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James J. Burns & Company’s Chevron CVX Stock Holding History

James J. Burns & Company’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 		$344K Sell
2,078
-50
-2% -$9.31K 0.04% 124
2026
Q1 		$440K Buy
2,128
+51
+2% +$9.3K 0.06% 99
2025
Q4 		$317K Hold
2,077
– – 0.04% 125
2025
Q3 		$323K Sell
2,077
-59
-3% -$9.14K 0.05% 122
2025
Q2 		$306K Buy
2,136
+37
+2% +$5.22K 0.05% 125
2025
Q1 		$351K Buy
2,099
+40
+2% +$6.26K 0.06% 105
2024
Q4 		$299K Sell
2,059
-15
-0.7% -$2.3K 0.05% 117
2024
Q3 		$306K Buy
2,074
+77
+4% +$11.5K 0.06% 107
2024
Q2 		$312K Buy
1,997
+95
+5% +$15.1K 0.06% 96
2024
Q1 		$304K Sell
1,902
-12
-0.6% -$1.81K 0.11% 68
2023
Q4 		$286K Buy
+1,914
New +$289K 0.07% 97

Other funds holding CVX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

James J. Burns & Company's CVX Position: Q2 2026 in Review

James J. Burns & Company reduced its Chevron (CVX) stake by 2.3% in Q2 2026, selling an estimated $9.31K and leaving 2,078 shares worth $344K. The position accounts for 0.04% of the portfolio, ranked #124.

James J. Burns & Company first reported a position in CVX in Q4 2023 and has held it in 11 quarters since. The position peaked at $440K in Q1 2026. 4,141 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • James J. Burns & Company held 2,078 shares of Chevron worth $344K as of Q2 2026.
  • James J. Burns & Company sold 50 Chevron shares in Q2 2026, an estimated $9.31K.
  • Chevron made up 0.04% of James J. Burns & Company's portfolio in Q2 2026, its #124 holding.
  • James J. Burns & Company first reported a position in Chevron in Q4 2023 and has held it in 11 quarters since.
  • James J. Burns & Company's Chevron position peaked at $440K in Q1 2026.
  • 4,141 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on James J. Burns & Company's 13F filing for Q2 2026, filed 6 Aug 2026.