JWM
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Jeppson Wealth Management’s Chevron CVX Stock Holding History

Jeppson Wealth Management’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 		$3.17M Sell
15,309
-543
-3% -$99K 0.99% 24
2025
Q4 		$2.42M Sell
15,852
-30
-0.2% -$4.57K 0.76% 32
2025
Q3 		$2.47M Buy
15,882
+16
+0.1% +$2.48K 0.79% 29
2025
Q2 		$2.27M Buy
15,866
+877
+6% +$124K 0.79% 31
2025
Q1 		$2.51M Sell
14,989
-442
-3% -$69.2K 0.92% 21
2024
Q4 		$2.24M Sell
15,431
-625
-4% -$95.7K 0.81% 28
2024
Q3 		$2.36M Sell
16,056
-295
-2% -$43.9K 0.85% 24
2024
Q2 		$2.56M Sell
16,351
-207
-1% -$33K 0.98% 21
2024
Q1 		$2.61M Buy
16,558
+70
+0.4% +$10.6K 1.01% 20
2023
Q4 		$2.46M Buy
16,488
+248
+2% +$37.5K 1.02% 21
2023
Q3 		$2.74M Sell
16,240
-520
-3% -$84K 1.26% 16
2023
Q2 		$2.64M Sell
16,760
-2,685
-14% -$430K 1.15% 16
2023
Q1 		$3.17M Sell
19,445
-1,305
-6% -$219K 1.38% 13
2022
Q4 		$3.72M Sell
20,750
-4,935
-19% -$861K 1.57% 8
2022
Q3 		$3.69M Sell
25,685
-1,982
-7% -$302K 1.67% 8
2022
Q2 		$4.01M Buy
27,667
+15,598
+129% +$2.58M 1.72% 8
2022
Q1 		$1.97M Sell
12,069
-533
-4% -$76.4K 0.92% 23
2021
Q4 		$1.48M Sell
12,602
-374
-3% -$42.5K 0.71% 30
2021
Q3 		$1.32M Buy
12,976
+1,127
+10% +$112K 0.69% 31
2021
Q2 		$1.24M Buy
11,849
+60
+0.5% +$6.33K 0.68% 32
2021
Q1 		$1.24M Sell
11,789
-180
-2% -$17.6K 0.73% 32
2020
Q4 		$1.01M Sell
11,969
-492
-4% -$39.8K 0.67% 38
2020
Q3 		$897K Buy
+12,461
New +$1.05M 0.7% 35

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

Jeppson Wealth Management's CVX Position: Q1 2026 in Review

Jeppson Wealth Management reduced its Chevron (CVX) stake by 3.4% in Q1 2026, selling an estimated $99K and leaving 15,309 shares worth $3.17M. The position accounts for 0.99% of the portfolio, ranked #24.

Jeppson Wealth Management first reported a position in CVX in Q3 2020 and has held it in 23 quarters since. The position peaked at $4.01M in Q2 2022. 4,265 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Jeppson Wealth Management held 15,309 shares of Chevron worth $3.17M as of Q1 2026.
  • Jeppson Wealth Management sold 543 Chevron shares in Q1 2026, an estimated $99K.
  • Chevron made up 0.99% of Jeppson Wealth Management's portfolio in Q1 2026, its #24 holding.
  • Jeppson Wealth Management first reported a position in Chevron in Q3 2020 and has held it in 23 quarters since.
  • Jeppson Wealth Management's Chevron position peaked at $4.01M in Q2 2022.
  • 4,265 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Jeppson Wealth Management's 13F filing for Q1 2026, filed 14 Apr 2026.