Jefferies Financial Group’s Chevron CVX Stock Holding History

Jefferies 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	–	Sell	-1,200	Closed	-$183K	–	1835
2025 Q4	$183K	Sell	1,200 -3,600	-75%	-$548K	﹤0.01%	1636
2025 Q3	$745K	Sell	4,800 -6,000	-56%	-$929K	﹤0.01%	965
2025 Q2	$1.55M	Buy	+10,800	New	+$1.52M	0.01%	599
2025 Q1	–	Sell	-84,200	Closed	-$12.2M	–	1686
2024 Q4	$12.2M	Buy	84,200 +24,000	+40%	+$3.67M	0.07%	191
2024 Q3	$8.87M	Buy	+60,200	New	+$8.96M	0.06%	195
2024 Q2	–	Sell	-279,000	Closed	-$44M	–	1498
2024 Q1	$44M	Sell	279,000 -61,900	-18%	-$9.34M	0.41%	33
2023 Q4	$50.8M	Sell	340,900 -41,400	-11%	-$6.26M	0.33%	43
2023 Q3	$64.5M	Buy	382,300 +182,300	+91%	+$29.4M	0.58%	24
2023 Q2	$31.5M	Hold	200,000	–	–	0.28%	58
2023 Q1	$32.6M	Hold	200,000	–	–	0.26%	63
2022 Q4	$35.9M	Buy	+200,000	New	+$34.9M	0.25%	66

Other funds holding CVX

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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

Jefferies Financial Group reduced its Chevron (CVX) stake by 88% in Q1 2026, selling an estimated $77.7M and leaving 60,153 shares worth $12.4M. The position accounts for 0.09% of the portfolio, ranked #186.

Jefferies Financial Group first reported a position in CVX in Q4 2022 and has held it in 14 quarters since. The position peaked at $163M in Q3 2025. 4,267 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

Jefferies Financial Group held 60,153 shares of Chevron worth $12.4M as of Q1 2026.
Jefferies Financial Group sold 426,282 Chevron shares in Q1 2026, an estimated $77.7M.
Chevron made up 0.09% of Jefferies Financial Group's portfolio in Q1 2026, its #186 holding.
Jefferies Financial Group first reported a position in Chevron in Q4 2022 and has held it in 14 quarters since.
Jefferies Financial Group's Chevron position peaked at $163M in Q3 2025.
4,267 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Jefferies Financial Group's 13F filing for Q1 2026, filed 8 May 2026.