JWM
CVX icon

JPL Wealth Management’s Chevron CVX Stock Holding History

JPL Wealth 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 		$8.81M Buy
42,557
+92
+0.2% +$16.8K 2.03% 12
2025
Q4 		$6.47M Sell
42,465
-1,478
-3% -$225K 1.58% 15
2025
Q3 		$6.82M Buy
43,943
+319
+0.7% +$49.4K 1.62% 11
2025
Q2 		$6.25M Buy
43,624
+202
+0.5% +$28.5K 1.69% 12
2025
Q1 		$7.26M Buy
43,422
+1,728
+4% +$271K 2.07% 8
2024
Q4 		$6.04M Buy
+41,694
New +$6.38M 1.73% 11
2024
Q2 		$4.39M Buy
28,050
+1,550
+6% +$247K 2.15% 8
2024
Q1 		$4.18M Buy
26,500
+6,999
+36% +$1.06M 2.31% 4
2023
Q4 		$2.91M Buy
+19,501
New +$2.95M 2.1% 5

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

JPL Wealth Management's CVX Position: Q1 2026 in Review

JPL Wealth Management increased its Chevron (CVX) stake by 0.22% in Q1 2026, buying an estimated $16.8K and bringing the position to 42,557 shares worth $8.81M. The position accounts for 2.03% of the portfolio, ranked #12.

JPL Wealth Management first reported a position in CVX in Q4 2023 and has held it in 9 quarters since. 4,265 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • JPL Wealth Management held 42,557 shares of Chevron worth $8.81M as of Q1 2026.
  • JPL Wealth Management bought 92 Chevron shares in Q1 2026, an estimated $16.8K.
  • Chevron made up 2.03% of JPL Wealth Management's portfolio in Q1 2026, its #12 holding.
  • JPL Wealth Management first reported a position in Chevron in Q4 2023 and has held it in 9 quarters since.
  • 4,265 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on JPL Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.