H&H Retirement Design & Management’s Chevron CVX Stock Holding History

H&H Retirement Design & 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	$295K	Buy	1,537 +22	+1%	+$4.09K	0.13%	80
2026 Q1	$289K	Sell	1,515 -62	-4%	-$11.3K	0.14%	84
2025 Q4	$274K	Hold	1,577	–	–	0.14%	69
2025 Q3	$245K	Buy	1,577 +6	+0.4%	+$929	0.13%	75
2025 Q2	$235K	Sell	1,571 -5	-0.3%	-$705	0.13%	77
2025 Q1	$211K	Buy	1,576 +5	+0.3%	+$783	0.14%	71
2024 Q4	$246K	Hold	1,571	–	–	0.15%	71
2024 Q3	$232K	Hold	1,571	–	–	0.14%	70
2024 Q2	$247K	Sell	1,571 -21	-1%	-$3.35K	0.15%	79
2024 Q1	$258K	Buy	1,592 +21	+1%	+$3.17K	0.17%	76
2023 Q4	$242K	Sell	1,571 -18	-1%	-$2.72K	0.15%	56
2023 Q3	$261K	Hold	1,589	–	–	0.18%	50
2023 Q2	$250K	Sell	1,589 -3	-0.2%	-$481	0.17%	47
2023 Q1	$274K	Buy	1,592 +25	+2%	+$4.19K	0.17%	44
2022 Q4	$278K	Buy	1,567 +3	+0.2%	+$524	0.23%	63
2022 Q3	$250K	Sell	1,564 -290	-16%	-$44.2K	0.24%	63
2022 Q2	$298K	Hold	1,854	–	–	0.22%	63
2022 Q1	$315K	Hold	1,854	–	–	0.21%	46
2021 Q4	$250K	Buy	+1,854	New	+$211K	0.16%	63

Other funds holding CVX

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

AACR

ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

H&H Retirement Design & Management's CVX Position: Q2 2026 in Review

H&H Retirement Design & Management increased its Chevron (CVX) stake by 1.5% in Q2 2026, buying an estimated $4.09K and bringing the position to 1,537 shares worth $295K. The position accounts for 0.13% of the portfolio, ranked #80.

H&H Retirement Design & Management first reported a position in CVX in Q4 2021 and has held it in 19 quarters since. The position peaked at $315K in Q1 2022. 2,399 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

H&H Retirement Design & Management held 1,537 shares of Chevron worth $295K as of Q2 2026.
H&H Retirement Design & Management bought 22 Chevron shares in Q2 2026, an estimated $4.09K.
Chevron made up 0.13% of H&H Retirement Design & Management's portfolio in Q2 2026, its #80 holding.
H&H Retirement Design & Management first reported a position in Chevron in Q4 2021 and has held it in 19 quarters since.
H&H Retirement Design & Management's Chevron position peaked at $315K in Q1 2022.
2,399 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on H&H Retirement Design & Management's 13F filing for Q2 2026, filed 31 Jul 2026.