CHJWM
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Carlton Hofferkamp & Jenks Wealth Management’s Chevron CVX Stock Holding History

Carlton Hofferkamp & Jenks 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 		$2.49M Sell
12,919
-467
-3% -$86.9K 0.8% 29
2026
Q1 		$2.47M Sell
13,386
-2,744
-17% -$500K 0.83% 29
2025
Q4 		$2.46M Sell
16,130
-172
-1% -$26.2K 0.82% 32
2025
Q3 		$2.53M Buy
16,302
+345
+2% +$53.4K 0.85% 32
2025
Q2 		$2.45M Sell
15,957
-422
-3% -$59.5K 0.89% 29
2025
Q1 		$2.22M Buy
16,379
+19
+0.1% +$2.97K 0.92% 28
2024
Q4 		$2.5M Sell
16,360
-128
-0.8% -$19.6K 0.92% 28
2024
Q3 		$2.54M Sell
16,488
-251
-1% -$37.4K 0.97% 28
2024
Q2 		$2.67M Sell
16,739
-61
-0.4% -$9.73K 1.04% 25
2024
Q1 		$2.78M Sell
16,800
-616
-4% -$93K 1.17% 22
2023
Q4 		$2.52M Buy
17,416
+207
+1% +$31.3K 1.05% 23
2023
Q3 		$2.68M Buy
17,209
+417
+2% +$67.4K 1.25% 19
2023
Q2 		$2.68M Buy
16,792
+180
+1% +$28.9K 1.18% 21
2023
Q1 		$2.61M Sell
16,612
-615
-4% -$103K 1.19% 20
2022
Q4 		$3.09M Sell
17,227
-79
-0.5% -$13.8K 1.36% 16
2022
Q3 		$3M Sell
17,306
-174
-1% -$26.5K 1.41% 14
2022
Q2 		$2.5M Sell
17,480
-420
-2% -$69.4K 1.15% 21
2022
Q1 		$3.04M Sell
17,900
-560
-3% -$80.3K 1.25% 18
2021
Q4 		$2.45M Sell
18,460
-24
-0.1% -$2.73K 1.03% 25
2021
Q3 		$2.13M Buy
18,484
+647
+4% +$64.5K 0.86% 32
2021
Q2 		$1.76M Buy
17,837
+279
+2% +$29.5K 0.76% 38
2021
Q1 		$1.8M Buy
17,558
+15
+0.1% +$1.47K 0.8% 34
2020
Q4 		$1.66M Sell
17,543
-1,401
-7% -$113K 0.82% 35
2020
Q3 		$1.56M Buy
18,944
+2,354
+14% +$198K 0.82% 34
2020
Q2 		$1.49M Buy
16,590
+3,587
+28% +$321K 0.85% 33
2020
Q1 		$1.23M Buy
13,003
+530
+4% +$52.4K 0.76% 38
2019
Q4 		$1.38M Buy
12,473
+329
+3% +$38.8K 0.78% 38
2019
Q3 		$1.39M Buy
12,144
+1
+0% +$121 0.86% 33
2019
Q2 		$1.51M Buy
12,143
+243
+2% +$29.4K 0.91% 33
2019
Q1 		$1.47M Buy
11,900
+1,368
+13% +$162K 0.92% 30
2018
Q4 		$1.15M Buy
10,532
+2,221
+27% +$257K 0.82% 32
2018
Q3 		$1.02M Buy
8,311
+2
+0% +$243 0.62% 44
2018
Q2 		$1.03M Sell
8,309
-158
-2% -$19.6K 0.66% 41
2018
Q1 		$949K Sell
8,467
-199
-2% -$23.8K 0.64% 44
2017
Q4 		$1.08M Buy
8,666
+2
+0% +$237 0.68% 44
2017
Q3 		$1.02M Buy
8,664
+848
+11% +$92.6K 0.65% 44
2017
Q2 		$815K Sell
7,816
-373
-5% -$39.5K 0.55% 49
2017
Q1 		$879K Buy
8,189
+767
+10% +$86K 0.61% 44
2016
Q4 		$873K Sell
7,422
-148
-2% -$16.1K 0.64% 41
2016
Q3 		$779K Buy
7,570
+1
+0% +$102 0.61% 42
2016
Q2 		$793K Sell
7,569
-1,748
-19% -$176K 0.63% 42
2016
Q1 		$888K Buy
9,317
+37
+0.4% +$3.24K 0.72% 41
2015
Q4 		$824K Buy
9,280
+1,877
+25% +$169K 0.71% 39
2015
Q3 		$583K Buy
7,403
+541
+8% +$45.5K 0.57% 46
2015
Q2 		$659K Buy
6,862
+3,176
+86% +$333K 0.61% 43
2015
Q1 		$387K Buy
+3,686
New +$393K 0.39% 52

Other funds holding CVX

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Carlton Hofferkamp & Jenks Wealth Management's CVX Position: Q2 2026 in Review

Carlton Hofferkamp & Jenks Wealth Management reduced its Chevron (CVX) stake by 3.5% in Q2 2026, selling an estimated $86.9K and leaving 12,919 shares worth $2.49M. The position accounts for 0.8% of the portfolio, ranked #29.

Carlton Hofferkamp & Jenks Wealth Management first reported a position in CVX in Q1 2015 and has held it in 46 quarters since. The position peaked at $3.09M in Q4 2022. 1,608 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Carlton Hofferkamp & Jenks Wealth Management held 12,919 shares of Chevron worth $2.49M as of Q2 2026.
  • Carlton Hofferkamp & Jenks Wealth Management sold 467 Chevron shares in Q2 2026, an estimated $86.9K.
  • Chevron made up 0.8% of Carlton Hofferkamp & Jenks Wealth Management's portfolio in Q2 2026, its #29 holding.
  • Carlton Hofferkamp & Jenks Wealth Management first reported a position in Chevron in Q1 2015 and has held it in 46 quarters since.
  • Carlton Hofferkamp & Jenks Wealth Management's Chevron position peaked at $3.09M in Q4 2022.
  • 1,608 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Carlton Hofferkamp & Jenks Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.