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Hobart Private Capital’s Chevron CVX Stock Holding History

Hobart Private Capital’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 		$269K Sell
1,623
-255
-14% -$47.5K 0.05% 124
2026
Q1 		$389K Buy
1,878
+156
+9% +$28.4K 0.08% 91
2025
Q4 		$262K Buy
1,722
+141
+9% +$21.5K 0.05% 115
2025
Q3 		$245K Buy
+1,581
New +$245K 0.05% 111
2021
Q3 		– Sell
-2,700
Closed -$283K – 99
2021
Q2 		$283K Sell
2,700
-214
-7% -$22.6K 0.12% 105
2021
Q1 		$305K Sell
2,914
-1,862
-39% -$182K 0.12% 109
2020
Q4 		$403K Sell
4,776
-1,936
-29% -$157K 0.18% 102
2020
Q3 		$483K Sell
6,712
-6,049
-47% -$509K 0.25% 83
2020
Q2 		$1.14M Sell
12,761
-710
-5% -$63.6K 0.64% 32
2020
Q1 		$976K Sell
13,471
-2,458
-15% -$243K 0.67% 42
2019
Q4 		$1.92M Buy
15,929
+1,052
+7% +$124K 1.18% 21
2019
Q3 		$1.76M Buy
14,877
+154
+1% +$18.7K 1.2% 18
2019
Q2 		$1.83M Sell
14,723
-533
-3% -$64.4K 1.28% 17
2019
Q1 		$1.88M Buy
15,256
+1,691
+12% +$200K 1.43% 15
2018
Q4 		$1.48M Sell
13,565
-67
-0.5% -$7.76K 1.26% 25
2018
Q3 		$1.67M Sell
13,632
-100
-0.7% -$12.1K 1.28% 23
2018
Q2 		$1.74M Sell
13,732
-4,786
-26% -$594K 1.41% 19
2018
Q1 		$2.11M Sell
18,518
-58
-0.3% -$6.93K 1.85% 12
2017
Q4 		$2.33M Buy
+18,576
New +$2.2M 2.07% 11

Other funds holding CVX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Hobart Private Capital's CVX Position: Q2 2026 in Review

Hobart Private Capital reduced its Chevron (CVX) stake by 14% in Q2 2026, selling an estimated $47.5K and leaving 1,623 shares worth $269K. The position accounts for 0.05% of the portfolio, ranked #124.

Hobart Private Capital first reported a position in CVX in Q4 2017 and has held it in 19 quarters since. The position peaked at $2.33M in Q4 2017. 4,118 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Hobart Private Capital held 1,623 shares of Chevron worth $269K as of Q2 2026.
  • Hobart Private Capital sold 255 Chevron shares in Q2 2026, an estimated $47.5K.
  • Chevron made up 0.05% of Hobart Private Capital's portfolio in Q2 2026, its #124 holding.
  • Hobart Private Capital first reported a position in Chevron in Q4 2017 and has held it in 19 quarters since.
  • Hobart Private Capital's Chevron position peaked at $2.33M in Q4 2017.
  • 4,118 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Hobart Private Capital's 13F filing for Q2 2026, filed 6 Jul 2026.