HWP
CVX icon

Hibernia Wealth Partners’s Chevron CVX Stock Holding History

Hibernia Wealth Partners’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 Sell
3,565
-3,495
-50% -$651K 0.32% 39
2026
Q1 		$1.46M Buy
7,060
+487
+7% +$88.8K 0.43% 28
2025
Q4 		$1M Buy
6,573
+3,559
+118% +$542K 0.3% 32
2025
Q3 		$466K Sell
3,014
-4,850
-62% -$751K 0.3% 34
2025
Q2 		$1.13M Buy
7,864
+5,639
+253% +$795K 0.36% 27
2025
Q1 		$372K Buy
2,225
+499
+29% +$78.1K 0.26% 33
2024
Q4 		$250K Sell
1,726
-2,861
-62% -$438K 0.16% 48
2024
Q3 		$675K Buy
4,587
+86
+2% +$12.8K 0.2% 49
2024
Q2 		$704K Buy
4,501
+2,806
+166% +$447K 0.25% 36
2024
Q1 		$267K Buy
+1,695
New +$256K 0.18% 66
2023
Q4 		– Sell
-105
Closed -$17.7K – 129
2023
Q3 		$17.7K Buy
+105
New +$17K 0.01% 131

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

Hibernia Wealth Partners's CVX Position: Q2 2026 in Review

Hibernia Wealth Partners reduced its Chevron (CVX) stake by 50% in Q2 2026, selling an estimated $651K and leaving 3,565 shares worth $591K. The position accounts for 0.32% of the portfolio, ranked #39.

Hibernia Wealth Partners first reported a position in CVX in Q3 2023 and has held it in 11 quarters since. The position peaked at $1.46M in Q1 2026. 1,543 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Hibernia Wealth Partners held 3,565 shares of Chevron worth $591K as of Q2 2026.
  • Hibernia Wealth Partners sold 3,495 Chevron shares in Q2 2026, an estimated $651K.
  • Chevron made up 0.32% of Hibernia Wealth Partners's portfolio in Q2 2026, its #39 holding.
  • Hibernia Wealth Partners first reported a position in Chevron in Q3 2023 and has held it in 11 quarters since.
  • Hibernia Wealth Partners's Chevron position peaked at $1.46M in Q1 2026.
  • 1,543 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Hibernia Wealth Partners's 13F filing for Q2 2026, filed 23 Jul 2026.