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 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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Jamison Private Wealth Management's CVX Position: Q2 2026 in Review

Jamison Private Wealth Management increased its Chevron (CVX) stake by 9.5% in Q2 2026, buying an estimated $1.03M and bringing the position to 63,957 shares worth $10.6M. The position accounts for 1.07% of the portfolio, ranked #30.

Jamison Private Wealth Management first reported a position in CVX in Q3 2023 and has held it in 12 quarters since. The position peaked at $12.1M in Q1 2026. 4,118 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

Jamison Private Wealth Management held 63,957 shares of Chevron worth $10.6M as of Q2 2026.
Jamison Private Wealth Management bought 5,524 Chevron shares in Q2 2026, an estimated $1.03M.
Chevron made up 1.07% of Jamison Private Wealth Management's portfolio in Q2 2026, its #30 holding.
Jamison Private Wealth Management first reported a position in Chevron in Q3 2023 and has held it in 12 quarters since.
Jamison Private Wealth Management's Chevron position peaked at $12.1M in Q1 2026.
4,118 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Jamison Private Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.