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JM2 Capital’s Chevron CVX Stock Holding History

JM2 Capital’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 		$633K Sell
3,817
-21
-0.5% -$3.91K 0.43% 58
2026
Q1 		$794K Hold
3,838
– – 0.66% 43
2025
Q4 		$585K Buy
+3,838
New +$585K 0.47% 55

Other funds holding CVX

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
HighTower Advisors
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

JM2 Capital's CVX Position: Q2 2026 in Review

JM2 Capital reduced its Chevron (CVX) stake by 0.55% in Q2 2026, selling an estimated $3.91K and leaving 3,817 shares worth $633K. The position accounts for 0.43% of the portfolio, ranked #58.

JM2 Capital first reported a position in CVX in Q4 2025 and has held it in 3 quarters since. The position peaked at $794K in Q1 2026. 2,585 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • JM2 Capital held 3,817 shares of Chevron worth $633K as of Q2 2026.
  • JM2 Capital sold 21 Chevron shares in Q2 2026, an estimated $3.91K.
  • Chevron made up 0.43% of JM2 Capital's portfolio in Q2 2026, its #58 holding.
  • JM2 Capital first reported a position in Chevron in Q4 2025 and has held it in 3 quarters since.
  • JM2 Capital's Chevron position peaked at $794K in Q1 2026.
  • 2,585 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on JM2 Capital's 13F filing for Q2 2026, filed 22 Jul 2026.