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HB Wealth Management’s Chevron CVX Stock Holding History

HB 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 		$31.9M Buy
192,692
+5,352
+3% +$996K 0.18% 69
2026
Q1 		$38.8M Buy
187,340
+1,318
+0.7% +$240K 0.25% 55
2025
Q4 		$28.4M Sell
186,022
-15,573
-8% -$2.37M 0.18% 68
2025
Q3 		$31.3M Buy
201,595
+38,833
+24% +$6.01M 0.21% 61
2025
Q2 		$23.3M Sell
162,762
-13,667
-8% -$1.93M 0.19% 70
2025
Q1 		$29.5M Buy
176,429
+22,911
+15% +$3.59M 0.25% 58
2024
Q4 		$22.2M Buy
153,518
+12,605
+9% +$1.93M 0.23% 49
2024
Q3 		$20.8M Buy
140,913
+1,084
+0.8% +$161K 0.22% 49
2024
Q2 		$21.9M Buy
139,829
+7,111
+5% +$1.13M 0.26% 46
2024
Q1 		$20.9M Buy
132,718
+2,435
+2% +$367K 0.26% 41
2023
Q4 		$19.4M Buy
130,283
+1,234
+1% +$187K 0.28% 40
2023
Q3 		$21.8M Buy
129,049
+4,955
+4% +$800K 0.35% 31
2023
Q2 		$19.5M Buy
124,094
+13,941
+13% +$2.24M 0.31% 35
2023
Q1 		$18M Buy
110,153
+2,458
+2% +$412K 0.31% 34
2022
Q4 		$19.3M Buy
107,695
+10,745
+11% +$1.88M 0.35% 33
2022
Q3 		$13.9M Buy
96,950
+8,556
+10% +$1.3M 0.3% 38
2022
Q2 		$12.8M Buy
88,394
+34,411
+64% +$5.69M 0.26% 37
2022
Q1 		$8.79M Buy
53,983
+31,291
+138% +$4.49M 0.16% 61
2021
Q4 		$2.66M Buy
+22,692
New +$2.58M 0.05% 138

Other funds holding CVX

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Ninety One (UK)
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
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)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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

HB Wealth Management increased its Chevron (CVX) stake by 2.9% in Q2 2026, buying an estimated $996K and bringing the position to 192,692 shares worth $31.9M. The position accounts for 0.18% of the portfolio, ranked #69.

HB Wealth Management first reported a position in CVX in Q4 2021 and has held it in 19 quarters since. The position peaked at $38.8M in Q1 2026. 2,287 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • HB Wealth Management held 192,692 shares of Chevron worth $31.9M as of Q2 2026.
  • HB Wealth Management bought 5,352 Chevron shares in Q2 2026, an estimated $996K.
  • Chevron made up 0.18% of HB Wealth Management's portfolio in Q2 2026, its #69 holding.
  • HB Wealth Management first reported a position in Chevron in Q4 2021 and has held it in 19 quarters since.
  • HB Wealth Management's Chevron position peaked at $38.8M in Q1 2026.
  • 2,287 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.