Hofer & Associates
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Hofer & Associates’s Chevron CVX Stock Holding History

Hofer & Associates’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 		– Sell
-1,989
Closed -$330K – 94
2026
Q2 		$330K Sell
1,989
-10
-0.5% -$1.86K 0.16% 50
2026
Q1 		$414K Buy
1,999
+87
+5% +$15.9K 0.22% 42
2025
Q4 		$291K Buy
1,912
+136
+8% +$20.7K 0.15% 48
2025
Q3 		$276K Buy
1,776
+126
+8% +$19.5K 0.16% 48
2025
Q2 		$236K Sell
1,650
-192
-10% -$27.1K 0.15% 50
2025
Q1 		$308K Buy
1,842
+96
+5% +$15K 0.21% 48
2024
Q4 		$253K Buy
1,746
+94
+6% +$14.4K 0.17% 54
2024
Q3 		$243K Buy
1,652
+138
+9% +$20.5K 0.17% 54
2024
Q2 		$237K Buy
1,514
+86
+6% +$13.7K 0.18% 52
2024
Q1 		$225K Sell
1,428
-42
-3% -$6.34K 0.19% 51
2023
Q4 		$219K Buy
1,470
+195
+15% +$29.5K 0.2% 51
2023
Q3 		$215K Hold
1,275
– – 0.22% 48
2023
Q2 		$201K Sell
1,275
-530
-29% -$85K 0.19% 51
2023
Q1 		$324K Hold
1,805
– – 0.32% 36
2022
Q4 		$324K Sell
1,805
-50
-3% -$8.72K 0.32% 36
2022
Q3 		$267K Sell
1,855
-8
-0.4% -$1.22K 0.29% 40
2022
Q2 		$270K Buy
1,863
+11
+0.6% +$1.82K 0.28% 43
2022
Q1 		$302K Hold
1,852
– – 0.27% 43
2021
Q4 		$217K Buy
+1,852
New +$210K 0.2% 47

Other funds holding CVX

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $142B AUM 43.93% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Hofer & Associates's CVX Position: Q3 2026 in Review

Hofer & Associates sold out of Chevron (CVX) in Q3 2026, closing a stake of 1,989 shares — an estimated $330K sold.

Hofer & Associates first reported a position in CVX in Q4 2021 and held it in 19 quarters. The position peaked at $414K in Q1 2026. 3,233 funds tracked by Wall St. Rank hold CVX as of Q3 2026.

  • Hofer & Associates reported no remaining Chevron position as of Q3 2026 after selling out during the quarter.
  • Hofer & Associates sold 1,989 Chevron shares in Q3 2026, an estimated $330K.
  • Hofer & Associates first reported a position in Chevron in Q4 2021 and held it in 19 quarters.
  • Hofer & Associates's Chevron position peaked at $414K in Q1 2026.
  • 3,233 funds tracked by Wall St. Rank held Chevron as of Q3 2026.

Based on Hofer & Associates's 13F filing for Q3 2026, filed 13 Oct 2026.