Jones Financial Companies’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $428M | Buy |
2,031,200
+985,904
| +94% | +$180M | 0.21% | 53 |
|
|
2025
Q4 | $159M | Buy |
1,045,296
+89,321
| +9% | +$13.6M | 0.1% | 71 |
|
|
2025
Q3 | $153M | Buy |
955,975
+123,176
| +15% | +$19.1M | 0.1% | 68 |
|
|
2025
Q2 | $120M | Buy |
832,799
+135,788
| +19% | +$19.1M | 0.09% | 71 |
|
|
2025
Q1 | $116M | Buy |
697,011
+142,662
| +26% | +$22.3M | 0.1% | 66 |
|
|
2024
Q4 | $80.3M | Buy |
554,349
+152,164
| +38% | +$23.3M | 0.08% | 71 |
|
|
2024
Q3 | $58.7M | Buy |
402,185
+147,123
| +58% | +$21.9M | 0.06% | 69 |
|
|
2024
Q2 | $39.9M | Buy |
255,062
+135,309
| +113% | +$21.6M | 0.05% | 67 |
|
|
2024
Q1 | $18.9M | Buy |
119,753
+15,826
| +15% | +$2.39M | 0.03% | 81 |
|
|
2023
Q4 | $15.5M | Buy |
103,927
+3,317
| +3% | +$502K | 0.02% | 80 |
|
|
2023
Q3 | $17M | Sell |
100,610
-4,137
| -4% | -$668K | 0.03% | 71 |
|
|
2023
Q2 | $16.5M | Buy |
104,747
+185
| +0.2% | +$29.7K | 0.03% | 72 |
|
|
2023
Q1 | $17.1M | Sell |
104,562
-133
| -0.1% | -$22.3K | 0.03% | 71 |
|
|
2022
Q4 | $18.8M | Sell |
104,695
-1,761
| -2% | -$307K | 0.03% | 69 |
|
|
2022
Q3 | $15.3M | Sell |
106,456
-3,432
| -3% | -$523K | 0.03% | 67 |
|
|
2022
Q2 | $15.9M | Sell |
109,888
-7,777
| -7% | -$1.29M | 0.03% | 65 |
|
|
2022
Q1 | $19.2M | Sell |
117,665
-3,708
| -3% | -$532K | 0.03% | 65 |
|
|
2021
Q4 | $14.2M | Sell |
121,373
-551
| -0.5% | -$62.6K | 0.02% | 79 |
|
|
2021
Q3 | $12.4M | Sell |
121,924
-6,720
| -5% | -$670K | 0.02% | 84 |
|
|
2021
Q2 | $13.5M | Sell |
128,644
-2,199
| -2% | -$232K | 0.02% | 81 |
|
|
2021
Q1 | $13.7M | Buy |
130,843
+2,206
| +2% | +$215K | 0.02% | 78 |
|
|
2020
Q4 | $10.9M | Sell |
128,637
-4,726
| -4% | -$383K | 0.02% | 85 |
|
|
2020
Q3 | $9.6M | Buy |
133,363
+4,107
| +3% | +$345K | 0.02% | 85 |
|
|
2020
Q2 | $11.5M | Sell |
129,256
-6,580
| -5% | -$589K | 0.03% | 75 |
|
|
2020
Q1 | $9.84M | Buy |
135,836
+39,091
| +40% | +$3.86M | 0.02% | 75 |
|
|
2019
Q4 | $11.7M | Sell |
96,745
-4,036
| -4% | -$475K | 0.02% | 74 |
|
|
2019
Q3 | $12M | Buy |
100,781
+584
| +0.6% | +$70.9K | 0.03% | 73 |
|
|
2019
Q2 | $12.5M | Buy |
100,197
+3,517
| +4% | +$425K | 0.03% | 69 |
|
|
2019
Q1 | $11.9M | Sell |
96,680
-1,391
| -1% | -$165K | 0.03% | 70 |
|
|
2018
Q4 | $10.7M | Sell |
98,071
-2,508
| -2% | -$291K | 0.03% | 64 |
|
|
2018
Q3 | $12.3M | Sell |
100,579
-641
| -0.6% | -$77.8K | 0.03% | 64 |
|
|
2018
Q2 | $12.8M | Sell |
101,220
-4,924
| -5% | -$611K | 0.03% | 57 |
|
|
2018
