Jupiter Wealth Management’s Chevron CVX Stock Holding History

Jupiter 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	$1.08M	Buy	5,800 +4,050	+231%	+$739K	0.43%	46
2025 Q4	$319K	Buy	+1,750	New	+$267K	0.14%	67
2025 Q1	–	Sell	-1,700	Closed	-$246K	–	75
2024 Q4	$246K	Hold	1,700	–	–	0.12%	81
2024 Q3	$250K	Buy	1,700 +1,000	+143%	+$149K	0.13%	80
2024 Q2	$112K	Sell	700 -2,700	-79%	-$431K	0.06%	93
2024 Q1	$553K	Buy	+3,400	New	+$513K	0.29%	59
2021 Q3	–	Sell	-5,000	Closed	-$509K	–	95
2021 Q2	$509K	Hold	5,000	–	–	0.24%	65
2021 Q1	$534K	Hold	5,000	–	–	0.27%	59
2020 Q4	$422K	Sell	5,000 -2,500	-33%	-$202K	0.26%	54
2020 Q3	$540K	Sell	7,500 -1,524	-17%	-$128K	0.38%	41
2020 Q2	$769K	Sell	9,024 -44,975	-83%	-$4.03M	0.38%	42
2020 Q1	$4.83M	Buy	53,999 +608	+1%	+$60.1K	2.81%	14
2019 Q4	$6.21M	Sell	53,391 -344	-0.6%	-$40.5K	3%	12
2019 Q3	$6.37M	Sell	53,735 -2,182	-4%	-$265K	3.4%	11
2019 Q2	$6.94M	Sell	55,917 -136	-0.2%	-$16.4K	3.44%	11
2019 Q1	$6.72M	Buy	+56,053	New	+$6.63M	3.24%	11

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

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

Jupiter Wealth Management increased its Chevron (CVX) stake by 231% in Q1 2026, buying an estimated $739K and bringing the position to 5,800 shares worth $1.08M. The position accounts for 0.43% of the portfolio, ranked #46.

Jupiter Wealth Management first reported a position in CVX in Q1 2019 and has held it in 16 quarters since. The position peaked at $6.94M in Q2 2019. 4,269 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

Jupiter Wealth Management held 5,800 shares of Chevron worth $1.08M as of Q1 2026.
Jupiter Wealth Management bought 4,050 Chevron shares in Q1 2026, an estimated $739K.
Chevron made up 0.43% of Jupiter Wealth Management's portfolio in Q1 2026, its #46 holding.
Jupiter Wealth Management first reported a position in Chevron in Q1 2019 and has held it in 16 quarters since.
Jupiter Wealth Management's Chevron position peaked at $6.94M in Q2 2019.
4,269 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Jupiter Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.