Hoese & Co’s Chevron CVX Stock Holding History

Hoese & Co’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	$73.4K	Buy	443 +425	+2,361%	+$79.1K	0.05%	96
2026 Q1	$3.72K	Hold	18	–	–	﹤0.01%	130
2025 Q4	$2.74K	Hold	18	–	–	﹤0.01%	133
2025 Q3	$2.79K	Sell	18 -150	-89%	-$23.2K	﹤0.01%	123
2025 Q2	$24.1K	Hold	168	–	–	0.02%	120
2025 Q1	$28.1K	Hold	168	–	–	0.02%	91
2024 Q4	$24.3K	Hold	168	–	–	0.02%	101
2024 Q3	$24.7K	Hold	168	–	–	0.02%	92
2024 Q2	$27.3K	Hold	168	–	–	0.02%	78
2024 Q1	$25.5K	Hold	168	–	–	0.02%	81
2023 Q4	$24.1K	Hold	168	–	–	0.02%	88
2023 Q3	$28.3K	Sell	168 -150	-47%	-$24.2K	0.03%	85
2023 Q2	$50K	Hold	318	–	–	0.05%	72
2023 Q1	$51.1K	Hold	318	–	–	0.06%	71
2022 Q4	$58K	Hold	318	–	–	0.06%	73
2022 Q3	$46K	Hold	318	–	–	0.05%	76
2022 Q2	$46K	Sell	318 -200	-39%	-$33.1K	0.05%	82
2022 Q1	$84K	Hold	518	–	–	0.09%	63
2021 Q4	$61K	Buy	518 +18	+4%	+$2.04K	0.06%	80
2021 Q3	$51K	Hold	500	–	–	0.06%	86
2021 Q2	$52K	Sell	500 -134	-21%	-$14.1K	0.06%	85
2021 Q1	$66K	Buy	+634	New	+$61.9K	0.08%	71

Other funds holding CVX

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

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

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

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

Hoese & Co's CVX Position: Q2 2026 in Review

Hoese & Co increased its Chevron (CVX) stake by 2,361% in Q2 2026, buying an estimated $79.1K and bringing the position to 443 shares worth $73.4K. The position accounts for 0.05% of the portfolio, ranked #96.

Hoese & Co first reported a position in CVX in Q1 2021 and has held it in 22 quarters since. The position peaked at $84K in Q1 2022. 1,415 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

Hoese & Co held 443 shares of Chevron worth $73.4K as of Q2 2026.
Hoese & Co bought 425 Chevron shares in Q2 2026, an estimated $79.1K.
Chevron made up 0.05% of Hoese & Co's portfolio in Q2 2026, its #96 holding.
Hoese & Co first reported a position in Chevron in Q1 2021 and has held it in 22 quarters since.
Hoese & Co's Chevron position peaked at $84K in Q1 2022.
1,415 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Hoese & Co's 13F filing for Q2 2026, filed 14 Jul 2026.