JFG
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JDM Financial Group’s Chevron CVX Stock Holding History

JDM Financial Group’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 		$55K Hold
266
– – 0.02% 103
2025
Q4 		$40.5K Hold
266
– – 0.02% 110
2025
Q3 		$41.3K Hold
266
– – 0.02% 104
2025
Q2 		$38.1K Hold
266
– – 0.02% 101
2025
Q1 		$44.5K Hold
266
– – 0.02% 93
2024
Q4 		$38.5K Sell
266
-97
-27% -$14.8K 0.02% 96
2024
Q3 		$53.5K Buy
363
+116
+47% +$17.3K 0.03% 82
2024
Q2 		$38.6K Buy
247
+15
+6% +$2.39K 0.03% 90
2024
Q1 		$36.6K Hold
232
– – 0.03% 84
2023
Q4 		$34.6K Hold
232
– – 0.03% 82
2023
Q3 		$39.1K Hold
232
– – 0.04% 76
2023
Q2 		$36.5K Hold
232
– – 0.03% 80
2023
Q1 		$37.9K Hold
232
– – 0.03% 78
2022
Q4 		$41.6K Buy
+232
New +$40.5K 0.04% 73

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 $295B AUM 31.6% 1-Year Est. Return

JDM Financial Group's CVX Position: Q1 2026 in Review

JDM Financial Group held its Chevron (CVX) position steady in Q1 2026 at 266 shares worth $55K. The position accounts for 0.02% of the portfolio, ranked #103.

JDM Financial Group first reported a position in CVX in Q4 2022 and has held it in 14 quarters since. 4,265 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • JDM Financial Group held 266 shares of Chevron worth $55K as of Q1 2026.
  • JDM Financial Group left its Chevron share count unchanged in Q1 2026.
  • Chevron made up 0.02% of JDM Financial Group's portfolio in Q1 2026, its #103 holding.
  • JDM Financial Group first reported a position in Chevron in Q4 2022 and has held it in 14 quarters since.
  • 4,265 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on JDM Financial Group's 13F filing for Q1 2026, filed 21 May 2026.