JCFM
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JBR Co Financial Management’s Chevron CVX Stock Holding History

JBR Co Financial 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 		$4.67M Sell
28,201
-712
-2% -$133K 1.71% 12
2026
Q1 		$4.41M Hold
28,913
– – 1.84% 11
2025
Q4 		$4.41M Sell
28,913
-514
-2% -$78.3K 1.84% 11
2025
Q3 		$4.57M Sell
29,427
-1,347
-4% -$209K 1.93% 9
2025
Q2 		$4.41M Buy
30,774
+109
+0.4% +$15.4K 2.18% 9
2025
Q1 		$5.13M Buy
30,665
+625
+2% +$97.8K 3% 7
2024
Q4 		$4.35M Sell
30,040
-31
-0.1% -$4.75K 2.65% 8
2024
Q3 		$4.43M Buy
30,071
+150
+0.5% +$22.3K 2.9% 6
2024
Q2 		$4.68M Sell
29,921
-145
-0.5% -$23.1K 3.29% 5
2024
Q1 		$4.74M Sell
30,066
-174
-0.6% -$26.3K 3.78% 4
2023
Q4 		$4.51M Buy
+30,240
New +$4.57M 4.24% 4

Other funds holding CVX

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
AACR
ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

JBR Co Financial Management's CVX Position: Q2 2026 in Review

JBR Co Financial Management reduced its Chevron (CVX) stake by 2.5% in Q2 2026, selling an estimated $133K and leaving 28,201 shares worth $4.67M. The position accounts for 1.71% of the portfolio, ranked #12.

JBR Co Financial Management first reported a position in CVX in Q4 2023 and has held it in 11 quarters since. The position peaked at $5.13M in Q1 2025. 1,909 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • JBR Co Financial Management held 28,201 shares of Chevron worth $4.67M as of Q2 2026.
  • JBR Co Financial Management sold 712 Chevron shares in Q2 2026, an estimated $133K.
  • Chevron made up 1.71% of JBR Co Financial Management's portfolio in Q2 2026, its #12 holding.
  • JBR Co Financial Management first reported a position in Chevron in Q4 2023 and has held it in 11 quarters since.
  • JBR Co Financial Management's Chevron position peaked at $5.13M in Q1 2025.
  • 1,909 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on JBR Co Financial Management's 13F filing for Q2 2026, filed 9 Jul 2026.