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 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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

HFG Wealth Management's CVX Position: Q1 2026 in Review

HFG Wealth Management increased its Chevron (CVX) stake by 0.24% in Q1 2026, buying an estimated $912 and bringing the position to 2,080 shares worth $430K. The position accounts for 0.24% of the portfolio, ranked #42.

HFG Wealth Management first reported a position in CVX in Q1 2023 and has held it in 11 quarters since. The position peaked at $9.6M in Q1 2023. 4,265 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

HFG Wealth Management held 2,080 shares of Chevron worth $430K as of Q1 2026.
HFG Wealth Management bought 5 Chevron shares in Q1 2026, an estimated $912.
Chevron made up 0.24% of HFG Wealth Management's portfolio in Q1 2026, its #42 holding.
HFG Wealth Management first reported a position in Chevron in Q1 2023 and has held it in 11 quarters since.
HFG Wealth Management's Chevron position peaked at $9.6M in Q1 2023.
4,265 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on HFG Wealth Management's 13F filing for Q1 2026, filed 23 Apr 2026.