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HRT Financial’s Chevron CVX Stock Holding History

HRT Financial’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
2025
Q4 		– Sell
-37,800
Closed -$5.87M – 3308
2025
Q3 		$5.87M Buy
37,800
+800
+2% +$124K 0.02% 613
2025
Q2 		$5.3M Buy
37,000
+23,200
+168% +$3.27M 0.02% 510
2025
Q1 		$2.31M Hold
13,800
– – 0.01% 753
2024
Q4 		$2M Buy
+13,800
New +$2.11M 0.01% 745
2022
Q2 		– Sell
-1,400
Closed -$227K – 3060
2022
Q1 		$227K Buy
+1,400
New +$201K ﹤0.01% 2416
2021
Q3 		– Sell
-9,300
Closed -$974K – 3368
2021
Q2 		$974K Buy
+9,300
New +$982K 0.01% 1152
2021
Q1 		– Sell
-4,100
Closed -$346K – 2760
2020
Q4 		$346K Buy
+4,100
New +$332K 0.01% 1205

Other funds holding CVX

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

HRT Financial's CVX Position: Q1 2026 in Review

HRT Financial increased its Chevron (CVX) stake by 79% in Q1 2026, buying an estimated $56.7M and bringing the position to 702,280 shares worth $145M. The position accounts for 0.36% of the portfolio, ranked #34.

HRT Financial first reported a position in CVX in Q4 2014 and has held it in 20 quarters since. The position peaked at $229M in Q4 2024. 4,265 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • HRT Financial held 702,280 shares of Chevron worth $145M as of Q1 2026.
  • HRT Financial bought 310,858 Chevron shares in Q1 2026, an estimated $56.7M.
  • Chevron made up 0.36% of HRT Financial's portfolio in Q1 2026, its #34 holding.
  • HRT Financial first reported a position in Chevron in Q4 2014 and has held it in 20 quarters since.
  • HRT Financial's Chevron position peaked at $229M in Q4 2024.
  • 4,265 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on HRT Financial's 13F filing for Q1 2026, filed 14 May 2026.