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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
Q2 		$6.88M Sell
41,506
-1,051
-2% -$196K 1.37% 22
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

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

JPL Wealth Management's CVX Position: Q2 2026 in Review

JPL Wealth Management reduced its Chevron (CVX) stake by 2.5% in Q2 2026, selling an estimated $196K and leaving 41,506 shares worth $6.88M. The position accounts for 1.37% of the portfolio, ranked #22.

JPL Wealth Management first reported a position in CVX in Q4 2023 and has held it in 10 quarters since. The position peaked at $8.81M in Q1 2026. 4,122 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • JPL Wealth Management held 41,506 shares of Chevron worth $6.88M as of Q2 2026.
  • JPL Wealth Management sold 1,051 Chevron shares in Q2 2026, an estimated $196K.
  • Chevron made up 1.37% of JPL Wealth Management's portfolio in Q2 2026, its #22 holding.
  • JPL Wealth Management first reported a position in Chevron in Q4 2023 and has held it in 10 quarters since.
  • JPL Wealth Management's Chevron position peaked at $8.81M in Q1 2026.
  • 4,122 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on JPL Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.