JPWM
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Jamison Private Wealth Management’s Chevron CVX Stock Holding History

Jamison Private 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
Q3 		$13.4M Buy
65,571
+1,614
+3% +$318K 1.36% 19
2026
Q2 		$10.6M Buy
63,957
+5,524
+9% +$1.03M 1.07% 30
2026
Q1 		$12.1M Buy
58,433
+1,055
+2% +$192K 1.47% 19
2025
Q4 		$8.75M Buy
57,378
+1,828
+3% +$278K 1.06% 34
2025
Q3 		$8.63M Buy
55,550
+3,552
+7% +$550K 1.09% 32
2025
Q2 		$7.45M Buy
51,998
+602
+1% +$84.9K 1.07% 31
2025
Q1 		$8.6M Buy
51,396
+2,985
+6% +$467K 1.31% 26
2024
Q4 		$7.01M Buy
48,411
+9,342
+24% +$1.43M 1.04% 32
2024
Q3 		$5.75M Buy
39,069
+2,514
+7% +$374K 0.88% 38
2024
Q2 		$5.72M Buy
36,555
+6,399
+21% +$1.02M 0.95% 35
2024
Q1 		$4.76M Buy
30,156
+1,648
+6% +$249K 0.8% 39
2023
Q4 		$4.25M Buy
28,508
+367
+1% +$55.5K 0.8% 45
2023
Q3 		$4.75M Buy
+28,141
New +$4.55M 0.98% 34

Other funds holding CVX

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

Jamison Private Wealth Management's CVX Position: Q3 2026 in Review

Jamison Private Wealth Management increased its Chevron (CVX) stake by 2.5% in Q3 2026, buying an estimated $318K and bringing the position to 65,571 shares worth $13.4M. The position accounts for 1.36% of the portfolio, ranked #19.

Jamison Private Wealth Management first reported a position in CVX in Q3 2023 and has held it in 13 quarters since. 484 funds tracked by Wall St. Rank hold CVX as of Q3 2026.

  • Jamison Private Wealth Management held 65,571 shares of Chevron worth $13.4M as of Q3 2026.
  • Jamison Private Wealth Management bought 1,614 Chevron shares in Q3 2026, an estimated $318K.
  • Chevron made up 1.36% of Jamison Private Wealth Management's portfolio in Q3 2026, its #19 holding.
  • Jamison Private Wealth Management first reported a position in Chevron in Q3 2023 and has held it in 13 quarters since.
  • 484 funds tracked by Wall St. Rank held Chevron as of Q3 2026.

Based on Jamison Private Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.