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Jaffetilchin Investment Partners’s Chevron CVX Stock Holding History

Jaffetilchin Investment Partners’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 		$2.24M Buy
10,806
+539
+5% +$98.3K 0.13% 122
2025
Q4 		$1.56M Sell
10,267
-147
-1% -$22.4K 0.09% 140
2025
Q3 		$1.62M Sell
10,414
-123
-1% -$19K 0.1% 139
2025
Q2 		$1.51M Sell
10,537
-1,935
-16% -$273K 0.1% 138
2025
Q1 		$2.09M Buy
12,472
+1,414
+13% +$221K 0.15% 110
2024
Q4 		$1.6M Buy
11,058
+4,734
+75% +$725K 0.12% 122
2024
Q3 		$931K Buy
6,324
+547
+9% +$81.4K 0.07% 158
2024
Q2 		$904K Buy
5,777
+68
+1% +$10.8K 0.08% 148
2024
Q1 		$901K Sell
5,709
-468
-8% -$70.6K 0.08% 147
2023
Q4 		$921K Buy
6,177
+471
+8% +$71.2K 0.09% 139
2023
Q3 		$962K Sell
5,706
-1,584
-22% -$256K 0.11% 122
2023
Q2 		$1.15M Sell
7,290
-448
-6% -$71.8K 0.12% 112
2023
Q1 		$1.26M Buy
7,738
+310
+4% +$52K 0.14% 115
2022
Q4 		$1.33M Buy
7,428
+2,103
+39% +$367K 0.16% 106
2022
Q3 		$765K Buy
5,325
+180
+3% +$27.5K 0.1% 132
2022
Q2 		$745K Sell
5,145
-2,996
-37% -$495K 0.09% 152
2022
Q1 		$1.34M Buy
8,141
+117
+1% +$16.8K 0.16% 90
2021
Q4 		$942K Buy
8,024
+672
+9% +$76.3K 0.09% 144
2021
Q3 		$746K Sell
7,352
-6,858
-48% -$684K 0.08% 159
2021
Q2 		$1.49M Buy
14,210
+3,838
+37% +$405K 0.1% 139
2021
Q1 		$1.09M Buy
10,372
+4,914
+90% +$480K 0.13% 124
2020
Q4 		$461K Sell
5,458
-102
-2% -$8.26K 0.07% 171
2020
Q3 		$400K Buy
5,560
+61
+1% +$5.13K 0.07% 158
2020
Q2 		$491K Sell
5,499
-1,063
-16% -$95.2K 0.11% 114
2020
Q1 		$475K Buy
6,562
+270
+4% +$26.7K 0.17% 82
2019
Q4 		$758K Buy
6,292
+456
+8% +$53.7K 0.16% 91
2019
Q3 		$692K Sell
5,836
-292
-5% -$35.5K 0.17% 87
2019
Q2 		$763K Sell
6,128
-2,089
-25% -$253K 0.18% 89
2019
Q1 		$1.01M Buy
8,217
+1,576
+24% +$186K 0.22% 71
2018
Q4 		$722K Buy
6,641
+91
+1% +$10.5K 0.18% 83
2018
Q3 		$801K Sell
6,550
-4,412
-40% -$535K 0.17% 100
2018
Q2 		$1.39M Buy
10,962
+3,149
+40% +$391K 0.31% 54
2018
Q1 		$891K Sell
7,813
-3,207
-29% -$383K 0.2% 80
2017
Q4 		$1.38M Buy
11,020
+4,009
+57% +$475K 0.46% 43
2017
Q3 		$824K Buy
7,011
+1,825
+35% +$199K 0.19% 93
2017
Q2 		$541K Sell
5,186
-2,321
-31% -$246K 0.18% 96
2017
Q1 		$806K Sell
7,507
-2,237
-23% -$251K 0.2% 78
2016
Q4 		$1.15M Buy
9,744
+2,257
+30% +$246K 0.34% 47
2016
Q3 		$771K Buy
7,487
+1,312
+21% +$134K 0.25% 59
2016
Q2 		$647K Sell
6,175
-568
-8% -$57.1K 0.2% 82
2016
Q1 		$643K Buy
6,743
+604
+10% +$52.8K 0.2% 57
2015
Q4 		$552K Buy
6,139
+300
+5% +$27.1K 0.18% 87
2015
Q3 		$461K Buy
5,839
+603
+12% +$50.8K 0.17% 97
2015
Q2 		$505K Buy
5,236
+689
+15% +$72.3K 0.15% 106
2015
Q1 		$477K Buy
4,547
+310
+7% +$33.1K 0.14% 109
2014
Q4 		$475K Buy
4,237
+1
+0% +$114 0.16% 94
2014
Q3 		$505K Buy
4,236
+17
+0.4% +$2.17K 0.19% 73
2014
Q2 		$551K Hold
4,219
– – 0.2% 80
2014
Q1 		$502K Sell
4,219
-19
-0.4% -$2.21K 0.2% 83
2013
Q4 		$529K Sell
4,238
-103
-2% -$12.4K 0.26% 83
2013
Q3 		$527K Buy
4,341
+1
+0% +$123 0.31% 78
2013
Q2 		$514K Buy
+4,340
New +$525K 0.36% 72

Other funds holding CVX

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Geode Capital Management
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Jaffetilchin Investment Partners's CVX Position: Q1 2026 in Review

Jaffetilchin Investment Partners increased its Chevron (CVX) stake by 5.2% in Q1 2026, buying an estimated $98.3K and bringing the position to 10,806 shares worth $2.24M. The position accounts for 0.13% of the portfolio, ranked #122.

Jaffetilchin Investment Partners first reported a position in CVX in Q2 2013 and has held it in 52 quarters since. 4,270 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Jaffetilchin Investment Partners held 10,806 shares of Chevron worth $2.24M as of Q1 2026.
  • Jaffetilchin Investment Partners bought 539 Chevron shares in Q1 2026, an estimated $98.3K.
  • Chevron made up 0.13% of Jaffetilchin Investment Partners's portfolio in Q1 2026, its #122 holding.
  • Jaffetilchin Investment Partners first reported a position in Chevron in Q2 2013 and has held it in 52 quarters since.
  • 4,270 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Jaffetilchin Investment Partners's 13F filing for Q1 2026, filed 13 May 2026.