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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
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 		$3.21M 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

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Hohimer Wealth Management's CVX Position: Q1 2026 in Review

Hohimer Wealth Management reduced its Chevron (CVX) stake by 38% in Q1 2026, selling an estimated $2.43M and leaving 21,339 shares worth $4.42M. The position accounts for 0.52% of the portfolio, ranked #56.

Hohimer Wealth Management first reported a position in CVX in Q4 2019 and has held it in 26 quarters since. The position peaked at $5.28M in Q4 2025. 4,270 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Hohimer Wealth Management held 21,339 shares of Chevron worth $4.42M as of Q1 2026.
  • Hohimer Wealth Management sold 13,332 Chevron shares in Q1 2026, an estimated $2.43M.
  • Chevron made up 0.52% of Hohimer Wealth Management's portfolio in Q1 2026, its #56 holding.
  • Hohimer Wealth Management first reported a position in Chevron in Q4 2019 and has held it in 26 quarters since.
  • Hohimer Wealth Management's Chevron position peaked at $5.28M in Q4 2025.
  • 4,270 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Hohimer Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.