HFG Wealth Management’s Chevron CVX Stock Holding History

HFG 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
2026 Q2	$311K	Sell	1,875 -205	-10%	-$38.2K	0.31%	37
2026 Q1	$430K	Buy	2,080 +5	+0.2%	+$912	0.24%	42
2025 Q4	$316K	Buy	2,075 +6	+0.3%	+$914	0.17%	44
2025 Q3	$321K	Buy	2,069 +524	+34%	+$81.2K	0.17%	44
2025 Q2	$258K	Buy	1,545 +17	+1%	+$2.4K	0.16%	45
2025 Q1	$221K	Sell	1,528 -10	-0.7%	-$1.56K	0.13%	49
2024 Q4	$227K	Sell	1,538 -6,026	-80%	-$922K	0.15%	38
2024 Q3	$1.18M	Hold	7,564	–	–	0.75%	25
2024 Q2	$1.18M	Hold	7,564	–	–	0.75%	25
2024 Q1	$1.19M	Sell	7,564 -53,204	-88%	-$8.03M	0.7%	22
2023 Q4	$9.06M	Buy	+60,768	New	+$9.19M	2.22%	12
2023 Q1	$9.6M	Buy	+58,840	New	+$9.86M	1.99%	13

Other funds holding CVX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

HFG Wealth Management's CVX Position: Q2 2026 in Review

HFG Wealth Management reduced its Chevron (CVX) stake by 9.9% in Q2 2026, selling an estimated $38.2K and leaving 1,875 shares worth $311K. The position accounts for 0.31% of the portfolio, ranked #37.

HFG Wealth Management first reported a position in CVX in Q1 2023 and has held it in 12 quarters since. The position peaked at $9.6M in Q1 2023. 4,123 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

HFG Wealth Management held 1,875 shares of Chevron worth $311K as of Q2 2026.
HFG Wealth Management sold 205 Chevron shares in Q2 2026, an estimated $38.2K.
Chevron made up 0.31% of HFG Wealth Management's portfolio in Q2 2026, its #37 holding.
HFG Wealth Management first reported a position in Chevron in Q1 2023 and has held it in 12 quarters since.
HFG Wealth Management's Chevron position peaked at $9.6M in Q1 2023.
4,123 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on HFG Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.