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JGP Wealth Management’s Chevron CVX Stock Holding History

JGP 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
Q2 		$897K Buy
5,410
+45
+0.8% +$8.38K 0.08% 113
2026
Q1 		$1.11M Sell
5,365
-4,196
-44% -$765K 0.12% 97
2025
Q4 		$1.46M Sell
9,561
-464
-5% -$70.7K 0.15% 85
2025
Q3 		$1.54M Buy
10,025
+929
+10% +$144K 0.17% 77
2025
Q2 		$1.3M Buy
9,096
+873
+11% +$123K 0.16% 81
2025
Q1 		$1.38M Buy
8,223
+2,276
+38% +$356K 0.18% 76
2024
Q4 		$861K Buy
5,947
+123
+2% +$18.8K 0.11% 106
2024
Q3 		$858K Sell
5,824
-109
-2% -$16.2K 0.11% 105
2024
Q2 		$928K Sell
5,933
-11
-0.2% -$1.75K 0.13% 84
2024
Q1 		$938K Sell
5,944
-2,792
-32% -$421K 0.14% 88
2023
Q4 		$1.3M Buy
8,736
+930
+12% +$141K 0.19% 74
2023
Q3 		$1.32M Sell
7,806
-675
-8% -$109K 0.22% 74
2023
Q2 		$1.33M Sell
8,481
-168
-2% -$26.9K 0.22% 73
2023
Q1 		$1.41M Buy
8,649
+2,874
+50% +$482K 0.25% 70
2022
Q4 		$1.04M Hold
5,775
– – 0.19% 79
2022
Q3 		$924K Buy
5,775
+2,738
+90% +$418K 0.19% 76
2022
Q2 		$428K Hold
3,037
– – 0.09% 108
2022
Q1 		$516K Buy
3,037
+44
+1% +$6.31K 0.1% 107
2021
Q4 		$366K Buy
2,993
+89
+3% +$10.1K 0.07% 120
2021
Q3 		$295K Sell
2,904
-2,324
-44% -$232K 0.06% 130
2021
Q2 		$548K Sell
5,228
-131
-2% -$13.8K 0.12% 97
2021
Q1 		$562K Buy
5,359
+1,931
+56% +$189K 0.13% 87
2020
Q4 		$305K Sell
3,428
-1,790
-34% -$145K 0.07% 123
2020
Q3 		$385K Sell
5,218
-147
-3% -$12.4K 0.1% 91
2020
Q2 		$463K Buy
5,365
+175
+3% +$15.7K 0.14% 85
2020
Q1 		$446K Sell
5,190
-692
-12% -$68.4K 0.16% 94
2019
Q4 		$709K Hold
5,882
– – 0.21% 81
2019
Q3 		$660K Hold
5,882
– – 0.23% 82
2019
Q2 		$732K Hold
5,882
– – 0.26% 82
2019
Q1 		$725K Sell
5,882
-25
-0.4% -$2.96K 0.27% 81
2018
Q4 		$643K Sell
5,907
-45
-0.8% -$5.21K 0.27% 83
2018
Q3 		$728K Hold
5,952
– – 0.29% 80
2018
Q2 		$753K Buy
+5,952
New +$739K 0.31% 82

Other funds holding CVX

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

JGP Wealth Management's CVX Position: Q2 2026 in Review

JGP Wealth Management increased its Chevron (CVX) stake by 0.84% in Q2 2026, buying an estimated $8.38K and bringing the position to 5,410 shares worth $897K. The position accounts for 0.08% of the portfolio, ranked #113.

JGP Wealth Management first reported a position in CVX in Q2 2018 and has held it in 33 quarters since. The position peaked at $1.54M in Q3 2025. 1,543 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • JGP Wealth Management held 5,410 shares of Chevron worth $897K as of Q2 2026.
  • JGP Wealth Management bought 45 Chevron shares in Q2 2026, an estimated $8.38K.
  • Chevron made up 0.08% of JGP Wealth Management's portfolio in Q2 2026, its #113 holding.
  • JGP Wealth Management first reported a position in Chevron in Q2 2018 and has held it in 33 quarters since.
  • JGP Wealth Management's Chevron position peaked at $1.54M in Q3 2025.
  • 1,543 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on JGP Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.