Gilliland Jeter Wealth Management’s Chevron CVX Stock Holding History

Gilliland Jeter 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	$4.11M	Buy	24,803 +1	+0%	+$186	1.08%	18
2026 Q1	$5.13M	Sell	24,802 -699	-3%	-$127K	1.52%	13
2025 Q4	$3.89M	Buy	25,501 +273	+1%	+$41.6K	1.17%	18
2025 Q3	$3.92M	Sell	25,228 -179	-0.7%	-$27.7K	1.21%	16
2025 Q2	$3.64M	Buy	25,407 +2	+0%	+$282	1.18%	19
2025 Q1	$4.25M	Buy	25,405 +15	+0.1%	+$2.35K	1.5%	11
2024 Q4	$3.68M	Sell	25,390 -697	-3%	-$107K	1.24%	16
2024 Q3	$3.84M	Buy	26,087 +746	+3%	+$111K	1.24%	15
2024 Q2	$3.96M	Buy	25,341 +459	+2%	+$73.2K	1.34%	14
2024 Q1	$3.92M	Buy	24,882 +4,048	+19%	+$611K	1.37%	14
2023 Q4	$3.11M	Buy	+20,834	New	+$3.15M	1.29%	17

Other funds holding CVX

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

Bank of New York Mellon New York $609B AUM 40.19% 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

Gilliland Jeter Wealth Management's CVX Position: Q2 2026 in Review

Gilliland Jeter Wealth Management increased its Chevron (CVX) stake by 0% in Q2 2026, buying an estimated $186 and bringing the position to 24,803 shares worth $4.11M. The position accounts for 1.08% of the portfolio, ranked #18.

Gilliland Jeter Wealth Management first reported a position in CVX in Q4 2023 and has held it in 11 quarters since. The position peaked at $5.13M in Q1 2026. 2,511 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

Gilliland Jeter Wealth Management held 24,803 shares of Chevron worth $4.11M as of Q2 2026.
Gilliland Jeter Wealth Management bought 1 Chevron share in Q2 2026, an estimated $186.
Chevron made up 1.08% of Gilliland Jeter Wealth Management's portfolio in Q2 2026, its #18 holding.
Gilliland Jeter Wealth Management first reported a position in Chevron in Q4 2023 and has held it in 11 quarters since.
Gilliland Jeter Wealth Management's Chevron position peaked at $5.13M in Q1 2026.
2,511 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Gilliland Jeter Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.