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HUB Investment Partners’s Chevron CVX Stock Holding History

HUB Investment Partners’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 		$9.07M Buy
54,694
+2,329
+4% +$433K 0.16% 119
2026
Q1 		$10.8M Buy
52,365
+8,476
+19% +$1.55M 0.26% 75
2025
Q4 		$6.69M Buy
+43,889
New +$6.68M 0.17% 112
2025
Q3 		– Sell
-36,082
Closed -$5.17M – 889
2025
Q2 		$5.17M Sell
36,082
-2,780
-7% -$392K 0.17% 110
2025
Q1 		$6.5M Buy
38,862
+2,370
+6% +$371K 0.26% 98
2024
Q4 		$5.29M Sell
36,492
-39,932
-52% -$6.11M 0.22% 103
2024
Q3 		$11.3M Buy
76,424
+4,047
+6% +$602K 0.49% 58
2024
Q2 		$11.3M Buy
72,377
+6,100
+9% +$973K 0.43% 54
2024
Q1 		$10.5M Buy
66,277
+13,025
+24% +$1.97M 0.57% 48
2023
Q4 		$7.94M Buy
53,252
+17,091
+47% +$2.58M 0.54% 46
2023
Q3 		$6.1M Buy
36,161
+2,208
+7% +$357K 0.92% 26
2023
Q2 		$5.34M Buy
33,953
+9,365
+38% +$1.5M 0.89% 30
2023
Q1 		$4.01M Buy
24,588
+1,619
+7% +$271K 0.83% 30
2022
Q4 		$4.12M Buy
22,969
+1,160
+5% +$202K 0.9% 24
2022
Q3 		$3.13M Buy
21,809
+241
+1% +$36.8K 0.94% 25
2022
Q2 		$3.12M Buy
21,568
+1,492
+7% +$247K 0.97% 22
2022
Q1 		$3.27M Sell
20,076
-1,851
-8% -$265K 0.77% 29
2021
Q4 		$2.57M Buy
21,927
+17,926
+448% +$2.04M 0.6% 42
2021
Q3 		$406K Buy
4,001
+473
+13% +$47.2K 0.1% 143
2021
Q2 		$370K Sell
3,528
-2,389
-40% -$252K 0.1% 141
2021
Q1 		$620K Buy
5,917
+611
+12% +$59.7K 0.18% 110
2020
Q4 		$382K Buy
+5,306
New +$430K 0.17% 108

Other funds holding CVX

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
AACR
ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return

HUB Investment Partners's CVX Position: Q2 2026 in Review

HUB Investment Partners increased its Chevron (CVX) stake by 4.4% in Q2 2026, buying an estimated $433K and bringing the position to 54,694 shares worth $9.07M. The position accounts for 0.16% of the portfolio, ranked #119.

HUB Investment Partners first reported a position in CVX in Q4 2020 and has held it in 22 quarters since. The position peaked at $11.3M in Q2 2024. 2,430 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • HUB Investment Partners held 54,694 shares of Chevron worth $9.07M as of Q2 2026.
  • HUB Investment Partners bought 2,329 Chevron shares in Q2 2026, an estimated $433K.
  • Chevron made up 0.16% of HUB Investment Partners's portfolio in Q2 2026, its #119 holding.
  • HUB Investment Partners first reported a position in Chevron in Q4 2020 and has held it in 22 quarters since.
  • HUB Investment Partners's Chevron position peaked at $11.3M in Q2 2024.
  • 2,430 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on HUB Investment Partners's 13F filing for Q2 2026, filed 31 Jul 2026.