JGIA
CVX icon

Jackson Grant Investment Advisers’s Chevron CVX Stock Holding History

Jackson Grant Investment 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 		$715K Sell
4,316
-606
-12% -$113K 0.22% 68
2026
Q1 		$1.02M Buy
4,922
+21
+0.4% +$3.83K 0.34% 48
2025
Q4 		$747K Buy
4,901
+27
+0.6% +$4.11K 0.25% 62
2025
Q3 		$757K Buy
4,874
+427
+10% +$66.1K 0.25% 58
2025
Q2 		$637K Buy
4,447
+27
+0.6% +$3.81K 0.23% 59
2025
Q1 		$739K Sell
4,420
-136
-3% -$21.3K 0.29% 51
2024
Q4 		$660K Sell
4,556
-98
-2% -$15K 0.25% 55
2024
Q3 		$685K Buy
4,654
+28
+0.6% +$4.17K 0.26% 55
2024
Q2 		$724K Sell
4,626
-547
-11% -$87.2K 0.29% 55
2024
Q1 		$816K Buy
5,173
+31
+0.6% +$4.68K 0.33% 48
2023
Q4 		$767K Buy
5,142
+30
+0.6% +$4.54K 0.34% 48
2023
Q3 		$862K Buy
5,112
+25
+0.5% +$4.04K 0.42% 41
2023
Q2 		$800K Buy
5,087
+26
+0.5% +$4.17K 0.37% 45
2023
Q1 		$826K Buy
5,061
+359
+8% +$60.2K 0.39% 46
2022
Q4 		$844K Buy
4,702
+8
+0.2% +$1.4K 0.41% 44
2022
Q3 		$674K Buy
4,694
+8
+0.2% +$1.22K 0.35% 47
2022
Q2 		$678K Buy
4,686
+29
+0.6% +$4.79K 0.34% 49
2022
Q1 		$758K Buy
4,657
+8
+0.2% +$1.15K 0.32% 48
2021
Q4 		$546K Buy
4,649
+10
+0.2% +$1.14K 0.28% 52
2021
Q3 		$471K Sell
4,639
-82
-2% -$8.18K 0.21% 64
2021
Q2 		$494K Buy
4,721
+29
+0.6% +$3.06K 0.22% 59
2021
Q1 		$492K Buy
4,692
+1,859
+66% +$182K 0.23% 59
2020
Q4 		$239K Buy
2,833
+35
+1% +$2.83K 0.12% 83
2020
Q3 		$201K Buy
2,798
+40
+1% +$3.36K 0.12% 77
2020
Q2 		$246K Buy
2,758
+30
+1% +$2.69K 0.16% 71
2020
Q1 		$198K Buy
2,728
+1
+0% +$99 0.15% 73
2019
Q4 		$329K Sell
2,727
-45
-2% -$5.3K 0.18% 68
2019
Q3 		$329K Buy
2,772
+24
+0.9% +$2.92K 0.19% 64
2019
Q2 		$342K Buy
2,748
+23
+0.8% +$2.78K 0.2% 62
2019
Q1 		$336K Buy
2,725
+11
+0.4% +$1.3K 0.2% 58
2018
Q4 		$295K Sell
2,714
-554
-17% -$64.2K 0.21% 64
2018
Q3 		$400K Buy
3,268
+1,002
+44% +$122K 0.25% 53
2018
Q2 		$287K Sell
2,266
-995
-31% -$124K 0.2% 62
2018
Q1 		$372K Buy
3,261
+56
+2% +$6.69K 0.26% 51
2017
Q4 		$401K Sell
3,205
-1,108
-26% -$131K 0.27% 50
2017
Q3 		$507K Buy
4,313
+1,777
+70% +$194K 0.37% 41
2017
Q2 		$265K Sell
2,536
-281
-10% -$29.8K 0.21% 57
2017
Q1 		$302K Sell
2,817
-252
-8% -$28.3K 0.24% 49
2016
Q4 		$361K Buy
3,069
+622
+25% +$67.7K 0.31% 43
2016
Q3 		$252K Buy
2,447
+258
+12% +$26.3K 0.21% 53
2016
Q2 		$229K Buy
2,189
+23
+1% +$2.31K 0.2% 49
2016
Q1 		$207K Buy
2,166
+1,500
+225% +$131K 0.19% 56
2015
Q4 		$60K Buy
+666
New +$60.1K 0.06% 97

Other funds holding CVX

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Jackson Grant Investment Advisers's CVX Position: Q2 2026 in Review

Jackson Grant Investment Advisers reduced its Chevron (CVX) stake by 12% in Q2 2026, selling an estimated $113K and leaving 4,316 shares worth $715K. The position accounts for 0.22% of the portfolio, ranked #68.

Jackson Grant Investment Advisers first reported a position in CVX in Q4 2015 and has held it in 43 quarters since. The position peaked at $1.02M in Q1 2026. 2,002 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Jackson Grant Investment Advisers held 4,316 shares of Chevron worth $715K as of Q2 2026.
  • Jackson Grant Investment Advisers sold 606 Chevron shares in Q2 2026, an estimated $113K.
  • Chevron made up 0.22% of Jackson Grant Investment Advisers's portfolio in Q2 2026, its #68 holding.
  • Jackson Grant Investment Advisers first reported a position in Chevron in Q4 2015 and has held it in 43 quarters since.
  • Jackson Grant Investment Advisers's Chevron position peaked at $1.02M in Q1 2026.
  • 2,002 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Jackson Grant Investment Advisers's 13F filing for Q2 2026, filed 31 Jul 2026.