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Hartford Funds Management’s Chevron CVX Stock Holding History

Hartford Funds 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
2025
Q2 		– Sell
-6,495
Closed -$1.09M – 100
2025
Q1 		$1.09M Sell
6,495
-195
-3% -$30.5K 0.1% 40
2024
Q4 		$969K Buy
6,690
+1,057
+19% +$162K 0.09% 44
2024
Q3 		$830K Sell
5,633
-702
-11% -$104K 0.08% 51
2024
Q2 		$991K Buy
6,335
+849
+15% +$135K 0.09% 33
2024
Q1 		$865K Buy
5,486
+799
+17% +$121K 0.08% 35
2023
Q4 		$699K Buy
4,687
+1,146
+32% +$173K 0.07% 36
2023
Q3 		$597K Buy
3,541
+402
+13% +$64.9K 0.06% 27
2023
Q2 		$494K Buy
3,139
+237
+8% +$38K 0.05% 33
2023
Q1 		$474K Buy
2,902
+551
+23% +$92.4K 0.05% 26
2022
Q4 		$422K Buy
+2,351
New +$410K 0.04% 29

Other funds holding CVX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Hartford Funds Management's CVX Position: Q2 2025 in Review

Hartford Funds Management sold out of Chevron (CVX) in Q2 2025, closing a stake of 6,495 shares — an estimated $1.09M sold.

Hartford Funds Management first reported a position in CVX in Q4 2022 and held it in 10 quarters. The position peaked at $1.09M in Q1 2025. 3,699 funds tracked by Wall St. Rank hold CVX as of Q2 2025.

  • Hartford Funds Management reported no remaining Chevron position as of Q2 2025 after selling out during the quarter.
  • Hartford Funds Management sold 6,495 Chevron shares in Q2 2025, an estimated $1.09M.
  • Hartford Funds Management first reported a position in Chevron in Q4 2022 and held it in 10 quarters.
  • Hartford Funds Management's Chevron position peaked at $1.09M in Q1 2025.
  • 3,699 funds tracked by Wall St. Rank held Chevron as of Q2 2025.

Based on Hartford Funds Management's 13F filing for Q2 2025, filed 7 Aug 2025.