Jeppson Wealth Management
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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
Q3 		$3.03M Sell
14,857
-895
-6% -$176K 0.87% 26
2026
Q2 		$2.61M Buy
15,752
+443
+3% +$82.5K 0.77% 34
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 		$1.96M 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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Jeppson Wealth Management's CVX Position: Q3 2026 in Review

Jeppson Wealth Management reduced its Chevron (CVX) stake by 5.7% in Q3 2026, selling an estimated $176K and leaving 14,857 shares worth $3.03M. The position accounts for 0.87% of the portfolio, ranked #26.

Jeppson Wealth Management first reported a position in CVX in Q3 2020 and has held it in 25 quarters since. The position peaked at $4.01M in Q2 2022. 3,048 funds tracked by Wall St. Rank hold CVX as of Q3 2026.

  • Jeppson Wealth Management held 14,857 shares of Chevron worth $3.03M as of Q3 2026.
  • Jeppson Wealth Management sold 895 Chevron shares in Q3 2026, an estimated $176K.
  • Chevron made up 0.87% of Jeppson Wealth Management's portfolio in Q3 2026, its #26 holding.
  • Jeppson Wealth Management first reported a position in Chevron in Q3 2020 and has held it in 25 quarters since.
  • Jeppson Wealth Management's Chevron position peaked at $4.01M in Q2 2022.
  • 3,048 funds tracked by Wall St. Rank held Chevron as of Q3 2026.

Based on Jeppson Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.