JFG
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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

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

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

Jefferies Financial Group increased its Chevron (CVX) stake by 157% in Q2 2026, buying an estimated $17.6M and bringing the position to 154,626 shares worth $25.6M. The position accounts for 0.17% of the portfolio, ranked #118.

Jefferies Financial Group first reported a position in CVX in Q4 2022 and has held it in 15 quarters since. The position peaked at $163M in Q3 2025. 4,123 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Jefferies Financial Group held 154,626 shares of Chevron worth $25.6M as of Q2 2026.
  • Jefferies Financial Group bought 94,473 Chevron shares in Q2 2026, an estimated $17.6M.
  • Chevron made up 0.17% of Jefferies Financial Group's portfolio in Q2 2026, its #118 holding.
  • Jefferies Financial Group first reported a position in Chevron in Q4 2022 and has held it in 15 quarters since.
  • Jefferies Financial Group's Chevron position peaked at $163M in Q3 2025.
  • 4,123 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Jefferies Financial Group's 13F filing for Q2 2026, filed 17 Aug 2026.