HIA
CVX icon

HFM Investment Advisors’s Chevron CVX Stock Holding History

HFM Investment Advisors’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 		$7.79K Sell
47
-35
-43% -$6.51K ﹤0.01% 138
2026
Q1 		$17K Sell
82
-40
-33% -$7.29K 0.01% 98
2025
Q4 		$18.6K Buy
122
+83
+213% +$12.6K 0.01% 97
2025
Q3 		$6.06K Buy
39
+7
+22% +$1.08K ﹤0.01% 114
2025
Q2 		$4.58K Buy
32
+18
+129% +$2.54K ﹤0.01% 123
2025
Q1 		$2.34K Buy
+14
New +$2.19K ﹤0.01% 128

Other funds holding CVX

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
AACR
ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

HFM Investment Advisors's CVX Position: Q2 2026 in Review

HFM Investment Advisors reduced its Chevron (CVX) stake by 43% in Q2 2026, selling an estimated $6.51K and leaving 47 shares worth $7.79K. The position accounts for ﹤0.01% of the portfolio, ranked #138.

HFM Investment Advisors first reported a position in CVX in Q1 2025 and has held it in 6 quarters since. The position peaked at $18.6K in Q4 2025. 2,286 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • HFM Investment Advisors held 47 shares of Chevron worth $7.79K as of Q2 2026.
  • HFM Investment Advisors sold 35 Chevron shares in Q2 2026, an estimated $6.51K.
  • Chevron made up ﹤0.01% of HFM Investment Advisors's portfolio in Q2 2026, its #138 holding.
  • HFM Investment Advisors first reported a position in Chevron in Q1 2025 and has held it in 6 quarters since.
  • HFM Investment Advisors's Chevron position peaked at $18.6K in Q4 2025.
  • 2,286 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on HFM Investment Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.