Jacksonville Wealth Management’s Chevron CVX Stock Holding History

Jacksonville 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 Q1	$263K	Buy	+1,270	New	+$232K	0.18%	59

Other funds holding CVX

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Jacksonville Wealth Management's CVX Position: Q1 2026 in Review

Jacksonville Wealth Management opened a new position in Chevron (CVX) in Q1 2026: 1,270 shares worth $263K. The stake represents 0.18% of the portfolio and ranks #59 among its holdings.

4,270 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

Jacksonville Wealth Management held 1,270 shares of Chevron worth $263K as of Q1 2026.
Chevron was a new Jacksonville Wealth Management position in Q1 2026.
Chevron made up 0.18% of Jacksonville Wealth Management's portfolio in Q1 2026, its #59 holding.
4,270 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Jacksonville Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.