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Hoertkorn Richard Charles’s Chevron CVX Stock Holding History

Hoertkorn Richard Charles’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 		– Sell
-10,342
Closed -$2.14M – 75
2026
Q1 		$2.14M Sell
10,342
-3,370
-25% -$615K 1.76% 20
2025
Q4 		$2.09M Sell
13,712
-100
-0.7% -$15.2K 0.81% 27
2025
Q3 		$2.14M Hold
13,812
– – 0.83% 27
2025
Q2 		$1.98M Sell
13,812
-335
-2% -$47.2K 0.84% 25
2025
Q1 		$2.37M Sell
14,147
-400
-3% -$62.6K 1.09% 23
2024
Q4 		$2.11M Sell
14,547
-200
-1% -$30.6K 0.87% 23
2024
Q3 		$2.17M Hold
14,747
– – 0.94% 24
2024
Q2 		$2.31M Sell
14,747
-350
-2% -$55.8K 1% 23
2024
Q1 		$2.38M Sell
15,097
-200
-1% -$30.2K 1.02% 22
2023
Q4 		$2.28M Hold
15,297
– – 1.03% 23
2023
Q3 		$2.58M Buy
15,297
+100
+0.7% +$16.2K 1.29% 22
2023
Q2 		$2.39M Sell
15,197
-100
-0.7% -$16K 1.15% 22
2023
Q1 		$2.5M Sell
15,297
-125
-0.8% -$21K 1.29% 23
2022
Q4 		$2.77M Sell
15,422
-88
-0.6% -$15.4K 1.47% 21
2022
Q3 		$2.23M Sell
15,510
-100
-0.6% -$15.3K 1.28% 22
2022
Q2 		$2.26M Sell
15,610
-1,100
-7% -$182K 1.24% 22
2022
Q1 		$2.72M Buy
16,710
+150
+0.9% +$21.5K 1.2% 22
2021
Q4 		$1.94M Buy
16,560
+100
+0.6% +$11.4K 0.79% 25
2021
Q3 		$1.67M Buy
16,460
+1,225
+8% +$122K 0.75% 28
2021
Q2 		$1.6M Sell
15,235
-33
-0.2% -$3.48K 0.71% 31
2021
Q1 		$1.6M Hold
15,268
– – 0.79% 29
2020
Q4 		$1.29M Buy
15,268
+3,125
+26% +$253K 0.71% 29
2020
Q3 		$874K Sell
12,143
-200
-2% -$16.8K 0.58% 30
2020
Q2 		$1.1M Hold
12,343
– – 0.75% 27
2020
Q1 		$894K Sell
12,343
-259
-2% -$25.6K 0.73% 27
2019
Q4 		$1.52M Sell
12,602
-25
-0.2% -$2.94K 0.94% 24
2019
Q3 		$1.5M Sell
12,627
-2,661
-17% -$323K 0.97% 25
2019
Q2 		$1.9M Hold
15,288
– – 1.27% 22
2019
Q1 		$1.88M Sell
15,288
-500
-3% -$59.2K 1.25% 22
2018
Q4 		$1.72M Sell
15,788
-400
-2% -$46.3K 1.21% 23
2018
Q3 		$1.98M Hold
16,188
– – 1.17% 23
2018
Q2 		$2.05M Sell
16,188
-127
-0.8% -$15.8K 1.25% 26
2018
Q1 		$1.86M Sell
16,315
-50
-0.3% -$5.98K 1.15% 28
2017
Q4 		$2.05M Buy
16,365
+450
+3% +$53.4K 1.22% 28
2017
Q3 		$1.87M Buy
15,915
+57
+0.4% +$6.22K 1.19% 27
2017
Q2 		$1.65M Sell
15,858
-250
-2% -$26.5K 1.1% 28
2017
Q1 		$1.73M Buy
16,108
+50
+0.3% +$5.61K 1.15% 27
2016
Q4 		$1.89M Buy
16,058
+50
+0.3% +$5.45K 1.31% 26
2016
Q3 		$1.65M Sell
16,008
-2,556
-14% -$261K 1.28% 28
2016
Q2 		$1.95M Hold
18,564
– – 1.55% 25
2016
Q1 		$1.77M Sell
18,564
-9,600
-34% -$840K 1.42% 25
2015
Q4 		$2.53M Sell
28,164
-1,800
-6% -$162K 1.9% 17
2015
Q3 		$2.36M Buy
29,964
+10,000
+50% +$842K 1.86% 20
2015
Q2 		$1.93M Hold
19,964
– – 1.44% 25
2015
Q1 		$2.1M Sell
19,964
-400
-2% -$42.7K 1.56% 24
2014
Q4 		$2.28M Buy
20,364
+100
+0.5% +$11.4K 1.62% 21
2014
Q3 		$2.42M Buy
20,264
+1,020
+5% +$130K 1.79% 20
2014
Q2 		$2.51M Sell
19,244
-100
-0.5% -$12.4K 1.87% 21
2014
Q1 		$2.3M Hold
19,344
– – 1.81% 21
2013
Q4 		$2.42M Buy
+19,344
New +$2.34M 1.87% 21

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

Hoertkorn Richard Charles's CVX Position: Q2 2026 in Review

Hoertkorn Richard Charles sold out of Chevron (CVX) in Q2 2026, closing a stake of 10,342 shares — an estimated $2.14M sold.

Hoertkorn Richard Charles first reported a position in CVX in Q4 2013 and held it in 50 quarters. The position peaked at $2.77M in Q4 2022. 1,262 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Hoertkorn Richard Charles reported no remaining Chevron position as of Q2 2026 after selling out during the quarter.
  • Hoertkorn Richard Charles sold 10,342 Chevron shares in Q2 2026, an estimated $2.14M.
  • Hoertkorn Richard Charles first reported a position in Chevron in Q4 2013 and held it in 50 quarters.
  • Hoertkorn Richard Charles's Chevron position peaked at $2.77M in Q4 2022.
  • 1,262 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Hoertkorn Richard Charles's 13F filing for Q2 2026, filed 23 Jul 2026.