Hamilton Capital Partners’s Chevron CVX Stock Holding History

Hamilton Capital Partners’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	$456K	Sell	2,750 -263	-9%	-$49K	0.13%	25
2026 Q1	$623K	Buy	3,013 +263	+10%	+$48K	0.19%	17
2025 Q4	$419K	Hold	2,750	–	–	0.14%	23
2025 Q3	$427K	Hold	2,750	–	–	0.16%	19
2025 Q2	$394K	Hold	2,750	–	–	0.19%	19
2025 Q1	$460K	Hold	2,750	–	–	0.29%	19
2024 Q4	$398K	Buy	+2,750	New	+$421K	0.25%	25

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

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

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Hamilton Capital Partners's CVX Position: Q2 2026 in Review

Hamilton Capital Partners reduced its Chevron (CVX) stake by 8.7% in Q2 2026, selling an estimated $49K and leaving 2,750 shares worth $456K. The position accounts for 0.13% of the portfolio, ranked #25.

Hamilton Capital Partners first reported a position in CVX in Q4 2024 and has held it in 7 quarters since. The position peaked at $623K in Q1 2026. 2,274 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

Hamilton Capital Partners held 2,750 shares of Chevron worth $456K as of Q2 2026.
Hamilton Capital Partners sold 263 Chevron shares in Q2 2026, an estimated $49K.
Chevron made up 0.13% of Hamilton Capital Partners's portfolio in Q2 2026, its #25 holding.
Hamilton Capital Partners first reported a position in Chevron in Q4 2024 and has held it in 7 quarters since.
Hamilton Capital Partners's Chevron position peaked at $623K in Q1 2026.
2,274 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Hamilton Capital Partners's 13F filing for Q2 2026, filed 20 Jul 2026.