Hollow Brook Wealth Management’s Chevron CVX Stock Holding History

Hollow Brook 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	$6.27M	Buy	37,828 +121	+0.3%	+$22.5K	1.25%	19
2026 Q1	$7.8M	Buy	37,707 +964	+3%	+$176K	1.99%	15
2025 Q4	$5.6M	Sell	36,743 -5,184	-12%	-$790K	1.45%	19
2025 Q3	$6.51M	Buy	41,927 +124	+0.3%	+$19.2K	1.54%	18
2025 Q2	$5.99M	Sell	41,803 -392	-0.9%	-$55.3K	1.74%	17
2025 Q1	$7.06M	Sell	42,195 -1,733	-4%	-$271K	2.07%	12
2024 Q4	$6.36M	Sell	43,928 -4,725	-10%	-$723K	1.95%	16
2024 Q3	$7.17M	Buy	48,653 +3,267	+7%	+$486K	2.12%	12
2024 Q2	$7.1M	Buy	45,386 +2,773	+7%	+$442K	2.41%	9
2024 Q1	$6.72M	Buy	42,613 +2,092	+5%	+$316K	2.49%	9
2023 Q4	$6.04M	Buy	40,521 +556	+1%	+$84.1K	2.41%	9
2023 Q3	$6.74M	Buy	39,965 +883	+2%	+$143K	2.81%	7
2023 Q2	$6.15M	Sell	39,082 -665	-2%	-$107K	2.66%	9
2023 Q1	$6.49M	Buy	39,747 +2,335	+6%	+$391K	3.07%	7
2022 Q4	$6.72M	Buy	37,412 +943	+3%	+$165K	3.21%	8
2022 Q3	$5.24M	Buy	36,469 +881	+2%	+$134K	2.97%	10
2022 Q2	$5.15M	Buy	35,588 +2,251	+7%	+$372K	2.83%	8
2022 Q1	$5.43M	Buy	33,337 +561	+2%	+$80.5K	2.42%	11
2021 Q4	$3.85M	Buy	32,776 +5,044	+18%	+$573K	1.97%	11
2021 Q3	$2.81M	Sell	27,732 -351	-1%	-$35K	1.74%	17
2021 Q2	$2.94M	Buy	28,083 +10,098	+56%	+$1.07M	1.83%	13
2021 Q1	$1.89M	Buy	17,985 +12,790	+246%	+$1.25M	1.24%	24
2020 Q4	$439K	Hold	5,195	–	–	0.26%	37
2020 Q3	$374K	Sell	5,195 -490	-9%	-$41.2K	0.23%	38
2020 Q2	$508K	Buy	5,685 +685	+14%	+$61.3K	0.39%	30
2020 Q1	$362K	Sell	5,000 -100	-2%	-$9.88K	0.34%	31
2019 Q4	$615K	Hold	5,100	–	–	0.32%	35
2019 Q3	$605K	Sell	5,100 -489	-9%	-$59.4K	0.41%	37
2019 Q2	$695K	Buy	5,589 +100	+2%	+$12.1K	0.63%	31
2019 Q1	$676K	Hold	5,489	–	–	0.73%	29
2018 Q4	$597K	Sell	5,489 -5,447	-50%	-$631K	0.64%	32
2018 Q3	$1.34M	Buy	10,936 +12	+0.1%	+$1.46K	1.04%	31
2018 Q2	$1.38M	Buy	10,924 +5,535	+103%	+$687K	1.09%	30
2018 Q1	$615K	Hold	5,389	–	–	0.49%	36
2017 Q4	$675K	Hold	5,389	–	–	0.5%	31
2017 Q3	$633K	Hold	5,389	–	–	0.46%	32
2017 Q2	$562K	Sell	5,389 -241	-4%	-$25.5K	0.39%	33
2017 Q1	$604K	Sell	5,630 -945	-14%	-$106K	0.47%	29
2016 Q4	$774K	Buy	6,575 +75	+1%	+$8.17K	0.48%	32
2016 Q3	$669K	Buy	6,500 +3,600	+124%	+$368K	0.4%	34
2016 Q2	$304K	Sell	2,900 -1,600	-36%	-$161K	0.21%	33
2016 Q1	$429K	Buy	4,500 +1,521	+51%	+$133K	0.26%	33
2015 Q4	$268K	Hold	2,979	–	–	0.13%	42
2015 Q3	$235K	Hold	2,979	–	–	0.11%	45
2015 Q2	$287K	Sell	2,979 -189	-6%	-$19.8K	0.11%	42
2015 Q1	$333K	Buy	3,168 +79	+3%	+$8.43K	0.11%	42
2014 Q4	$347K	Sell	3,089 -1,011	-25%	-$115K	0.11%	45
2014 Q3	$489K	Sell	4,100 -189	-4%	-$24.1K	0.16%	40
2014 Q2	$560K	Hold	4,289	–	–	0.19%	33
2014 Q1	$510K	Buy	4,289 +100	+2%	+$11.6K	0.17%	43
2013 Q4	$523K	Hold	4,189	–	–	0.17%	42
2013 Q3	$509K	Hold	4,189	–	–	0.18%	44
2013 Q2	$496K	Buy	+4,189	New	+$506K	0.18%	40

Other funds holding CVX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Hollow Brook Wealth Management's CVX Position: Q2 2026 in Review

Hollow Brook Wealth Management increased its Chevron (CVX) stake by 0.32% in Q2 2026, buying an estimated $22.5K and bringing the position to 37,828 shares worth $6.27M. The position accounts for 1.25% of the portfolio, ranked #19.

Hollow Brook Wealth Management first reported a position in CVX in Q2 2013 and has held it in 53 quarters since. The position peaked at $7.8M in Q1 2026. 4,110 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

Hollow Brook Wealth Management held 37,828 shares of Chevron worth $6.27M as of Q2 2026.
Hollow Brook Wealth Management bought 121 Chevron shares in Q2 2026, an estimated $22.5K.
Chevron made up 1.25% of Hollow Brook Wealth Management's portfolio in Q2 2026, its #19 holding.
Hollow Brook Wealth Management first reported a position in Chevron in Q2 2013 and has held it in 53 quarters since.
Hollow Brook Wealth Management's Chevron position peaked at $7.8M in Q1 2026.
4,110 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Hollow Brook Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.