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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
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

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

HC Advisors's CVX Position: Q1 2026 in Review

HC Advisors reduced its Chevron (CVX) stake by 10% in Q1 2026, selling an estimated $65.5K and leaving 3,103 shares worth $642K. The position accounts for 0.43% of the portfolio, ranked #29.

HC Advisors first reported a position in CVX in Q4 2019 and has held it in 20 quarters since. The position peaked at $987K in Q4 2019. 4,270 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • HC Advisors held 3,103 shares of Chevron worth $642K as of Q1 2026.
  • HC Advisors sold 359 Chevron shares in Q1 2026, an estimated $65.5K.
  • Chevron made up 0.43% of HC Advisors's portfolio in Q1 2026, its #29 holding.
  • HC Advisors first reported a position in Chevron in Q4 2019 and has held it in 20 quarters since.
  • HC Advisors's Chevron position peaked at $987K in Q4 2019.
  • 4,270 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on HC Advisors's 13F filing for Q1 2026, filed 5 May 2026.