JF
CVX icon

Joule Financial’s Chevron CVX Stock Holding History

Joule Financial’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 		$602K Sell
3,633
-35
-1% -$6.51K 0.16% 55
2026
Q1 		$759K Sell
3,668
-8
-0.2% -$1.46K 0.22% 48
2025
Q4 		$560K Buy
3,676
+82
+2% +$12.5K 0.17% 60
2025
Q3 		$558K Buy
3,594
+55
+2% +$8.52K 0.17% 60
2025
Q2 		$507K Buy
3,539
+250
+8% +$35.2K 0.16% 66
2025
Q1 		$550K Buy
3,289
+35
+1% +$5.48K 0.19% 58
2024
Q4 		$471K Buy
3,254
+62
+2% +$9.49K 0.17% 60
2024
Q3 		$470K Buy
3,192
+190
+6% +$28.3K 0.17% 63
2024
Q2 		$470K Buy
3,002
+148
+5% +$23.6K 0.19% 60
2024
Q1 		$450K Sell
2,854
-63
-2% -$9.51K 0.19% 59
2023
Q4 		$435K Sell
2,917
-48
-2% -$7.26K 0.2% 64
2023
Q3 		$500K Buy
2,965
+378
+15% +$61.1K 0.26% 53
2023
Q2 		$407K Buy
2,587
+198
+8% +$31.7K 0.21% 59
2023
Q1 		$390K Buy
2,389
+260
+12% +$43.6K 0.21% 56
2022
Q4 		$382K Buy
2,129
+556
+35% +$97K 0.25% 54
2022
Q3 		$226K Buy
1,573
+133
+9% +$20.3K 0.17% 77
2022
Q2 		$208K Buy
+1,440
New +$238K 0.16% 73

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

Joule Financial's CVX Position: Q2 2026 in Review

Joule Financial reduced its Chevron (CVX) stake by 0.95% in Q2 2026, selling an estimated $6.51K and leaving 3,633 shares worth $602K. The position accounts for 0.16% of the portfolio, ranked #55.

Joule Financial first reported a position in CVX in Q2 2022 and has held it in 17 quarters since. The position peaked at $759K in Q1 2026. 1,415 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Joule Financial held 3,633 shares of Chevron worth $602K as of Q2 2026.
  • Joule Financial sold 35 Chevron shares in Q2 2026, an estimated $6.51K.
  • Chevron made up 0.16% of Joule Financial's portfolio in Q2 2026, its #55 holding.
  • Joule Financial first reported a position in Chevron in Q2 2022 and has held it in 17 quarters since.
  • Joule Financial's Chevron position peaked at $759K in Q1 2026.
  • 1,415 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Joule Financial's 13F filing for Q2 2026, filed 15 Jul 2026.