HFS
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Hughes Financial Services’s Chevron CVX Stock Holding History

Hughes Financial Services’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 		$215K Buy
1,296
+44
+4% +$8.19K 0.03% 82
2026
Q1 		$259K Buy
1,252
+37
+3% +$6.75K 0.04% 67
2025
Q4 		$185K Sell
1,215
-24
-2% -$3.65K 0.03% 83
2025
Q3 		$193K Buy
1,239
+8
+0.6% +$1.24K 0.03% 75
2025
Q2 		$188K Sell
1,231
-36
-3% -$5.08K 0.03% 74
2025
Q1 		$214K Buy
+1,267
New +$198K 0.04% 64

Other funds holding CVX

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

Hughes Financial Services's CVX Position: Q2 2026 in Review

Hughes Financial Services increased its Chevron (CVX) stake by 3.5% in Q2 2026, buying an estimated $8.19K and bringing the position to 1,296 shares worth $215K. The position accounts for 0.03% of the portfolio, ranked #82.

Hughes Financial Services first reported a position in CVX in Q1 2025 and has held it in 6 quarters since. The position peaked at $259K in Q1 2026. 1,193 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Hughes Financial Services held 1,296 shares of Chevron worth $215K as of Q2 2026.
  • Hughes Financial Services bought 44 Chevron shares in Q2 2026, an estimated $8.19K.
  • Chevron made up 0.03% of Hughes Financial Services's portfolio in Q2 2026, its #82 holding.
  • Hughes Financial Services first reported a position in Chevron in Q1 2025 and has held it in 6 quarters since.
  • Hughes Financial Services's Chevron position peaked at $259K in Q1 2026.
  • 1,193 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Hughes Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.