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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
Q2 		$4.24M Buy
25,572
+464
+2% +$86.4K 0.89% 40
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

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Joseph Group Capital Management's CVX Position: Q2 2026 in Review

Joseph Group Capital Management increased its Chevron (CVX) stake by 1.8% in Q2 2026, buying an estimated $86.4K and bringing the position to 25,572 shares worth $4.24M. The position accounts for 0.89% of the portfolio, ranked #40.

Joseph Group Capital Management first reported a position in CVX in Q4 2021 and has held it in 19 quarters since. The position peaked at $5.19M in Q1 2026. 4,137 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Joseph Group Capital Management held 25,572 shares of Chevron worth $4.24M as of Q2 2026.
  • Joseph Group Capital Management bought 464 Chevron shares in Q2 2026, an estimated $86.4K.
  • Chevron made up 0.89% of Joseph Group Capital Management's portfolio in Q2 2026, its #40 holding.
  • Joseph Group Capital Management first reported a position in Chevron in Q4 2021 and has held it in 19 quarters since.
  • Joseph Group Capital Management's Chevron position peaked at $5.19M in Q1 2026.
  • 4,137 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Joseph Group Capital Management's 13F filing for Q2 2026, filed 6 Aug 2026.