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 Q3	$311K	Hold	1,875	–	–	0.31%	36
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	+$9.9M	1.99%	13

Other funds holding CVX

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return

HFG Wealth Management's CVX Position: Q3 2026 in Review

HFG Wealth Management held its Chevron (CVX) position steady in Q3 2026 at 1,875 shares worth $311K. The position accounts for 0.31% of the portfolio, ranked #36.

HFG Wealth Management first reported a position in CVX in Q1 2023 and has held it in 13 quarters since. The position peaked at $9.6M in Q1 2023. 2,869 funds tracked by Wall St. Rank hold CVX as of Q3 2026.

HFG Wealth Management held 1,875 shares of Chevron worth $311K as of Q3 2026.
HFG Wealth Management left its Chevron share count unchanged in Q3 2026.
Chevron made up 0.31% of HFG Wealth Management's portfolio in Q3 2026, its #36 holding.
HFG Wealth Management first reported a position in Chevron in Q1 2023 and has held it in 13 quarters since.
HFG Wealth Management's Chevron position peaked at $9.6M in Q1 2023.
2,869 funds tracked by Wall St. Rank held Chevron as of Q3 2026.

Based on HFG Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.