HCR Wealth Advisors’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $3.37M | Sell |
20,346
-2
| -0% | -$372 | 0.3% | 51 |
|
|
2026
Q1 | $4.21M | Buy |
20,348
+13
| +0.1% | +$2.37K | 0.44% | 42 |
|
|
2025
Q4 | $3.1M | Buy |
20,335
+184
| +0.9% | +$28K | 0.31% | 56 |
|
|
2025
Q3 | $3.09M | Buy |
20,151
+38
| +0.2% | +$5.88K | 0.32% | 52 |
|
|
2025
Q2 | $2.88M | Sell |
20,113
-6
| -0% | -$846 | 0.34% | 51 |
|
|
2025
Q1 | $3.37M | Buy |
20,119
+19
| +0.1% | +$2.97K | 0.44% | 39 |
|
|
2024
Q4 | $2.91M | Sell |
20,100
-1,364
| -6% | -$209K | 0.36% | 44 |
|
|
2024
Q3 | $3.16M | Sell |
21,464
-222
| -1% | -$33K | 0.41% | 39 |
|
|
2024
Q2 | $3.39M | Buy |
21,686
+165
| +0.8% | +$26.3K | 0.48% | 33 |
|
|
2024
Q1 | $3.39M | Buy |
21,521
+400
| +2% | +$60.4K | 0.51% | 30 |
|
|
2023
Q4 | $3.15M | Buy |
21,121
+3,938
| +23% | +$596K | 0.5% | 34 |
|
|
2023
Q3 | $2.9M | Sell |
17,183
-393
| -2% | -$63.5K | 0.64% | 29 |
|
|
2023
Q2 | $2.77M | Sell |
17,576
-144
| -0.8% | -$23.1K | 0.51% | 35 |
|
|
2023
Q1 | $2.89M | Sell |
17,720
-575
| -3% | -$96.4K | 0.57% | 35 |
|
|
2022
Q4 | $3.28M | Buy |
18,295
+506
| +3% | +$88.3K | 0.69% | 30 |
|
|
2022
Q3 | $2.56M | Sell |
17,789
-120
| -0.7% | -$18.3K | 0.54% | 36 |
|
|
2022
Q2 | $2.59M | Sell |
17,909
-530
| -3% | -$87.6K | 0.52% | 41 |
|
|
2022
Q1 | $3M | Sell |
18,439
-364
| -2% | -$52.2K | 0.49% | 44 |
|
|
2021
Q4 | $2.21M | Buy |
18,803
+309
| +2% | +$35.1K | 0.34% | 67 |
|
|
2021
Q3 | $1.88M | Buy |
18,494
+149
| +0.8% | +$14.9K | 0.31% | 71 |
|
|
2021
Q2 | $1.92M | Buy |
18,345
+87
| +0.5% | +$9.18K | 0.33% | 69 |
|
|
2021
Q1 | $1.91M | Sell |
18,258
-2,722
| -13% | -$266K | 0.38% | 59 |
|
|
2020
Q4 | $1.77M | Buy |
20,980
+1,395
| +7% | +$113K | 0.37% | 56 |
|
|
2020
Q3 | $1.39M | Sell |
19,585
-316
| -2% | -$26.6K | 0.32% | 62 |
|
|
2020
Q2 | $1.76M | Buy |
19,901
+1,099
| +6% | +$98.4K | 0.41% | 40 |
|
|
2020
Q1 | $1.36M | Sell |
18,802
-13,441
| -42% | -$1.33M | 0.39% | 45 |
|
|
2019
Q4 | $3.89M | Buy |
32,243
+1,181
| +4% | +$139K | 0.94% | 19 |
|
|
2019
Q3 | $3.69M | Sell |
31,062
-859
| -3% | -$104K | 1.22% | 13 |
|
|
2019
Q2 | $3.97M | Buy |
31,921
+9,085
| +40% | +$1.1M | 1.13% | 15 |
|
|
2019
Q1 | $2.81M | Sell |
22,836
-10,860
| -32% | -$1.28M | 0.81% | 25 |
|
|
2018
Q4 | $3.67M | Sell |
33,696
-3,012
| -8% | -$349K | 1.18% | 12 |
|
|
2018
Q3 | $4.24M | Buy |
36,708
+19
| +0.1% | +$2.31K | 1.38% | 10 |
|
|
2018
Q2 | $4.6M | Buy |
36,689
+6
| +0% | +$745 | 1.51% | 10 |
|
|
2018
Q1 | $4.18M | Sell |
36,683
-16
| -0% | -$1.91K | 1.45% | 9 |
|
|
2017
Q4 | $4.59M | Buy |
36,699
+3,485
| +10% | +$413K | 1.6% | 8 |
|
|
2017
Q3 | $3.9M | Buy |
33,214
+10
| +0% | +$1.09K | 1.64% | 10 |
|
|
2017
Q2 | $3.46M | Buy |
33,204
+217
| +0.7% | +$23K | 1.71% | 9 |
|
|
2017
Q1 | $3.54M | Buy |
32,987
+434
| +1% | +$48.7K | 1.81% | 8 |
|
|
2016
Q4 | $3.83M | Buy |
+32,553
| New | +$3.54M | 2.02% | 6 |
|
Other funds holding CVX
AACR
HCR Wealth Advisors's CVX Position: Q2 2026 in Review
HCR Wealth Advisors reduced its Chevron (CVX) stake by 0.01% in Q2 2026, selling an estimated $372 and leaving 20,346 shares worth $3.37M. The position accounts for 0.3% of the portfolio, ranked #51.
HCR Wealth Advisors first reported a position in CVX in Q4 2016 and has held it in 39 quarters since. The position peaked at $4.6M in Q2 2018. 2,482 funds tracked by Wall St. Rank hold CVX as of Q2 2026.
- HCR Wealth Advisors held 20,346 shares of Chevron worth $3.37M as of Q2 2026.
- HCR Wealth Advisors sold 2 Chevron shares in Q2 2026, an estimated $372.
- Chevron made up 0.3% of HCR Wealth Advisors's portfolio in Q2 2026, its #51 holding.
- HCR Wealth Advisors first reported a position in Chevron in Q4 2016 and has held it in 39 quarters since.
- HCR Wealth Advisors's Chevron position peaked at $4.6M in Q2 2018.
- 2,482 funds tracked by Wall St. Rank held Chevron as of Q2 2026.
Based on HCR Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.