Hurlow Wealth Management Group’s Chevron CVX Stock Holding History

Hurlow Wealth Management Group’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	$366K	Sell	2,211 -20	-0.9%	-$3.72K	0.08%	84
2026 Q1	$462K	Buy	2,231 +2	+0.1%	+$365	0.11%	63
2025 Q4	$340K	Sell	2,229 -108	-5%	-$16.4K	0.08%	83
2025 Q3	$363K	Sell	2,337 -340	-13%	-$52.7K	0.09%	75
2025 Q2	$383K	Sell	2,677 -6	-0.2%	-$846	0.11%	79
2025 Q1	$449K	Buy	+2,683	New	+$420K	0.14%	70
2020 Q4	–	Sell	-3,063	Closed	-$221K	–	94
2020 Q3	$221K	Sell	3,063 -141	-4%	-$11.9K	0.2%	82
2020 Q2	$274K	Sell	3,204 -44	-1%	-$3.94K	0.26%	71
2020 Q1	$268K	Sell	3,248 -396	-11%	-$39.1K	0.29%	72
2019 Q4	$422K	Hold	3,644	–	–	0.41%	55
2019 Q3	$423K	Sell	3,644 -80	-2%	-$9.72K	0.45%	50
2019 Q2	$464K	Buy	3,724 +975	+35%	+$118K	0.49%	45
2019 Q1	$330K	Sell	2,749 -30	-1%	-$3.55K	0.35%	68
2018 Q4	$312K	Buy	+2,779	New	+$322K	0.38%	66

Other funds holding CVX

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

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 Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return

Hurlow Wealth Management Group's CVX Position: Q2 2026 in Review

Hurlow Wealth Management Group reduced its Chevron (CVX) stake by 0.9% in Q2 2026, selling an estimated $3.72K and leaving 2,211 shares worth $366K. The position accounts for 0.08% of the portfolio, ranked #84.

Hurlow Wealth Management Group first reported a position in CVX in Q4 2018 and has held it in 14 quarters since. The position peaked at $464K in Q2 2019. 2,445 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

Hurlow Wealth Management Group held 2,211 shares of Chevron worth $366K as of Q2 2026.
Hurlow Wealth Management Group sold 20 Chevron shares in Q2 2026, an estimated $3.72K.
Chevron made up 0.08% of Hurlow Wealth Management Group's portfolio in Q2 2026, its #84 holding.
Hurlow Wealth Management Group first reported a position in Chevron in Q4 2018 and has held it in 14 quarters since.
Hurlow Wealth Management Group's Chevron position peaked at $464K in Q2 2019.
2,445 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Hurlow Wealth Management Group's 13F filing for Q2 2026, filed 5 Aug 2026.