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Glass Jacobson Investment Advisors’s Chevron CVX Stock Holding History

Glass Jacobson Investment Advisors’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 		$62.2K Sell
375
-3
-0.8% -$558 0.02% 302
2026
Q1 		$78.2K Buy
378
+3
+0.8% +$547 0.03% 271
2025
Q4 		$57.2K Hold
375
– – 0.02% 296
2025
Q3 		$58.2K Hold
375
– – 0.02% 286
2025
Q2 		$53.7K Sell
375
-3,949
-91% -$557K 0.02% 285
2025
Q1 		$626K Hold
4,324
– – 0.21% 120
2024
Q4 		$626K Buy
4,324
+52
+1% +$7.96K 0.21% 120
2024
Q3 		$629K Buy
4,272
+4
+0.1% +$595 0.21% 119
2024
Q2 		$668K Buy
4,268
+3
+0.1% +$478 0.24% 108
2024
Q1 		$673K Sell
4,265
-83
-2% -$12.5K 0.25% 104
2023
Q4 		$649K Sell
4,348
-315
-7% -$47.6K 0.26% 102
2023
Q3 		$786K Buy
4,663
+91
+2% +$14.7K 0.36% 85
2023
Q2 		$719K Buy
+4,572
New +$733K 0.33% 89
2022
Q4 		$824K Buy
+4,589
New +$801K 0.41% 74

Other funds holding CVX

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 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 22.94% 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
AACR
ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Glass Jacobson Investment Advisors's CVX Position: Q2 2026 in Review

Glass Jacobson Investment Advisors reduced its Chevron (CVX) stake by 0.79% in Q2 2026, selling an estimated $558 and leaving 375 shares worth $62.2K. The position accounts for 0.02% of the portfolio, ranked #302.

Glass Jacobson Investment Advisors first reported a position in CVX in Q4 2022 and has held it in 14 quarters since. The position peaked at $824K in Q4 2022. 2,333 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Glass Jacobson Investment Advisors held 375 shares of Chevron worth $62.2K as of Q2 2026.
  • Glass Jacobson Investment Advisors sold 3 Chevron shares in Q2 2026, an estimated $558.
  • Chevron made up 0.02% of Glass Jacobson Investment Advisors's portfolio in Q2 2026, its #302 holding.
  • Glass Jacobson Investment Advisors first reported a position in Chevron in Q4 2022 and has held it in 14 quarters since.
  • Glass Jacobson Investment Advisors's Chevron position peaked at $824K in Q4 2022.
  • 2,333 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Glass Jacobson Investment Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.