HC Advisors
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HC Advisors’s Chevron CVX Stock Holding History

HC Advisors’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
Q3 		$671K Buy
3,287
+190
+6% +$37.4K 0.39% 28
2026
Q2 		$513K Sell
3,097
-6
-0.2% -$1.12K 0.31% 32
2026
Q1 		$642K Sell
3,103
-359
-10% -$65.5K 0.43% 29
2025
Q4 		$528K Buy
3,462
+16
+0.5% +$2.44K 0.37% 29
2025
Q3 		$535K Buy
3,446
+1
+0% +$155 0.38% 29
2025
Q2 		$493K Sell
3,445
-290
-8% -$40.9K 0.35% 31
2025
Q1 		$625K Sell
3,735
-44
-1% -$6.89K 0.47% 29
2024
Q4 		$547K Buy
3,779
+386
+11% +$59.1K 0.44% 28
2024
Q3 		$500K Buy
3,393
+91
+3% +$13.5K 0.41% 28
2024
Q2 		$517K Sell
3,302
-1,942
-37% -$310K 0.48% 25
2024
Q1 		$827K Buy
5,244
+30
+0.6% +$4.53K 0.39% 46
2023
Q4 		$778K Buy
5,214
+118
+2% +$17.8K 0.44% 43
2023
Q3 		$859K Buy
5,096
+1,461
+40% +$236K 0.51% 37
2023
Q2 		$572K Buy
3,635
+200
+6% +$32.1K 0.33% 50
2023
Q1 		$560K Buy
3,435
+181
+6% +$30.3K 0.35% 48
2022
Q4 		$584K Sell
3,254
-229
-7% -$40K 0.4% 42
2022
Q3 		$501K Buy
3,483
+135
+4% +$20.6K 0.34% 48
2022
Q2 		$485K Buy
3,348
+351
+12% +$58K 0.35% 46
2022
Q1 		$488K Buy
+2,997
New +$430K 0.31% 45
2021
Q2 		– Sell
-1,962
Closed -$206K – 86
2021
Q1 		$206K Buy
+1,962
New +$192K 0.13% 77
2020
Q3 		– Sell
-7,269
Closed -$649K – 78
2020
Q2 		$649K Buy
+7,269
New +$651K 0.54% 40
2020
Q1 		– Sell
-8,192
Closed -$987K – 33
2019
Q4 		$987K Buy
+8,192
New +$965K 1.02% 25

Other funds holding CVX

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

HC Advisors's CVX Position: Q3 2026 in Review

HC Advisors increased its Chevron (CVX) stake by 6.1% in Q3 2026, buying an estimated $37.4K and bringing the position to 3,287 shares worth $671K. The position accounts for 0.39% of the portfolio, ranked #28.

HC Advisors first reported a position in CVX in Q4 2019 and has held it in 22 quarters since. The position peaked at $987K in Q4 2019. 3,810 funds tracked by Wall St. Rank hold CVX as of Q3 2026.

  • HC Advisors held 3,287 shares of Chevron worth $671K as of Q3 2026.
  • HC Advisors bought 190 Chevron shares in Q3 2026, an estimated $37.4K.
  • Chevron made up 0.39% of HC Advisors's portfolio in Q3 2026, its #28 holding.
  • HC Advisors first reported a position in Chevron in Q4 2019 and has held it in 22 quarters since.
  • HC Advisors's Chevron position peaked at $987K in Q4 2019.
  • 3,810 funds tracked by Wall St. Rank held Chevron as of Q3 2026.

Based on HC Advisors's 13F filing for Q3 2026, filed 12 Nov 2026.