HWA
CVX icon

HHM Wealth Advisors’s Chevron CVX Stock Holding History

HHM Wealth 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 		$591K Buy
3,565
+145
+4% +$27K 0.06% 114
2026
Q1 		$708K Buy
3,420
+719
+27% +$131K 0.08% 90
2025
Q4 		$412K Sell
2,701
-549
-17% -$83.6K 0.05% 131
2025
Q3 		$505K Sell
3,250
-322
-9% -$49.9K 0.06% 118
2025
Q2 		$511K Buy
3,572
+52
+1% +$7.33K 0.06% 114
2025
Q1 		$589K Buy
3,520
+225
+7% +$35.2K 0.08% 95
2024
Q4 		$477K Buy
3,295
+1,560
+90% +$239K 0.06% 109
2024
Q3 		$255K Sell
1,735
-367
-17% -$54.6K 0.04% 148
2024
Q2 		$329K Buy
2,102
+1,247
+146% +$199K 0.05% 126
2024
Q1 		$135K Sell
855
-117
-12% -$17.7K 0.02% 183
2023
Q4 		$145K Buy
972
+170
+21% +$25.7K 0.03% 168
2023
Q3 		$135K Hold
802
– – 0.03% 166
2023
Q2 		$126K Sell
802
-84
-9% -$13.5K 0.02% 182
2023
Q1 		$145K Buy
886
+203
+30% +$34K 0.03% 161
2022
Q4 		$123K Sell
683
-430
-39% -$75K 0.03% 162
2022
Q3 		$160K Sell
1,113
-1,688
-60% -$257K 0.04% 123
2022
Q2 		$406K Sell
2,801
-597
-18% -$98.7K 0.1% 74
2022
Q1 		$553K Sell
3,398
-107
-3% -$15.3K 0.13% 65
2021
Q4 		$411K Hold
3,505
– – 0.1% 81
2021
Q3 		$356K Sell
3,505
-106
-3% -$10.6K 0.1% 83
2021
Q2 		$378K Hold
3,611
– – 0.1% 79
2021
Q1 		$378K Sell
3,611
-504
-12% -$49.2K 0.12% 69
2020
Q4 		$348K Buy
4,115
+219
+6% +$17.7K 0.12% 67
2020
Q3 		$281K Sell
3,896
-92
-2% -$7.74K 0.11% 66
2020
Q2 		$356K Buy
3,988
+290
+8% +$26K 0.15% 56
2020
Q1 		$268K Buy
3,698
+1,681
+83% +$166K 0.13% 65
2019
Q4 		$243K Buy
2,017
+27
+1% +$3.18K 0.12% 71
2019
Q3 		$236K Hold
1,990
– – 0.13% 67
2019
Q2 		$248K Hold
1,990
– – 0.15% 63
2019
Q1 		$245K Sell
1,990
-367
-16% -$43.4K 0.16% 56
2018
Q4 		$256K Buy
+2,357
New +$273K 0.19% 45

Other funds holding CVX

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

HHM Wealth Advisors's CVX Position: Q2 2026 in Review

HHM Wealth Advisors increased its Chevron (CVX) stake by 4.2% in Q2 2026, buying an estimated $27K and bringing the position to 3,565 shares worth $591K. The position accounts for 0.06% of the portfolio, ranked #114.

HHM Wealth Advisors first reported a position in CVX in Q4 2018 and has held it in 31 quarters since. The position peaked at $708K in Q1 2026. 1,420 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • HHM Wealth Advisors held 3,565 shares of Chevron worth $591K as of Q2 2026.
  • HHM Wealth Advisors bought 145 Chevron shares in Q2 2026, an estimated $27K.
  • Chevron made up 0.06% of HHM Wealth Advisors's portfolio in Q2 2026, its #114 holding.
  • HHM Wealth Advisors first reported a position in Chevron in Q4 2018 and has held it in 31 quarters since.
  • HHM Wealth Advisors's Chevron position peaked at $708K in Q1 2026.
  • 1,420 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on HHM Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.