JFG
CVX icon

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
2025
Q4 		– Sell
-687,000
Closed -$107M – 1902
2025
Q3 		$107M Buy
+687,000
New +$106M 0.5% 26
2025
Q1 		– Sell
-12,500
Closed -$1.81M – 1687
2024
Q4 		$1.81M Buy
+12,500
New +$1.91M 0.01% 704
2023
Q1 		– Sell
-202,500
Closed -$36.3M – 1693
2022
Q4 		$36.3M Buy
+202,500
New +$35.3M 0.25% 63

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

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.