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HRC Wealth Management’s Chevron CVX Stock Holding History

HRC 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 		$215K Sell
1,299
-139
-10% -$25.9K 0.09% 61
2026
Q1 		$297K Buy
+1,438
New +$262K 0.14% 47
2025
Q4 		– Sell
-1,294
Closed -$201K – 57
2025
Q3 		$201K Buy
+1,294
New +$200K 0.1% 54
2025
Q2 		– Sell
-1,292
Closed -$216K – 52
2025
Q1 		$216K Buy
+1,292
New +$202K 0.13% 49

Other funds holding CVX

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
AACR
ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

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

HRC Wealth Management reduced its Chevron (CVX) stake by 9.7% in Q2 2026, selling an estimated $25.9K and leaving 1,299 shares worth $215K. The position accounts for 0.09% of the portfolio, ranked #61.

HRC Wealth Management first reported a position in CVX in Q1 2025 and has held it in 4 quarters since. The position peaked at $297K in Q1 2026. 1,975 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • HRC Wealth Management held 1,299 shares of Chevron worth $215K as of Q2 2026.
  • HRC Wealth Management sold 139 Chevron shares in Q2 2026, an estimated $25.9K.
  • Chevron made up 0.09% of HRC Wealth Management's portfolio in Q2 2026, its #61 holding.
  • HRC Wealth Management first reported a position in Chevron in Q1 2025 and has held it in 4 quarters since.
  • HRC Wealth Management's Chevron position peaked at $297K in Q1 2026.
  • 1,975 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on HRC Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.