JTC Employer Solutions Trustee’s Chevron CVX Stock Holding History

JTC Employer Solutions Trustee’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	$100K	Hold	479	–	–	0.01%	205
2025 Q4	$73K	Hold	479	–	–	0.01%	232
2025 Q3	$74K	Sell	479 -2,707	-85%	-$419K	0.01%	225
2025 Q2	$456K	Sell	3,186 -11,992	-79%	-$1.69M	0.04%	82
2025 Q1	$2.54M	Hold	15,178	–	–	0.21%	38
2024 Q4	$2.17M	Hold	15,178	–	–	0.15%	46
2024 Q3	$2.24M	Hold	15,178	–	–	0.15%	47
2024 Q2	$2.37M	Hold	15,178	–	–	0.16%	41
2024 Q1	$2.37M	Hold	15,178	–	–	0.15%	43
2023 Q4	$2.27M	Buy	15,178 +11,992	+376%	+$1.81M	0.21%	45
2023 Q3	$538K	Hold	3,186	–	–	0.05%	74
2023 Q2	$501K	Hold	3,186	–	–	0.05%	77
2023 Q1	$520K	Hold	3,186	–	–	0.06%	76
2022 Q4	$572K	Hold	3,186	–	–	0.05%	78
2022 Q3	$458K	Buy	3,186 +479	+18%	+$73.1K	0.08%	70
2022 Q2	$392K	Hold	2,707	–	–	0.05%	70
2022 Q1	$441K	Hold	2,707	–	–	0.05%	71
2021 Q4	$318K	Hold	2,707	–	–	0.04%	85
2021 Q3	$275K	Hold	2,707	–	–	0.04%	89
2021 Q2	$283K	Buy	+2,707	New	+$286K	0.04%	76

Other funds holding CVX

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

JTC Employer Solutions Trustee's CVX Position: Q1 2026 in Review

JTC Employer Solutions Trustee held its Chevron (CVX) position steady in Q1 2026 at 479 shares worth $100K. The position accounts for 0.01% of the portfolio, ranked #205.

JTC Employer Solutions Trustee first reported a position in CVX in Q2 2021 and has held it in 20 quarters since. The position peaked at $2.54M in Q1 2025. 4,267 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

JTC Employer Solutions Trustee held 479 shares of Chevron worth $100K as of Q1 2026.
JTC Employer Solutions Trustee left its Chevron share count unchanged in Q1 2026.
Chevron made up 0.01% of JTC Employer Solutions Trustee's portfolio in Q1 2026, its #205 holding.
JTC Employer Solutions Trustee first reported a position in Chevron in Q2 2021 and has held it in 20 quarters since.
JTC Employer Solutions Trustee's Chevron position peaked at $2.54M in Q1 2025.
4,267 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on JTC Employer Solutions Trustee's 13F filing for Q1 2026, filed 19 May 2026.