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JNBA Financial Advisors’s Chevron CVX Stock Holding History

JNBA Financial 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 		$705K Sell
4,256
-534
-11% -$99.4K 0.05% 125
2026
Q1 		$991K Buy
4,790
+307
+7% +$56K 0.08% 95
2025
Q4 		$683K Buy
4,483
+25
+0.6% +$3.81K 0.06% 126
2025
Q3 		$692K Buy
4,458
+118
+3% +$18.3K 0.06% 121
2025
Q2 		$621K Sell
4,340
-175
-4% -$24.7K 0.06% 125
2025
Q1 		$755K Buy
4,515
+175
+4% +$27.4K 0.08% 104
2024
Q4 		$629K Buy
4,340
+80
+2% +$12.2K 0.06% 117
2024
Q3 		$627K Hold
4,260
– – 0.06% 118
2024
Q2 		$666K Hold
4,260
– – 0.07% 113
2024
Q1 		$672K Sell
4,260
-103
-2% -$15.5K 0.07% 119
2023
Q4 		$651K Buy
4,363
+327
+8% +$49.5K 0.07% 120
2023
Q3 		$681K Buy
4,036
+118
+3% +$19.1K 0.09% 115
2023
Q2 		$617K Sell
3,918
-24
-0.6% -$3.85K 0.07% 119
2023
Q1 		$643K Sell
3,942
-37
-0.9% -$6.2K 0.08% 116
2022
Q4 		$714K Sell
3,979
-515
-11% -$89.9K 0.1% 114
2022
Q3 		$646K Hold
4,494
– – 0.1% 115
2022
Q2 		$651K Sell
4,494
-348
-7% -$57.5K 0.1% 110
2022
Q1 		$788K Sell
4,842
-445
-8% -$63.8K 0.1% 104
2021
Q4 		$620K Buy
5,287
+59
+1% +$6.7K 0.08% 116
2021
Q3 		$530K Sell
5,228
-52
-1% -$5.19K 0.07% 120
2021
Q2 		$553K Sell
5,280
-148
-3% -$15.6K 0.07% 116
2021
Q1 		$569K Buy
5,428
+143
+3% +$14K 0.08% 108
2020
Q4 		$446K Sell
5,285
-163
-3% -$13.2K 0.07% 117
2020
Q3 		$392K Buy
5,448
+32
+0.6% +$2.69K 0.08% 109
2020
Q2 		$483K Buy
5,416
+79
+1% +$7.07K 0.1% 96
2020
Q1 		$387K Buy
5,337
+57
+1% +$5.63K 0.09% 100
2019
Q4 		$636K Sell
5,280
-52
-1% -$6.13K 0.12% 89
2019
Q3 		$632K Sell
5,332
-272
-5% -$33K 0.13% 87
2019
Q2 		$697K Buy
5,604
+86
+2% +$10.4K 0.14% 84
2019
Q1 		$680K Buy
5,518
+227
+4% +$26.9K 0.15% 81
2018
Q4 		$576K Sell
5,291
-30,932
-85% -$3.58M 0.13% 79
2018
Q3 		$4.43M Buy
36,223
+30,916
+583% +$3.75M 1.99% 7
2018
Q2 		$671K Buy
5,307
+77
+1% +$9.56K 0.14% 77
2018
Q1 		$596K Hold
5,230
– – 0.13% 76
2017
Q4 		$655K Sell
5,230
-74
-1% -$8.78K 0.14% 71
2017
Q3 		$623K Buy
5,304
+128
+2% +$14K 0.14% 66
2017
Q2 		$540K Hold
5,176
– – 0.12% 71
2017
Q1 		$556K Sell
5,176
-125
-2% -$14K 0.13% 69
2016
Q4 		$624K Sell
5,301
-6,175
-54% -$672K 0.15% 63
2016
Q3 		$1.18M Buy
11,476
+6,605
+136% +$674K 0.17% 42
2016
Q2 		$511K Sell
4,871
-896
-16% -$90.1K 0.14% 65
2016
Q1 		$550K Hold
5,767
– – 0.2% 60
2015
Q4 		$519K Buy
5,767
+295
+5% +$26.6K 0.2% 57
2015
Q3 		$432K Buy
5,472
+515
+10% +$43.4K 0.18% 55
2015
Q2 		$478K Sell
4,957
-302
-6% -$31.7K 0.18% 54
2015
Q1 		$552K Sell
5,259
-394
-7% -$42K 0.21% 46
2014
Q4 		$634K Hold
5,653
– – 0.26% 45
2014
Q3 		$674K Buy
5,653
+369
+7% +$47.1K 0.31% 43
2014
Q2 		$690K Buy
5,284
+600
+13% +$74.6K 0.33% 42
2014
Q1 		$557K Hold
4,684
– – 0.29% 47
2013
Q4 		$585K Buy
4,684
+120
+3% +$14.5K 0.32% 42
2013
Q3 		$554K Buy
4,564
+290
+7% +$35.6K 0.35% 40
2013
Q2 		$506K Buy
+4,274
New +$517K 0.35% 43

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

JNBA Financial Advisors's CVX Position: Q2 2026 in Review

JNBA Financial Advisors reduced its Chevron (CVX) stake by 11% in Q2 2026, selling an estimated $99.4K and leaving 4,256 shares worth $705K. The position accounts for 0.05% of the portfolio, ranked #125.

JNBA Financial Advisors first reported a position in CVX in Q2 2013 and has held it in 53 quarters since. The position peaked at $4.43M in Q3 2018. 1,542 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • JNBA Financial Advisors held 4,256 shares of Chevron worth $705K as of Q2 2026.
  • JNBA Financial Advisors sold 534 Chevron shares in Q2 2026, an estimated $99.4K.
  • Chevron made up 0.05% of JNBA Financial Advisors's portfolio in Q2 2026, its #125 holding.
  • JNBA Financial Advisors first reported a position in Chevron in Q2 2013 and has held it in 53 quarters since.
  • JNBA Financial Advisors's Chevron position peaked at $4.43M in Q3 2018.
  • 1,542 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on JNBA Financial Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.