.14% 49
2025
Q1 		$479K Sell
2,862
-39
-1% -$6.11K 0.17% 43
2024
Q4 		$420K Buy
2,901
+140
+5% +$21.4K 0.14% 44
2024
Q3 		$407K Hold
2,761
– – 0.14% 42
2024
Q2 		$432K Buy
2,761
+1
+0% +$159 0.16% 39
2024
Q1 		$435K Sell
2,760
-678
-20% -$102K 0.17% 40
2023
Q4 		$513K Buy
3,438
+23
+0.7% +$3.48K 0.23% 36
2023
Q3 		$576K Sell
3,415
-308
-8% -$49.7K 0.28% 32
2023
Q2 		$586K Sell
3,723
-1,257
-25% -$202K 0.3% 32
2023
Q1 		$812K Sell
4,980
-484
-9% -$81.1K 0.46% 22
2022
Q4 		$981K Sell
5,464
-1,302
-19% -$227K 0.6% 22
2022
Q3 		$972K Sell
6,766
-674
-9% -$103K 0.69% 19
2022
Q2 		$1.08M Sell
7,440
-997
-12% -$165K 0.75% 19
2022
Q1 		$1.37M Buy
8,437
+385
+5% +$55.2K 0.94% 17
2021
Q4 		$945K Buy
+8,052
New +$915K 0.67% 22

Other funds holding CVX

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
HighTower Advisors
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

CJM Wealth Advisers's CVX Position: Q2 2026 in Review

CJM Wealth Advisers increased its Chevron (CVX) stake by 0.19% in Q2 2026, buying an estimated $1.12K and bringing the position to 3,133 shares worth $519K. The position accounts for 0.14% of the portfolio, ranked #47.

CJM Wealth Advisers first reported a position in CVX in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.37M in Q1 2022. 2,585 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • CJM Wealth Advisers held 3,133 shares of Chevron worth $519K as of Q2 2026.
  • CJM Wealth Advisers bought 6 Chevron shares in Q2 2026, an estimated $1.12K.
  • Chevron made up 0.14% of CJM Wealth Advisers's portfolio in Q2 2026, its #47 holding.
  • CJM Wealth Advisers first reported a position in Chevron in Q4 2021 and has held it in 19 quarters since.
  • CJM Wealth Advisers's Chevron position peaked at $1.37M in Q1 2022.
  • 2,585 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on CJM Wealth Advisers's 13F filing for Q2 2026, filed 17 Jul 2026.