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Joseph Group Capital Management’s Chevron CVX Stock Holding History

Joseph Group Capital Management’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
Q1 		$5.19M Sell
25,108
-1,657
-6% -$302K 1.3% 24
2025
Q4 		$4.08M Buy
26,765
+1,292
+5% +$197K 1.07% 36
2025
Q3 		$3.96M Buy
25,473
+996
+4% +$154K 1.12% 33
2025
Q2 		$3.5M Buy
24,477
+2,567
+12% +$362K 1.18% 31
2025
Q1 		$3.67M Buy
21,910
+3,182
+17% +$498K 1.4% 22
2024
Q4 		$2.71M Buy
18,728
+2,335
+14% +$357K 1.07% 32
2024
Q3 		$2.41M Buy
16,393
+3,092
+23% +$460K 0.92% 36
2024
Q2 		$2.08M Buy
13,301
+638
+5% +$102K 1.08% 30
2024
Q1 		$2M Buy
12,663
+3,278
+35% +$495K 1% 30
2023
Q4 		$1.4M Buy
9,385
+373
+4% +$56.4K 0.81% 38
2023
Q3 		$1.52M Buy
9,012
+798
+10% +$129K 1.09% 25
2023
Q2 		$1.29M Buy
8,214
+733
+10% +$118K 1.09% 28
2023
Q1 		$1.22M Buy
7,481
+524
+8% +$87.9K 1.07% 28
2022
Q4 		$1.25M Sell
6,957
-183
-3% -$31.9K 1.19% 26
2022
Q3 		$1.03M Buy
7,140
+523
+8% +$79.8K 1.12% 31
2022
Q2 		$958K Sell
6,617
-1,397
-17% -$231K 0.96% 34
2022
Q1 		$1.3M Sell
8,014
-1,399
-15% -$201K 1.32% 27
2021
Q4 		$1.1M Buy
+9,413
New +$1.07M 1.06% 31

Other funds holding CVX

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Joseph Group Capital Management's CVX Position: Q1 2026 in Review

Joseph Group Capital Management reduced its Chevron (CVX) stake by 6.2% in Q1 2026, selling an estimated $302K and leaving 25,108 shares worth $5.19M. The position accounts for 1.3% of the portfolio, ranked #24.

Joseph Group Capital Management first reported a position in CVX in Q4 2021 and has held it in 18 quarters since. 4,270 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Joseph Group Capital Management held 25,108 shares of Chevron worth $5.19M as of Q1 2026.
  • Joseph Group Capital Management sold 1,657 Chevron shares in Q1 2026, an estimated $302K.
  • Chevron made up 1.3% of Joseph Group Capital Management's portfolio in Q1 2026, its #24 holding.
  • Joseph Group Capital Management first reported a position in Chevron in Q4 2021 and has held it in 18 quarters since.
  • 4,270 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Joseph Group Capital Management's 13F filing for Q1 2026, filed 8 May 2026.