Hoxton Planning & Management
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Hoxton Planning & Management’s Chevron CVX Stock Holding History

Hoxton Planning & 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 		$355K Sell
1,740
-34
-2% -$6.7K 0.09% 149
2026
Q2 		$294K Buy
1,774
+62
+4% +$11.5K 0.08% 182
2026
Q1 		$354K Buy
1,712
+35
+2% +$6.38K 0.11% 141
2025
Q4 		$256K Buy
1,677
+32
+2% +$4.87K 0.08% 182
2025
Q3 		$255K Sell
1,645
-154
-9% -$23.8K 0.08% 173
2025
Q2 		$258K Sell
1,799
-556
-24% -$78.4K 0.09% 172
2025
Q1 		$394K Buy
2,355
+168
+8% +$26.3K 0.15% 127
2024
Q4 		$317K Buy
2,187
+51
+2% +$7.81K 0.12% 148
2024
Q3 		$315K Buy
2,136
+638
+43% +$95K 0.12% 150
2024
Q2 		$234K Buy
1,498
+16
+1% +$2.55K 0.11% 139
2024
Q1 		$234K Buy
+1,482
New +$224K 0.11% 140
2023
Q4 		– Sell
-1,367
Closed -$231K – 151
2023
Q3 		$231K Buy
+1,367
New +$221K 0.15% 121
2023
Q2 		– Sell
-1,489
Closed -$243K – 147
2023
Q1 		$243K Buy
1,489
+86
+6% +$14.4K 0.13% 135
2022
Q4 		$252K Buy
+1,403
New +$245K 0.13% 134

Other funds holding CVX

Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Adams Natural Resources Fund
Adams Natural Resources Fund Baltimore, Maryland $857M AUM 41.76% 1-Year Est. Return
Quilter Plc
Quilter Plc London, United Kingdom $6.95B AUM 39.67% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Hoxton Planning & Management's CVX Position: Q3 2026 in Review

Hoxton Planning & Management reduced its Chevron (CVX) stake by 1.9% in Q3 2026, selling an estimated $6.7K and leaving 1,740 shares worth $355K. The position accounts for 0.09% of the portfolio, ranked #149.

Hoxton Planning & Management first reported a position in CVX in Q4 2022 and has held it in 14 quarters since. The position peaked at $394K in Q1 2025. 1,423 funds tracked by Wall St. Rank hold CVX as of Q3 2026.

  • Hoxton Planning & Management held 1,740 shares of Chevron worth $355K as of Q3 2026.
  • Hoxton Planning & Management sold 34 Chevron shares in Q3 2026, an estimated $6.7K.
  • Chevron made up 0.09% of Hoxton Planning & Management's portfolio in Q3 2026, its #149 holding.
  • Hoxton Planning & Management first reported a position in Chevron in Q4 2022 and has held it in 14 quarters since.
  • Hoxton Planning & Management's Chevron position peaked at $394K in Q1 2025.
  • 1,423 funds tracked by Wall St. Rank held Chevron as of Q3 2026.

Based on Hoxton Planning & Management's 13F filing for Q3 2026, filed 15 Oct 2026.