JKA
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Jones Kertz & Associates’s Chevron CVX Stock Holding History

Jones Kertz & Associates’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 		$629K Sell
3,793
-50
-1% -$9.31K 0.29% 57
2026
Q1 		$795K Sell
3,843
-30
-0.8% -$5.47K 0.42% 52
2025
Q4 		$590K Buy
+3,873
New +$590K 0.3% 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

Jones Kertz & Associates's CVX Position: Q2 2026 in Review

Jones Kertz & Associates reduced its Chevron (CVX) stake by 1.3% in Q2 2026, selling an estimated $9.31K and leaving 3,793 shares worth $629K. The position accounts for 0.29% of the portfolio, ranked #57.

Jones Kertz & Associates first reported a position in CVX in Q4 2025 and has held it in 3 quarters since. The position peaked at $795K in Q1 2026. 2,585 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Jones Kertz & Associates held 3,793 shares of Chevron worth $629K as of Q2 2026.
  • Jones Kertz & Associates sold 50 Chevron shares in Q2 2026, an estimated $9.31K.
  • Chevron made up 0.29% of Jones Kertz & Associates's portfolio in Q2 2026, its #57 holding.
  • Jones Kertz & Associates first reported a position in Chevron in Q4 2025 and has held it in 3 quarters since.
  • Jones Kertz & Associates's Chevron position peaked at $795K in Q1 2026.
  • 2,585 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Jones Kertz & Associates's 13F filing for Q2 2026, filed 23 Jul 2026.