HAG
CVX icon

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
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)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

HF Advisory Group's CVX Position: Q2 2026 in Review

HF Advisory Group sold out of Chevron (CVX) in Q2 2026, closing a stake of 1,159 shares — an estimated $240K sold.

HF Advisory Group first reported a position in CVX in Q4 2022 and held it in 10 quarters. The position peaked at $639K in Q3 2024. 817 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • HF Advisory Group reported no remaining Chevron position as of Q2 2026 after selling out during the quarter.
  • HF Advisory Group sold 1,159 Chevron shares in Q2 2026, an estimated $240K.
  • HF Advisory Group first reported a position in Chevron in Q4 2022 and held it in 10 quarters.
  • HF Advisory Group's Chevron position peaked at $639K in Q3 2024.
  • 817 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on HF Advisory Group's 13F filing for Q2 2026, filed 9 Jul 2026.