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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
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

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

Hofer & Associates's CVX Position: Q2 2026 in Review

Hofer & Associates reduced its Chevron (CVX) stake by 0.5% in Q2 2026, selling an estimated $1.86K and leaving 1,989 shares worth $330K. The position accounts for 0.16% of the portfolio, ranked #50.

Hofer & Associates first reported a position in CVX in Q4 2021 and has held it in 19 quarters since. The position peaked at $414K in Q1 2026. 1,415 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Hofer & Associates held 1,989 shares of Chevron worth $330K as of Q2 2026.
  • Hofer & Associates sold 10 Chevron shares in Q2 2026, an estimated $1.86K.
  • Chevron made up 0.16% of Hofer & Associates's portfolio in Q2 2026, its #50 holding.
  • Hofer & Associates first reported a position in Chevron in Q4 2021 and has held it in 19 quarters since.
  • Hofer & Associates's Chevron position peaked at $414K in Q1 2026.
  • 1,415 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Hofer & Associates's 13F filing for Q2 2026, filed 21 Jul 2026.