Hassell Wealth Management’s Chevron CVX Stock Holding History

Hassell 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	$327K	Buy	+1,858	New	+$346K	0.1%	28

Other funds holding CVX

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

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

Hassell Wealth Management's CVX Position: Q2 2026 in Review

Hassell Wealth Management opened a new position in Chevron (CVX) in Q2 2026: 1,858 shares worth $327K. The stake represents 0.1% of the portfolio and ranks #28 among its holdings.

1,415 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

Hassell Wealth Management held 1,858 shares of Chevron worth $327K as of Q2 2026.
Chevron was a new Hassell Wealth Management position in Q2 2026.
Chevron made up 0.1% of Hassell Wealth Management's portfolio in Q2 2026, its #28 holding.
1,415 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Hassell Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.