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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
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

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 $336B AUM 34.66% 1-Year Est. Return

James J. Burns & Company's CVX Position: Q1 2026 in Review

James J. Burns & Company increased its Chevron (CVX) stake by 2.5% in Q1 2026, buying an estimated $9.3K and bringing the position to 2,128 shares worth $440K. The position accounts for 0.06% of the portfolio, ranked #99.

James J. Burns & Company first reported a position in CVX in Q4 2023 and has held it in 10 quarters since. 4,273 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • James J. Burns & Company held 2,128 shares of Chevron worth $440K as of Q1 2026.
  • James J. Burns & Company bought 51 Chevron shares in Q1 2026, an estimated $9.3K.
  • Chevron made up 0.06% of James J. Burns & Company's portfolio in Q1 2026, its #99 holding.
  • James J. Burns & Company first reported a position in Chevron in Q4 2023 and has held it in 10 quarters since.
  • 4,273 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on James J. Burns & Company's 13F filing for Q1 2026, filed 17 Apr 2026.