HighTower Advisors’s Chevron CVX Stock Holding History

HighTower 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
2022 Q2	–	Sell	-23	Closed	-$39K	–	3298
2022 Q1	$39K	Buy	+23	New	+$3.3K	﹤0.01%	3100
2021 Q3	–	Sell	-400	Closed	-$14K	–	3232
2021 Q2	$14K	Buy	+400	New	+$42.2K	﹤0.01%	2976
2021 Q1	–	Sell	-2	Closed	-$10K	–	3095
2020 Q4	$10K	Sell	2 -298	-99%	-$24.1K	﹤0.01%	2518
2020 Q3	$8K	Hold	300	–	–	﹤0.01%	2435
2020 Q2	$11K	Buy	300 +100	+50%	+$8.95K	﹤0.01%	2304
2020 Q1	$8K	Buy	+200	New	+$19.8K	﹤0.01%	2127
2018 Q3	–	Sell	-4,000	Closed	-$9K	–	2315
2018 Q2	$9K	Buy	+4,000	New	+$497K	﹤0.01%	2147
2017 Q3	–	Sell	-1,000	Closed	-$6K	–	2254
2017 Q2	$6K	Hold	1,000	–	–	﹤0.01%	2142
2017 Q1	$9K	Buy	+1,000	New	+$112K	﹤0.01%	2015

Other funds holding CVX

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

HighTower Advisors's CVX Position: Q1 2026 in Review

HighTower Advisors increased its Chevron (CVX) stake by 7.8% in Q1 2026, buying an estimated $42.6M and bringing the position to 3,221,753 shares worth $667M. The position accounts for 0.71% of the portfolio, ranked #22.

HighTower Advisors first reported a position in CVX in Q2 2013 and has held it in 52 quarters since. 4,268 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

HighTower Advisors held 3,221,753 shares of Chevron worth $667M as of Q1 2026.
HighTower Advisors bought 233,638 Chevron shares in Q1 2026, an estimated $42.6M.
Chevron made up 0.71% of HighTower Advisors's portfolio in Q1 2026, its #22 holding.
HighTower Advisors first reported a position in Chevron in Q2 2013 and has held it in 52 quarters since.
4,268 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on HighTower Advisors's 13F filing for Q1 2026, filed 5 May 2026.