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
Q2 		$44.1K Hold
266
– – 0.02% 116
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

JDM Financial Group's CVX Position: Q2 2026 in Review

JDM Financial Group held its Chevron (CVX) position steady in Q2 2026 at 266 shares worth $44.1K. The position accounts for 0.02% of the portfolio, ranked #116.

JDM Financial Group first reported a position in CVX in Q4 2022 and has held it in 15 quarters since. The position peaked at $55K in Q1 2026. 4,123 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • JDM Financial Group held 266 shares of Chevron worth $44.1K as of Q2 2026.
  • JDM Financial Group left its Chevron share count unchanged in Q2 2026.
  • Chevron made up 0.02% of JDM Financial Group's portfolio in Q2 2026, its #116 holding.
  • JDM Financial Group first reported a position in Chevron in Q4 2022 and has held it in 15 quarters since.
  • JDM Financial Group's Chevron position peaked at $55K in Q1 2026.
  • 4,123 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on JDM Financial Group's 13F filing for Q2 2026, filed 18 Aug 2026.