JSF Financial’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $301K | Sell |
1,818
-211
| -10% | -$39.3K | 0.05% | 115 |
|
|
2026
Q1 | $420K | Sell |
2,029
-41
| -2% | -$7.48K | 0.08% | 94 |
|
|
2025
Q4 | $316K | Sell |
2,070
-635
| -23% | -$96.7K | 0.07% | 102 |
|
|
2025
Q3 | $420K | Buy |
2,705
+152
| +6% | +$23.5K | 0.09% | 89 |
|
|
2025
Q2 | $366K | Buy |
2,553
+256
| +11% | +$36.1K | 0.09% | 93 |
|
|
2025
Q1 | $384K | Buy |
2,297
+17
| +0.7% | +$2.66K | 0.1% | 90 |
|
|
2024
Q4 | $330K | Sell |
2,280
-10
| -0.4% | -$1.53K | 0.09% | 100 |
|
|
2024
Q3 | $337K | Buy |
2,290
+120
| +6% | +$17.9K | 0.1% | 87 |
|
|
2024
Q2 | $339K | Buy |
2,170
+190
| +10% | +$30.3K | 0.1% | 88 |
|
|
2024
Q1 | $312K | Buy |
1,980
+1
| +0.1% | +$151 | 0.1% | 92 |
|
|
2023
Q4 | $295K | Sell |
1,979
-401
| -17% | -$60.6K | 0.1% | 88 |
|
|
2023
Q3 | $401K | Sell |
2,380
-40
| -2% | -$6.46K | 0.16% | 74 |
|
|
2023
Q2 | $381K | Sell |
2,420
-92
| -4% | -$14.8K | 0.13% | 72 |
|
|
2023
Q1 | $410K | Sell |
2,512
-13
| -0.5% | -$2.18K | 0.15% | 83 |
|
|
2022
Q4 | $453K | Sell |
2,525
-172
| -6% | -$30K | 0.17% | 80 |
|
|
2022
Q3 | $388K | Sell |
2,697
-10
| -0.4% | -$1.52K | 0.15% | 80 |
|
|
2022
Q2 | $392K | Sell |
2,707
-73
| -3% | -$12.1K | 0.18% | 74 |
|
|
2022
Q1 | $453K | Sell |
2,780
-91
| -3% | -$13.1K | 0.19% | 69 |
|
|
2021
Q4 | $337K | Sell |
2,871
-623
| -18% | -$70.8K | 0.16% | 71 |
|
|
2021
Q3 | $354K | Buy |
3,494
+337
| +11% | +$33.6K | 0.18% | 65 |
|
|
2021
Q2 | $331K | Buy |
3,157
+189
| +6% | +$20K | 0.2% | 63 |
|
|
2021
Q1 | $311K | Sell |
2,968
-559
| -16% | -$54.6K | 0.2% | 57 |
|
|
2020
Q4 | $298K | Sell |
3,527
-1,433
| -29% | -$116K | 0.21% | 54 |
|
|
2020
Q3 | $357K | Sell |
4,960
-246
| -5% | -$20.7K | 0.28% | 44 |
|
|
2020
Q2 | $465K | Sell |
5,206
-368
| -7% | -$32.9K | 0.4% | 34 |
|
|
2020
Q1 | $404K | Buy |
5,574
+1,317
| +31% | +$130K | 0.41% | 36 |
|
|
2019
Q4 | $513K | Buy |
4,257
+812
| +24% | +$95.6K | 0.51% | 34 |
|
|
2019
Q3 | $409K | Sell |
3,445
-12
| -0.3% | -$1.46K | 0.45% | 37 |
|
|
2019
Q2 | $430K | Buy |
3,457
+152
| +5% | +$18.4K | 0.47% | 38 |
|
|
2019
Q1 | $407K | Buy |
3,305
+76
| +2% | +$8.99K | 0.45% | 36 |
|
|
2018
Q4 | $351K | Buy |
+3,229
| New | +$374K | 0.36% | 38 |
|
Other funds holding CVX
JSF Financial's CVX Position: Q2 2026 in Review
JSF Financial reduced its Chevron (CVX) stake by 10% in Q2 2026, selling an estimated $39.3K and leaving 1,818 shares worth $301K. The position accounts for 0.05% of the portfolio, ranked #115.
JSF Financial first reported a position in CVX in Q4 2018 and has held it in 31 quarters since. The position peaked at $513K in Q4 2019. 4,110 funds tracked by Wall St. Rank hold CVX as of Q2 2026.
- JSF Financial held 1,818 shares of Chevron worth $301K as of Q2 2026.
- JSF Financial sold 211 Chevron shares in Q2 2026, an estimated $39.3K.
- Chevron made up 0.05% of JSF Financial's portfolio in Q2 2026, its #115 holding.
- JSF Financial first reported a position in Chevron in Q4 2018 and has held it in 31 quarters since.
- JSF Financial's Chevron position peaked at $513K in Q4 2019.
- 4,110 funds tracked by Wall St. Rank held Chevron as of Q2 2026.
Based on JSF Financial's 13F filing for Q2 2026, filed 28 Jul 2026.