HMV Wealth Advisors
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HMV Wealth Advisors’s Chevron CVX Stock Holding History

HMV 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
Q3 		$271K Hold
1,326
– – 0.1% 78
2026
Q2 		$220K Buy
1,326
+188
+17% +$35K 0.09% 86
2026
Q1 		$235K Buy
+1,138
New +$208K 0.11% 78

Other funds holding CVX

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

HMV Wealth Advisors's CVX Position: Q3 2026 in Review

HMV Wealth Advisors held its Chevron (CVX) position steady in Q3 2026 at 1,326 shares worth $271K. The position accounts for 0.1% of the portfolio, ranked #78.

HMV Wealth Advisors first reported a position in CVX in Q1 2026 and has held it in 3 quarters since. 1,991 funds tracked by Wall St. Rank hold CVX as of Q3 2026.

  • HMV Wealth Advisors held 1,326 shares of Chevron worth $271K as of Q3 2026.
  • HMV Wealth Advisors left its Chevron share count unchanged in Q3 2026.
  • Chevron made up 0.1% of HMV Wealth Advisors's portfolio in Q3 2026, its #78 holding.
  • HMV Wealth Advisors first reported a position in Chevron in Q1 2026 and has held it in 3 quarters since.
  • 1,991 funds tracked by Wall St. Rank held Chevron as of Q3 2026.

Based on HMV Wealth Advisors's 13F filing for Q3 2026, filed 27 Oct 2026.