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 Q3	$265K	Sell	1,298 -1	-0.1%	-$197	0.11%	54
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

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

HRC Wealth Management's CVX Position: Q3 2026 in Review

HRC Wealth Management reduced its Chevron (CVX) stake by 0.08% in Q3 2026, selling an estimated $197 and leaving 1,298 shares worth $265K. The position accounts for 0.11% of the portfolio, ranked #54.

HRC Wealth Management first reported a position in CVX in Q1 2025 and has held it in 5 quarters since. The position peaked at $297K in Q1 2026. 2,709 funds tracked by Wall St. Rank hold CVX as of Q3 2026.

HRC Wealth Management held 1,298 shares of Chevron worth $265K as of Q3 2026.
HRC Wealth Management sold 1 Chevron share in Q3 2026, an estimated $197.
Chevron made up 0.11% of HRC Wealth Management's portfolio in Q3 2026, its #54 holding.
HRC Wealth Management first reported a position in Chevron in Q1 2025 and has held it in 5 quarters since.
HRC Wealth Management's Chevron position peaked at $297K in Q1 2026.
2,709 funds tracked by Wall St. Rank held Chevron as of Q3 2026.

Based on HRC Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.