HCWM
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Hidden Cove Wealth Management’s Chevron CVX Stock Holding History

Hidden Cove 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 		$439K Buy
2,646
+471
+22% +$87.7K 0.24% 69
2026
Q1 		$450K Buy
2,175
+219
+11% +$39.9K 0.29% 57
2025
Q4 		$298K Sell
1,956
-31
-2% -$4.72K 0.19% 68
2025
Q3 		$309K Buy
1,987
+105
+6% +$16.3K 0.2% 62
2025
Q2 		$269K Sell
1,882
-134
-7% -$18.9K 0.2% 59
2025
Q1 		$337K Buy
2,016
+152
+8% +$23.8K 0.27% 40
2024
Q4 		$270K Buy
+1,864
New +$285K 0.22% 45

Other funds holding CVX

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 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
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
ANRF
Adams Natural Resources Fund Baltimore, Maryland $763M AUM 29.83% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Hidden Cove Wealth Management's CVX Position: Q2 2026 in Review

Hidden Cove Wealth Management increased its Chevron (CVX) stake by 22% in Q2 2026, buying an estimated $87.7K and bringing the position to 2,646 shares worth $439K. The position accounts for 0.24% of the portfolio, ranked #69.

Hidden Cove Wealth Management first reported a position in CVX in Q4 2024 and has held it in 7 quarters since. The position peaked at $450K in Q1 2026. 1,126 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Hidden Cove Wealth Management held 2,646 shares of Chevron worth $439K as of Q2 2026.
  • Hidden Cove Wealth Management bought 471 Chevron shares in Q2 2026, an estimated $87.7K.
  • Chevron made up 0.24% of Hidden Cove Wealth Management's portfolio in Q2 2026, its #69 holding.
  • Hidden Cove Wealth Management first reported a position in Chevron in Q4 2024 and has held it in 7 quarters since.
  • Hidden Cove Wealth Management's Chevron position peaked at $450K in Q1 2026.
  • 1,126 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Hidden Cove Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.