HWM
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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
Q2 		$2.06M Buy
+12,400
New +$2.31M 0.21% 134
2026
Q1 		– Sell
-12,600
Closed -$1.13K – 391
2025
Q4 		$1.13K Sell
12,600
-10,100
-44% -$1.54M ﹤0.01% 316
2025
Q3 		$8.1K Buy
+22,700
New +$3.52M ﹤0.01% 345

Other funds holding CVX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Hohimer Wealth Management's CVX Position: Q2 2026 in Review

Hohimer Wealth Management reduced its Chevron (CVX) stake by 0.53% in Q2 2026, selling an estimated $21K and leaving 21,226 shares worth $3.52M. The position accounts for 0.35% of the portfolio, ranked #86.

Hohimer Wealth Management first reported a position in CVX in Q4 2019 and has held it in 27 quarters since. The position peaked at $5.28M in Q4 2025. 4,123 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Hohimer Wealth Management held 21,226 shares of Chevron worth $3.52M as of Q2 2026.
  • Hohimer Wealth Management sold 113 Chevron shares in Q2 2026, an estimated $21K.
  • Chevron made up 0.35% of Hohimer Wealth Management's portfolio in Q2 2026, its #86 holding.
  • Hohimer Wealth Management first reported a position in Chevron in Q4 2019 and has held it in 27 quarters since.
  • Hohimer Wealth Management's Chevron position peaked at $5.28M in Q4 2025.
  • 4,123 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Hohimer Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.