HF Advisory Group’s Chevron CVX Stock Holding History

HF Advisory Group’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	$238K	Buy	+1,163	New	+$229K	0.07%	163
2026 Q2	–	Sell	-1,159	Closed	-$240K	–	171
2026 Q1	$240K	Buy	+1,159	New	+$211K	0.08%	156
2025 Q2	–	Sell	-1,220	Closed	-$204K	–	165
2025 Q1	$204K	Buy	+1,220	New	+$191K	0.09%	155
2024 Q4	–	Sell	-4,342	Closed	-$639K	–	160
2024 Q3	$639K	Buy	4,342 +380	+10%	+$56.6K	0.3%	114
2024 Q2	$620K	Buy	3,962 +533	+16%	+$85K	0.32%	107
2024 Q1	$541K	Buy	3,429 +554	+19%	+$83.6K	0.3%	107
2023 Q4	$429K	Buy	2,875 +551	+24%	+$83.3K	0.27%	112
2023 Q3	$397K	Buy	2,324 +900	+63%	+$145K	0.29%	108
2023 Q2	$224K	Buy	1,424 +163	+13%	+$26.1K	0.18%	129
2023 Q1	$206K	Hold	1,261	–	–	0.18%	129
2022 Q4	$226K	Buy	+1,261	New	+$220K	0.23%	122

Other funds holding CVX

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Adams Natural Resources Fund Baltimore, Maryland $857M AUM 41.76% 1-Year Est. Return

Quilter Plc London, United Kingdom $6.95B AUM 39.67% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

HF Advisory Group's CVX Position: Q3 2026 in Review

HF Advisory Group opened a new position in Chevron (CVX) in Q3 2026: 1,163 shares worth $238K. The stake represents 0.07% of the portfolio and ranks #163 among its holdings. This is a return to the name: HF Advisory Group previously reported a position in CVX as recently as Q1 2026.

HF Advisory Group first reported a position in CVX in Q4 2022 and has held it in 11 quarters since. The position peaked at $639K in Q3 2024. 1,423 funds tracked by Wall St. Rank hold CVX as of Q3 2026.

HF Advisory Group held 1,163 shares of Chevron worth $238K as of Q3 2026.
Chevron was a new HF Advisory Group position in Q3 2026.
Chevron made up 0.07% of HF Advisory Group's portfolio in Q3 2026, its #163 holding.
HF Advisory Group first reported a position in Chevron in Q4 2022 and has held it in 11 quarters since.
HF Advisory Group's Chevron position peaked at $639K in Q3 2024.
1,423 funds tracked by Wall St. Rank held Chevron as of Q3 2026.

Based on HF Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.