HWM
CVX icon

Hemington Wealth Management’s Chevron CVX Stock Holding History

Hemington 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
2025
Q3 		$330K Buy
2,128
+490
+30% +$75.9K 0.04% 101
2025
Q2 		$234K Sell
1,638
-162
-9% -$22.8K 0.03% 119
2025
Q1 		$301K Buy
1,800
+68
+4% +$10.6K 0.05% 97
2024
Q4 		$250K Buy
1,732
+273
+19% +$41.8K 0.06% 107
2024
Q3 		$217K Buy
+1,459
New +$217K 0.06% 114
2023
Q3 		– Sell
-1,409
Closed -$221K – 92
2023
Q2 		$221K Sell
1,409
-72
-5% -$11.5K 0.09% 95
2023
Q1 		$241K Buy
1,481
+23
+2% +$3.86K 0.1% 90
2022
Q4 		$261K Buy
+1,458
New +$254K 0.11% 85

Other funds holding CVX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
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
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Hemington Wealth Management's CVX Position: Q3 2025 in Review

Hemington Wealth Management increased its Chevron (CVX) stake by 30% in Q3 2025, buying an estimated $75.9K and bringing the position to 2,128 shares worth $330K. The position accounts for 0.04% of the portfolio, ranked #101.

Hemington Wealth Management first reported a position in CVX in Q4 2022 and has held it in 8 quarters since. 3,788 funds tracked by Wall St. Rank hold CVX as of Q3 2025.

  • Hemington Wealth Management held 2,128 shares of Chevron worth $330K as of Q3 2025.
  • Hemington Wealth Management bought 490 Chevron shares in Q3 2025, an estimated $75.9K.
  • Chevron made up 0.04% of Hemington Wealth Management's portfolio in Q3 2025, its #101 holding.
  • Hemington Wealth Management first reported a position in Chevron in Q4 2022 and has held it in 8 quarters since.
  • 3,788 funds tracked by Wall St. Rank held Chevron as of Q3 2025.

Based on Hemington Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.