Hohimer Wealth Management
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Hohimer Wealth Management’s Chevron CVX Stock Holding History

Hohimer Wealth Management’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 		$5.64M Buy
27,609
+6,383
+30% +$1.26M 0.55% 40
2026
Q2 		$3.52M Sell
21,226
-113
-0.5% -$21K 0.35% 86
2026
Q1 		$4.42M Sell
21,339
-13,332
-38% -$2.43M 0.52% 56
2025
Q4 		$5.28M Buy
34,671
+4,054
+13% +$617K 0.71% 40
2025
Q3 		$4.75M Buy
30,617
+22,811
+292% +$3.53M 0.66% 38
2025
Q2 		$1.12M Buy
7,806
+154
+2% +$21.7K 0.2% 104
2025
Q1 		$1.28M Buy
7,652
+775
+11% +$121K 0.25% 96
2024
Q4 		$996K Buy
6,877
+2,208
+47% +$338K 0.19% 111
2024
Q3 		$688K Hold
4,669
– – 0.15% 129
2024
Q2 		$730K Sell
4,669
-55
-1% -$8.77K 0.17% 137
2024
Q1 		$745K Buy
4,724
+1,522
+48% +$230K 0.17% 137
2023
Q4 		$478K Sell
3,202
-445
-12% -$67.3K 0.12% 155
2023
Q3 		$615K Hold
3,647
– – 0.18% 133
2023
Q2 		$574K Hold
3,647
– – 0.16% 143
2023
Q1 		$595K Hold
3,647
– – 0.17% 143
2022
Q4 		$655K Sell
3,647
-500
-12% -$87.3K 0.21% 95
2022
Q3 		$596K Hold
4,147
– – 0.19% 131
2022
Q2 		$600K Hold
4,147
– – 0.18% 137
2022
Q1 		$675K Hold
4,147
– – 0.13% 137
2021
Q4 		$487K Sell
4,147
-844
-17% -$95.9K 0.1% 145
2021
Q3 		$506K Sell
4,991
-445
-8% -$44.4K 0.11% 142
2021
Q2 		$569K Sell
5,436
-23,410
-81% -$2.47M 0.12% 142
2021
Q1 		$3.02M Buy
28,846
+2,918
+11% +$285K 0.74% 46
2020
Q4 		$2.19M Sell
25,928
-4,638
-15% -$376K 0.58% 62
2020
Q3 		$2.18M Sell
30,566
-5,345
-15% -$450K 0.62% 49
2020
Q2 		$3.2M Buy
35,911
+76
+0.2% +$6.8K 1.11% 16
2020
Q1 		$3.22M Buy
35,835
+20,416
+132% +$2.02M 1.36% 12
2019
Q4 		$1.86M Buy
+15,419
New +$1.82M 0.65% 57

Other funds holding CVX

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Hohimer Wealth Management's CVX Position: Q3 2026 in Review

Hohimer Wealth Management increased its Chevron (CVX) stake by 30% in Q3 2026, buying an estimated $1.26M and bringing the position to 27,609 shares worth $5.64M. The position accounts for 0.55% of the portfolio, ranked #40.

Hohimer Wealth Management first reported a position in CVX in Q4 2019 and has held it in 28 quarters since. 2,709 funds tracked by Wall St. Rank hold CVX as of Q3 2026.

  • Hohimer Wealth Management held 27,609 shares of Chevron worth $5.64M as of Q3 2026.
  • Hohimer Wealth Management bought 6,383 Chevron shares in Q3 2026, an estimated $1.26M.
  • Chevron made up 0.55% of Hohimer Wealth Management's portfolio in Q3 2026, its #40 holding.
  • Hohimer Wealth Management first reported a position in Chevron in Q4 2019 and has held it in 28 quarters since.
  • 2,709 funds tracked by Wall St. Rank held Chevron as of Q3 2026.

Based on Hohimer Wealth Management's 13F filing for Q3 2026, filed 2 Nov 2026.