Jacobsen Capital Management’s Chevron CVX Stock Holding History

Jacobsen Capital 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	$540K	Buy	2,612 +88	+3%	+$16K	0.18%	54
2025 Q4	$385K	Buy	2,524 +58	+2%	+$8.83K	0.13%	67
2025 Q3	$383K	Buy	+2,466	New	+$382K	0.13%	66
2025 Q2	–	Sell	-1,881	Closed	-$315K	–	118
2025 Q1	$315K	Buy	1,881 +293	+18%	+$45.9K	0.14%	65
2024 Q4	$230K	Sell	1,588 -290	-15%	-$44.4K	0.1%	83
2024 Q3	$277K	Sell	1,878 -161	-8%	-$24K	0.12%	73
2024 Q2	$319K	Buy	2,039 +177	+10%	+$28.2K	0.14%	57
2024 Q1	$294K	Buy	1,862 +500	+37%	+$75.5K	0.14%	62
2023 Q4	$203K	Sell	1,362 -351	-20%	-$53.1K	0.1%	83
2023 Q3	$289K	Buy	+1,713	New	+$277K	0.16%	58
2023 Q2	–	Sell	-1,991	Closed	-$325K	–	72
2023 Q1	$325K	Buy	+1,991	New	+$334K	0.17%	55
2022 Q3	–	Sell	-3,968	Closed	-$574K	–	50
2022 Q2	$574K	Hold	3,968	–	–	0.31%	43
2022 Q1	$646K	Hold	3,968	–	–	0.3%	42
2021 Q4	$466K	Hold	3,968	–	–	0.22%	46
2021 Q3	$403K	Hold	3,968	–	–	0.2%	47
2021 Q2	$416K	Hold	3,968	–	–	0.21%	48
2021 Q1	$416K	Hold	3,968	–	–	0.23%	48
2020 Q4	$335K	Hold	3,968	–	–	0.2%	53
2020 Q3	$285K	Sell	3,968 -1,984	-33%	-$167K	0.2%	54
2020 Q2	$531K	Buy	+5,952	New	+$533K	0.41%	43
2019 Q4	$956K	Hold	7,936	–	–	0.96%	24
2019 Q3	$941K	Hold	7,936	–	–	0.91%	26
2019 Q2	$987K	Buy	+7,936	New	+$960K	0.98%	26

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

Jacobsen Capital Management's CVX Position: Q1 2026 in Review

Jacobsen Capital Management increased its Chevron (CVX) stake by 3.5% in Q1 2026, buying an estimated $16K and bringing the position to 2,612 shares worth $540K. The position accounts for 0.18% of the portfolio, ranked #54.

Jacobsen Capital Management first reported a position in CVX in Q2 2019 and has held it in 23 quarters since. The position peaked at $987K in Q2 2019. 4,266 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

Jacobsen Capital Management held 2,612 shares of Chevron worth $540K as of Q1 2026.
Jacobsen Capital Management bought 88 Chevron shares in Q1 2026, an estimated $16K.
Chevron made up 0.18% of Jacobsen Capital Management's portfolio in Q1 2026, its #54 holding.
Jacobsen Capital Management first reported a position in Chevron in Q2 2019 and has held it in 23 quarters since.
Jacobsen Capital Management's Chevron position peaked at $987K in Q2 2019.
4,266 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Jacobsen Capital Management's 13F filing for Q1 2026, filed 24 Apr 2026.