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 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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

HTG Investment Advisors's CVX Position: Q1 2026 in Review

HTG Investment Advisors held its Chevron (CVX) position steady in Q1 2026 at 4,831 shares worth $1,000K. The position accounts for 0.28% of the portfolio, ranked #38.

HTG Investment Advisors first reported a position in CVX in Q4 2022 and has held it in 14 quarters since. 4,267 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

HTG Investment Advisors held 4,831 shares of Chevron worth $1,000K as of Q1 2026.
HTG Investment Advisors left its Chevron share count unchanged in Q1 2026.
Chevron made up 0.28% of HTG Investment Advisors's portfolio in Q1 2026, its #38 holding.
HTG Investment Advisors first reported a position in Chevron in Q4 2022 and has held it in 14 quarters since.
4,267 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on HTG Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.