JF
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JMN Financial’s Chevron CVX Stock Holding History

JMN Financial’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 		– Sell
-1,796
Closed -$372K – 237
2026
Q1 		$372K Buy
+1,796
New +$327K 0.37% 79

Other funds holding CVX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

JMN Financial's CVX Position: Q2 2026 in Review

JMN Financial sold out of Chevron (CVX) in Q2 2026, closing a stake of 1,796 shares — an estimated $372K sold.

JMN Financial first reported a position in CVX in Q1 2026 and held it in 1 quarter. The position peaked at $372K in Q1 2026. 3,958 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • JMN Financial reported no remaining Chevron position as of Q2 2026 after selling out during the quarter.
  • JMN Financial sold 1,796 Chevron shares in Q2 2026, an estimated $372K.
  • JMN Financial first reported a position in Chevron in Q1 2026 and held it in 1 quarter.
  • JMN Financial's Chevron position peaked at $372K in Q1 2026.
  • 3,958 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on JMN Financial's 13F filing for Q2 2026, filed 10 Aug 2026.