Hummer Financial Advisory Services’s Chevron CVX Stock Holding History

Hummer Financial Advisory 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	$743K	Hold	4,483	–	–	0.49%	45
2026 Q1	$928K	Hold	4,483	–	–	0.66%	33
2025 Q4	$683K	Hold	4,483	–	–	0.48%	43
2025 Q3	$696K	Hold	4,483	–	–	0.51%	42
2025 Q2	$642K	Hold	4,483	–	–	0.48%	45
2025 Q1	$750K	Buy	4,483 +250	+6%	+$39.1K	0.61%	35
2024 Q4	$613K	Sell	4,233 -200	-5%	-$30.6K	0.48%	38
2024 Q3	$653K	Hold	4,433	–	–	0.51%	36
2024 Q2	$693K	Sell	4,433 -250	-5%	-$39.9K	0.6%	34
2024 Q1	$739K	Buy	4,683 +250	+6%	+$37.7K	0.61%	34
2023 Q4	$661K	Hold	4,433	–	–	0.6%	33
2023 Q3	$747K	Hold	4,433	–	–	0.76%	27
2023 Q2	$698K	Hold	4,433	–	–	0.68%	31
2023 Q1	$723K	Sell	4,433 -320	-7%	-$53.6K	0.77%	30
2022 Q4	$853K	Hold	4,753	–	–	0.94%	26
2022 Q3	$683K	Sell	4,753 -50	-1%	-$7.63K	0.8%	27
2022 Q2	$695K	Hold	4,803	–	–	0.79%	31
2022 Q1	$782K	Buy	4,803 +370	+8%	+$53.1K	0.71%	30
2021 Q4	$520K	Sell	4,433 -535	-11%	-$60.8K	0.44%	48
2021 Q3	$504K	Hold	4,968	–	–	0.47%	51
2021 Q2	$520K	Hold	4,968	–	–	0.48%	47
2021 Q1	$521K	Buy	4,968 +200	+4%	+$19.5K	0.51%	43
2020 Q4	$403K	Sell	4,768 -200	-4%	-$16.2K	0.42%	59
2020 Q3	$358K	Sell	4,968 -50	-1%	-$4.21K	0.42%	58
2020 Q2	$448K	Buy	5,018 +200	+4%	+$17.9K	0.57%	43
2020 Q1	$349K	Buy	4,818 +170	+4%	+$16.8K	0.53%	51
2019 Q4	$560K	Buy	+4,648	New	+$547K	0.61%	46

Other funds holding CVX

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

AACR

ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Hummer Financial Advisory Services's CVX Position: Q2 2026 in Review

Hummer Financial Advisory Services held its Chevron (CVX) position steady in Q2 2026 at 4,483 shares worth $743K. The position accounts for 0.49% of the portfolio, ranked #45.

Hummer Financial Advisory Services first reported a position in CVX in Q4 2019 and has held it in 27 quarters since. The position peaked at $928K in Q1 2026. 2,046 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

Hummer Financial Advisory Services held 4,483 shares of Chevron worth $743K as of Q2 2026.
Hummer Financial Advisory Services left its Chevron share count unchanged in Q2 2026.
Chevron made up 0.49% of Hummer Financial Advisory Services's portfolio in Q2 2026, its #45 holding.
Hummer Financial Advisory Services first reported a position in Chevron in Q4 2019 and has held it in 27 quarters since.
Hummer Financial Advisory Services's Chevron position peaked at $928K in Q1 2026.
2,046 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Hummer Financial Advisory Services's 13F filing for Q2 2026, filed 7 Jul 2026.