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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
2026
Q1 		$61.2M Buy
295,600
+215,900
+271% +$39.4M 0.15% 97
2025
Q4 		$12.1M Sell
79,700
-11,300
-12% -$1.72M 0.04% 379
2025
Q3 		$14.1M Buy
91,000
+43,200
+90% +$6.69M 0.05% 275
2025
Q2 		$6.84M Sell
47,800
-300
-0.6% -$42.3K 0.03% 422
2025
Q1 		$8.05M Buy
48,100
+40,300
+517% +$6.31M 0.05% 285
2024
Q4 		$1.13M Buy
+7,800
New +$1.19M 0.01% 1014
2023
Q4 		– Sell
-3,400
Closed -$573K – 2431
2023
Q3 		$573K Buy
+3,400
New +$549K 0.01% 1336
2023
Q2 		– Sell
-21,200
Closed -$3.46M – 2595
2023
Q1 		$3.46M Buy
21,200
+19,100
+910% +$3.2M 0.04% 370
2022
Q4 		$376K Sell
2,100
-3,600
-63% -$628K 0.01% 1606
2022
Q3 		$818K Buy
+5,700
New +$869K 0.01% 1059
2022
Q2 		– Sell
-1,300
Closed -$211K – 3061
2022
Q1 		$211K Sell
1,300
-6,400
-83% -$918K ﹤0.01% 2461
2021
Q4 		$903K Buy
+7,700
New +$875K 0.01% 1225
2021
Q3 		– Sell
-4,500
Closed -$471K – 3369
2021
Q2 		$471K Sell
4,500
-4,400
-49% -$464K ﹤0.01% 1836
2021
Q1 		$932K Buy
+8,900
New +$869K 0.01% 1235
2019
Q4 		– Sell
-25,200
Closed -$2.99M – 1236
2019
Q3 		$2.99M Buy
+25,200
New +$3.06M 0.14% 117
2019
Q2 		– Sell
-3,300
Closed -$406K – 776
2019
Q1 		$406K Buy
+3,300
New +$390K 0.06% 228

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.