Q1 | $12.1M | Sell |
106,144
-2,959
| -3% | -$354K | 0.03% | 57 |
|
|
2017
Q4 | $13.7M | Sell |
109,103
-1,401
| -1% | -$166K | 0.03% | 52 |
|
|
2017
Q3 | $13M | Sell |
110,504
-5,476
| -5% | -$598K | 0.04% | 52 |
|
|
2017
Q2 | $12.1M | Sell |
115,980
-9,832
| -8% | -$1.04M | 0.04% | 56 |
|
|
2017
Q1 | $13.5M | Sell |
125,812
-7,931
| -6% | -$890K | 0.04% | 49 |
|
|
2016
Q4 | $15.7M | Sell |
133,743
-4,802
| -3% | -$523K | 0.06% | 42 |
|
|
2016
Q3 | $14.3M | Sell |
138,545
-5,765
| -4% | -$589K | 0.06% | 44 |
|
|
2016
Q2 | $15.1M | Buy |
144,310
+1,287
| +0.9% | +$129K | 0.06% | 38 |
|
|
2016
Q1 | $13.6M | Buy |
143,023
+6,521
| +5% | +$570K | 0.08% | 29 |
|
|
2015
Q4 | $12.3M | Buy |
136,502
+16,772
| +14% | +$1.51M | 0.08% | 34 |
|
|
2015
Q3 | $9.44M | Sell |
119,730
-21,471
| -15% | -$1.81M | 0.06% | 44 |
|
|
2015
Q2 | $13.6M | Sell |
141,201
-4,608
| -3% | -$484K | 0.09% | 30 |
|
|
2015
Q1 | $15.3M | Buy |
145,809
+48,315
| +50% | +$5.16M | 0.1% | 25 |
|
|
2014
Q4 | $10.9M | Sell |
97,494
-23,283
| -19% | -$2.65M | 0.08% | 39 |
|
|
2014
Q3 | $14.4M | Buy |
120,777
+7,431
| +7% | +$948K | 0.1% | 26 |
|
|
2014
Q2 | $14.8M | Buy |
113,346
+1,252
| +1% | +$156K | 0.11% | 25 |
|
|
2014
Q1 | $13.3M | Sell |
112,094
-2,820
| -2% | -$328K | 0.11% | 25 |
|
|
2013
Q4 | $14.4M | Buy |
114,914
+9,319
| +9% | +$1.13M | 0.13% | 24 |
|
|
2013
Q3 | $12.8M | Buy |
105,595
+3,685
| +4% | +$453K | 0.12% | 24 |
|
|
2013
Q2 | $12.1M | Buy |
+101,910
| New | +$12.3M | 0.13% | 25 |
|
Other funds holding CVX
VCM
VPM
Jones Financial Companies's CVX Position: Q1 2026 in Review
Jones Financial Companies increased its Chevron (CVX) stake by 94% in Q1 2026, buying an estimated $180M and bringing the position to 2,031,200 shares worth $428M. The position accounts for 0.21% of the portfolio, ranked #53.
Jones Financial Companies first reported a position in CVX in Q2 2013 and has held it in 52 quarters since. 4,273 funds tracked by Wall St. Rank hold CVX as of Q1 2026.
- Jones Financial Companies held 2,031,200 shares of Chevron worth $428M as of Q1 2026.
- Jones Financial Companies bought 985,904 Chevron shares in Q1 2026, an estimated $180M.
- Chevron made up 0.21% of Jones Financial Companies's portfolio in Q1 2026, its #53 holding.
- Jones Financial Companies first reported a position in Chevron in Q2 2013 and has held it in 52 quarters since.
- 4,273 funds tracked by Wall St. Rank held Chevron as of Q1 2026.
Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.