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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
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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

HC Advisors's CVX Position: Q2 2026 in Review

HC Advisors reduced its Chevron (CVX) stake by 0.19% in Q2 2026, selling an estimated $1.12K and leaving 3,097 shares worth $513K. The position accounts for 0.31% of the portfolio, ranked #32.

HC Advisors first reported a position in CVX in Q4 2019 and has held it in 21 quarters since. The position peaked at $987K in Q4 2019. 4,133 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • HC Advisors held 3,097 shares of Chevron worth $513K as of Q2 2026.
  • HC Advisors sold 6 Chevron shares in Q2 2026, an estimated $1.12K.
  • Chevron made up 0.31% of HC Advisors's portfolio in Q2 2026, its #32 holding.
  • HC Advisors first reported a position in Chevron in Q4 2019 and has held it in 21 quarters since.
  • HC Advisors's Chevron position peaked at $987K in Q4 2019.
  • 4,133 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on HC Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.