J. Safra Asset Management’s Chevron CVX Stock Holding History

J. Safra Asset 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	$1.47M	Buy	8,877 +1,828	+26%	+$340K	0.07%	85
2026 Q1	$1.46M	Buy	7,049 +21	+0.3%	+$3.83K	0.08%	69
2025 Q4	$1.07M	Buy	7,028 +3,211	+84%	+$489K	0.06%	92
2025 Q3	$593K	Sell	3,817 -28	-0.7%	-$4.34K	0.04%	106
2025 Q2	$551K	Buy	3,845 +239	+7%	+$33.7K	0.04%	89
2025 Q1	$603K	Buy	3,606 +1,182	+49%	+$185K	0.05%	68
2024 Q4	$347K	Buy	2,424 +1,069	+79%	+$164K	0.03%	79
2024 Q3	$197K	Buy	1,355 +311	+30%	+$46.3K	0.02%	74
2024 Q2	$163K	Buy	1,044 +686	+192%	+$109K	0.02%	68
2024 Q1	$56.5K	Sell	358 -509	-59%	-$76.8K	0.01%	81
2023 Q4	$129K	Sell	867 -177	-17%	-$26.8K	0.02%	59
2023 Q3	$176K	Hold	1,044	–	–	0.03%	46
2023 Q2	$164K	Hold	1,044	–	–	0.02%	54
2023 Q1	$170K	Buy	+1,044	New	+$175K	0.03%	53
2022 Q3	–	Sell	-95	Closed	–	–	48
2022 Q2	$0	Sell	95 -106	-53%	-$17.5K	﹤0.01%	53
2022 Q1	$1K	Buy	+201	New	+$28.8K	0.02%	36
2016 Q4	–	Sell	-695	Closed	-$72K	–	58
2016 Q3	$72K	Hold	695	–	–	0.13%	43
2016 Q2	$73K	Buy	+695	New	+$69.9K	0.12%	77
2016 Q1	–	Sell	-3,907	Closed	-$351K	–	105
2015 Q4	$351K	Buy	+3,907	New	+$352K	0.27%	81

Other funds holding CVX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 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

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

J. Safra Asset Management's CVX Position: Q2 2026 in Review

J. Safra Asset Management increased its Chevron (CVX) stake by 26% in Q2 2026, buying an estimated $340K and bringing the position to 8,877 shares worth $1.47M. The position accounts for 0.07% of the portfolio, ranked #85.

J. Safra Asset Management first reported a position in CVX in Q4 2015 and has held it in 19 quarters since. 2,687 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

J. Safra Asset Management held 8,877 shares of Chevron worth $1.47M as of Q2 2026.
J. Safra Asset Management bought 1,828 Chevron shares in Q2 2026, an estimated $340K.
Chevron made up 0.07% of J. Safra Asset Management's portfolio in Q2 2026, its #85 holding.
J. Safra Asset Management first reported a position in Chevron in Q4 2015 and has held it in 19 quarters since.
2,687 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on J. Safra Asset Management's 13F filing for Q2 2026, filed 6 Aug 2026.