JFS Wealth Advisors’s Chevron CVX Stock Holding History

JFS Wealth Advisors’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 Q2	$2.74M	Sell	16,500 -357	-2%	-$66.4K	0.14%	97
2026 Q1	$3.49M	Sell	16,857 -322	-2%	-$58.7K	0.2%	79
2025 Q4	$2.62M	Buy	17,179 +221	+1%	+$33.7K	0.15%	88
2025 Q3	$2.63M	Buy	16,958 +906	+6%	+$140K	0.15%	87
2025 Q2	$2.3M	Sell	16,052 -140	-0.9%	-$19.7K	0.15%	91
2025 Q1	$2.71M	Buy	16,192 +333	+2%	+$52.1K	0.18%	73
2024 Q4	$2.3M	Sell	15,859 -1,599	-9%	-$245K	0.16%	82
2024 Q3	$2.57M	Buy	17,458 +4,512	+35%	+$672K	0.17%	81
2024 Q2	$2.02M	Sell	12,946 -775	-6%	-$124K	0.16%	77
2024 Q1	$2.16M	Sell	13,721 -55	-0.4%	-$8.3K	0.17%	76
2023 Q4	$2.05M	Sell	13,776 -44	-0.3%	-$6.66K	0.17%	75
2023 Q3	$2.33M	Buy	13,820 +655	+5%	+$106K	0.22%	67
2023 Q2	$2.07M	Sell	13,165 -141	-1%	-$22.6K	0.19%	81
2023 Q1	$2.17M	Buy	13,306 +577	+5%	+$96.7K	0.2%	79
2022 Q4	$2.28M	Buy	12,729 +119	+0.9%	+$20.8K	0.22%	78
2022 Q3	$1.81M	Buy	12,610 +2,637	+26%	+$402K	0.2%	84
2022 Q2	$1.44M	Buy	9,973 +1,082	+12%	+$179K	0.15%	88
2022 Q1	$1.45M	Buy	8,891 +156	+2%	+$22.4K	0.14%	97
2021 Q4	$1.02M	Buy	8,735 +481	+6%	+$54.6K	0.1%	118
2021 Q3	$837K	Buy	8,254 +2,398	+41%	+$239K	0.09%	119
2021 Q2	$613K	Sell	5,856 -197	-3%	-$20.8K	0.09%	101
2021 Q1	$634K	Sell	6,053 -197	-3%	-$19.2K	0.13%	89
2020 Q4	$528K	Sell	6,250 -636	-9%	-$51.5K	0.11%	93
2020 Q3	$496K	Sell	6,886 -371	-5%	-$31.2K	0.12%	90
2020 Q2	$648K	Sell	7,257 -2,989	-29%	-$268K	0.17%	81
2020 Q1	$742K	Buy	10,246 +603	+6%	+$59.6K	0.22%	77
2019 Q4	$1.16M	Sell	9,643 -273	-3%	-$32.2K	0.29%	66
2019 Q3	$1.18M	Buy	9,916 +124	+1%	+$15.1K	0.3%	63
2019 Q2	$1.22M	Sell	9,792 -55	-0.6%	-$6.65K	0.31%	58
2019 Q1	$1.21M	Sell	9,847 -249	-2%	-$29.5K	0.32%	62
2018 Q4	$1.1M	Buy	10,096 +11	+0.1%	+$1.27K	0.29%	64
2018 Q3	$1.23M	Sell	10,085 -243	-2%	-$29.5K	0.32%	59
2018 Q2	$1.31M	Sell	10,328 -416	-4%	-$51.6K	0.34%	56
2018 Q1	$1.23M	Buy	10,744 +2,001	+23%	+$239K	0.32%	56
2017 Q4	$1.09M	Buy	8,743 +5	+0.1%	+$593	0.27%	62
2017 Q3	$1.03M	Buy	8,738 +750	+9%	+$81.9K	0.27%	65
2017 Q2	$833K	Sell	7,988 -1,582	-17%	-$168K	0.23%	64
2017 Q1	$1.13M	Hold	9,570	–	–	0.3%	67
2016 Q4	$1.13M	Sell	9,570 -2,469	-21%	-$269K	0.3%	67
2016 Q3	$1.24M	Sell	12,039 -3,106	-21%	-$317K	0.35%	61
2016 Q2	$1.59M	Buy	15,145 +2,271	+18%	+$228K	0.44%	54
2016 Q1	$1.23M	Sell	12,874 -433	-3%	-$37.9K	0.36%	58
2015 Q4	$1.2M	Buy	13,307 +553	+4%	+$49.9K	0.34%	61
2015 Q3	$1.01M	Buy	+12,754	New	+$1.07M	0.44%	54
2014 Q2	–	Sell	-7,916	Closed	-$941K	–	476
2014 Q1	$941K	Buy	7,916 +63	+0.8%	+$7.33K	0.52%	37
2013 Q4	$981K	Buy	7,853 +400	+5%	+$48.4K	0.43%	41
2013 Q3	$906K	Sell	7,453 -1,265	-15%	-$155K	0.42%	44
2013 Q2	$1.03M	Buy	+8,718	New	+$1.05M	0.52%	41

Other funds holding CVX

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

AACR

ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return

JFS Wealth Advisors's CVX Position: Q2 2026 in Review

JFS Wealth Advisors reduced its Chevron (CVX) stake by 2.1% in Q2 2026, selling an estimated $66.4K and leaving 16,500 shares worth $2.74M. The position accounts for 0.14% of the portfolio, ranked #97.

JFS Wealth Advisors first reported a position in CVX in Q2 2013 and has held it in 48 quarters since. The position peaked at $3.49M in Q1 2026. 2,549 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

JFS Wealth Advisors held 16,500 shares of Chevron worth $2.74M as of Q2 2026.
JFS Wealth Advisors sold 357 Chevron shares in Q2 2026, an estimated $66.4K.
Chevron made up 0.14% of JFS Wealth Advisors's portfolio in Q2 2026, its #97 holding.
JFS Wealth Advisors first reported a position in Chevron in Q2 2013 and has held it in 48 quarters since.
JFS Wealth Advisors's Chevron position peaked at $3.49M in Q1 2026.
2,549 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.