JCIC Asset Management’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $28.3K | Hold |
137
| – | – | 0.01% | 92 |
|
|
2026
Q1 | $28.3K | Hold |
137
| – | – | 0.01% | 92 |
|
|
2025
Q4 | $20.9K | Hold |
137
| – | – | 0.01% | 92 |
|
|
2025
Q3 | $21.3K | Buy |
+137
| New | +$21.2K | 0.01% | 93 |
|
|
2025
Q1 | $836 | Hold |
5
| – | – | ﹤0.01% | 153 |
|
|
2024
Q4 | $724 | Buy |
+5
| New | +$765 | ﹤0.01% | 127 |
|
|
2022
Q2 | – | Sell |
-2
| Closed | – | – | 122 |
|
|
2022
Q1 | $0 | Hold |
2
| – | – | ﹤0.01% | 127 |
|
|
2021
Q4 | $0 | Hold |
2
| – | – | ﹤0.01% | 128 |
|
|
2021
Q3 | $0 | Hold |
2
| – | – | ﹤0.01% | 123 |
|
|
2021
Q2 | $0 | Hold |
2
| – | – | ﹤0.01% | 125 |
|
|
2021
Q1 | $0 | Hold |
2
| – | – | ﹤0.01% | 127 |
|
|
2020
Q4 | $0 | Buy |
+2
| New | +$162 | ﹤0.01% | 118 |
|
|
2020
Q1 | – | Sell |
-154
| Closed | -$19K | – | 106 |
|
|
2019
Q4 | $19K | Hold |
154
| – | – | 0.01% | 84 |
|
|
2019
Q3 | $18K | Hold |
154
| – | – | 0.01% | 82 |
|
|
2019
Q2 | $19K | Hold |
154
| – | – | 0.01% | 80 |
|
|
2019
Q1 | $19K | Hold |
154
| – | – | 0.01% | 80 |
|
|
2018
Q4 | $17K | Hold |
154
| – | – | 0.01% | 78 |
|
|
2018
Q3 | $19K | Buy |
154
+130
| +542% | +$15.8K | 0.01% | 80 |
|
|
2018
Q2 | $3K | Hold |
24
| – | – | ﹤0.01% | 109 |
|
|
2018
Q1 | $3K | Buy |
+24
| New | +$2.87K | ﹤0.01% | 108 |
|
|
2016
Q2 | – | Sell |
-1,819
| Closed | -$174K | – | 67 |
|
|
2016
Q1 | $174K | Hold |
1,819
| – | – | 0.05% | 37 |
|
|
2015
Q4 | $164K | Hold |
1,819
| – | – | 0.05% | 36 |
|
|
2015
Q3 | $143K | Hold |
1,819
| – | – | 0.04% | 40 |
|
|
2015
Q2 | $175K | Hold |
1,819
| – | – | 0.03% | 42 |
|
|
2015
Q1 | $191K | Buy |
1,819
+244
| +15% | +$26K | 0.03% | 41 |
|
|
2014
Q4 | $177K | Sell |
1,575
-150
| -9% | -$17K | 0.04% | 38 |
|
|
2014
Q3 | $206K | Hold |
1,725
| – | – | 0.04% | 35 |
|
|
2014
Q2 | $225K | Buy |
1,725
+250
| +17% | +$31.1K | 0.04% | 38 |
|
|
2014
Q1 | $175K | Sell |
1,475
-300
| -17% | -$34.9K | 0.03% | 36 |
|
|
2013
Q4 | $222K | Hold |
1,775
| – | – | 0.04% | 36 |
|
|
2013
Q3 | $216K | Hold |
1,775
| – | – | 0.04% | 42 |
|
|
2013
Q2 | $210K | Buy |
+1,775
| New | +$215K | 0.04% | 42 |
|
Other funds holding CVX
AACR
JCIC Asset Management's CVX Position: Q2 2026 in Review
JCIC Asset Management held its Chevron (CVX) position steady in Q2 2026 at 137 shares worth $28.3K. The position accounts for 0.01% of the portfolio, ranked #92.
JCIC Asset Management first reported a position in CVX in Q2 2013 and has held it in 32 quarters since. The position peaked at $225K in Q2 2014. 2,274 funds tracked by Wall St. Rank hold CVX as of Q2 2026.
- JCIC Asset Management held 137 shares of Chevron worth $28.3K as of Q2 2026.
- JCIC Asset Management left its Chevron share count unchanged in Q2 2026.
- Chevron made up 0.01% of JCIC Asset Management's portfolio in Q2 2026, its #92 holding.
- JCIC Asset Management first reported a position in Chevron in Q2 2013 and has held it in 32 quarters since.
- JCIC Asset Management's Chevron position peaked at $225K in Q2 2014.
- 2,274 funds tracked by Wall St. Rank held Chevron as of Q2 2026.
Based on JCIC Asset Management's 13F filing for Q2 2026, filed 17 Jul 2026.