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HFR Wealth Management’s Chevron CVX Stock Holding History

HFR 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 		$415K Hold
2,502
– – 0.1% 40
2026
Q1 		$518K Sell
2,502
-102
-4% -$18.6K 0.13% 38
2025
Q4 		$397K Hold
2,604
– – 0.09% 39
2025
Q3 		$404K Hold
2,604
– – 0.09% 40
2025
Q2 		$373K Sell
2,604
-346
-12% -$48.8K 0.09% 39
2025
Q1 		$494K Sell
2,950
-180
-6% -$28.2K 0.12% 40
2024
Q4 		$453K Sell
3,130
-108
-3% -$16.5K 0.11% 42
2024
Q3 		$477K Hold
3,238
– – 0.12% 41
2024
Q2 		$506K Hold
3,238
– – 0.13% 42
2024
Q1 		$511K Hold
3,238
– – 0.13% 43
2023
Q4 		$483K Buy
3,238
+180
+6% +$27.2K 0.13% 42
2023
Q3 		$516K Buy
3,058
+90
+3% +$14.5K 0.15% 39
2023
Q2 		$467K Hold
2,968
– – 0.13% 41
2023
Q1 		$484K Sell
2,968
-148
-5% -$24.8K 0.14% 41
2022
Q4 		$559K Buy
3,116
+690
+28% +$120K 0.16% 41
2022
Q3 		$349K Hold
2,426
– – 0.11% 43
2022
Q2 		$351K Sell
2,426
-67
-3% -$11.1K 0.11% 45
2022
Q1 		$406K Sell
2,493
-91
-4% -$13.1K 0.11% 46
2021
Q4 		$303K Sell
2,584
-180
-7% -$20.4K 0.08% 50
2021
Q3 		$280K Sell
2,764
-49,622
-95% -$4.95M 0.08% 50
2021
Q2 		$5.49M Buy
+52,386
New +$5.53M 1.65% 35

Other funds holding CVX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

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

HFR Wealth Management held its Chevron (CVX) position steady in Q2 2026 at 2,502 shares worth $415K. The position accounts for 0.1% of the portfolio, ranked #40.

HFR Wealth Management first reported a position in CVX in Q2 2021 and has held it in 21 quarters since. The position peaked at $5.49M in Q2 2021. 4,099 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • HFR Wealth Management held 2,502 shares of Chevron worth $415K as of Q2 2026.
  • HFR Wealth Management left its Chevron share count unchanged in Q2 2026.
  • Chevron made up 0.1% of HFR Wealth Management's portfolio in Q2 2026, its #40 holding.
  • HFR Wealth Management first reported a position in Chevron in Q2 2021 and has held it in 21 quarters since.
  • HFR Wealth Management's Chevron position peaked at $5.49M in Q2 2021.
  • 4,099 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on HFR Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.