HTG Investment Advisors’s Chevron CVX Stock Holding History

HTG Investment Advisors’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	$797K	Sell	4,811 -20	-0.4%	-$3.72K	0.2%	46
2026 Q1	$1,000K	Hold	4,831	–	–	0.28%	38
2025 Q4	$736K	Sell	4,831 -4	-0.1%	-$609	0.23%	40
2025 Q3	$751K	Sell	4,835 -7	-0.1%	-$1.08K	0.25%	38
2025 Q2	$693K	Buy	4,842 +11	+0.2%	+$1.55K	0.26%	38
2025 Q1	$808K	Hold	4,831	–	–	0.34%	32
2024 Q4	$700K	Hold	4,831	–	–	0.32%	36
2024 Q3	$711K	Hold	4,831	–	–	0.34%	36
2024 Q2	$756K	Buy	4,831 +48	+1%	+$7.65K	0.41%	33
2024 Q1	$754K	Hold	4,783	–	–	0.44%	31
2023 Q4	$713K	Hold	4,783	–	–	0.47%	30
2023 Q3	$807K	Buy	4,783 +19	+0.4%	+$3.07K	0.65%	26
2023 Q2	$750K	Hold	4,764	–	–	0.62%	27
2023 Q1	$777K	Sell	4,764 -12	-0.3%	-$2.01K	0.71%	26
2022 Q4	$857K	Buy	+4,776	New	+$833K	0.87%	26

Other funds holding CVX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

HTG Investment Advisors's CVX Position: Q2 2026 in Review

HTG Investment Advisors reduced its Chevron (CVX) stake by 0.41% in Q2 2026, selling an estimated $3.72K and leaving 4,811 shares worth $797K. The position accounts for 0.2% of the portfolio, ranked #46.

HTG Investment Advisors first reported a position in CVX in Q4 2022 and has held it in 15 quarters since. The position peaked at $1,000K in Q1 2026. 4,141 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

HTG Investment Advisors held 4,811 shares of Chevron worth $797K as of Q2 2026.
HTG Investment Advisors sold 20 Chevron shares in Q2 2026, an estimated $3.72K.
Chevron made up 0.2% of HTG Investment Advisors's portfolio in Q2 2026, its #46 holding.
HTG Investment Advisors first reported a position in Chevron in Q4 2022 and has held it in 15 quarters since.
HTG Investment Advisors's Chevron position peaked at $1,000K in Q1 2026.
4,141 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on HTG Investment Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.