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HWG Holdings’s Chevron CVX Stock Holding History

HWG Holdings’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 		$550K Sell
3,316
-15,809
-83% -$2.94M 0.12% 39
2026
Q1 		$3.96M Buy
+19,125
New +$3.49M 1.03% 25
2025
Q2 		– Sell
-10
Closed -$1.67K – 73
2025
Q1 		$1.67K Buy
+10
New +$1.56K ﹤0.01% 124
2024
Q3 		– Sell
-85
Closed -$13.3K – 67
2024
Q2 		$13.3K Buy
+85
New +$13.6K ﹤0.01% 83
2023
Q4 		$2.54K Sell
17
-60
-78% -$9.07K ﹤0.01% 112
2023
Q3 		$13K Hold
77
– – 0.01% 89
2023
Q2 		$12.1K Sell
77
-5,837
-99% -$936K 0.01% 98
2023
Q1 		$965K Sell
5,914
-495
-8% -$83K 0.55% 26
2022
Q4 		$1.15M Buy
6,409
+4,994
+353% +$871K 0.74% 19
2022
Q3 		$203K Buy
+1,415
New +$216K 0.15% 37
2022
Q1 		$531K Sell
3,258
-6,443
-66% -$924K 0.26% 50
2021
Q4 		$1.14M Buy
+9,701
New +$1.1M 0.49% 41
2021
Q2 		$1.37M Sell
13,071
-14,695
-53% -$1.55M 0.59% 34
2021
Q1 		$2.91M Buy
+27,766
New +$2.71M 1.45% 16
2019
Q4 		$54K Buy
449
+80
+22% +$9.42K 0.04% 81
2019
Q3 		$44K Hold
369
– – 0.04% 84
2019
Q2 		$46K Buy
369
+21
+6% +$2.54K 0.04% 86
2019
Q1 		$43K Hold
348
– – 0.04% 50
2018
Q4 		$38K Buy
348
+10
+3% +$1.16K 0.08% 30
2018
Q3 		$41K Hold
338
– – 0.03% 63
2018
Q2 		$43K Hold
338
– – 0.04% 66
2018
Q1 		$39K Sell
338
-7,263
-96% -$868K 0.04% 53
2017
Q4 		$952K Buy
7,601
+4,360
+135% +$517K 0.81% 31
2017
Q3 		$381K Sell
3,241
-875
-21% -$95.5K 0.3% 39
2017
Q2 		$429K Sell
4,116
-15
-0.4% -$1.59K 0.32% 25
2017
Q1 		$444K Sell
4,131
-35,078
-89% -$3.93M 0.56% 28
2016
Q4 		$4.62M Buy
39,209
+34,058
+661% +$3.71M 6.25% 4
2016
Q3 		$530K Sell
5,151
-52,791
-91% -$5.39M 0.56% 29
2016
Q2 		$6.07M Buy
57,942
+6,758
+13% +$680K 5.64% 8
2016
Q1 		$4.88M Buy
+51,184
New +$4.48M 4.37% 6

Other funds holding CVX

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Ninety One (UK)
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
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)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

HWG Holdings's CVX Position: Q2 2026 in Review

HWG Holdings reduced its Chevron (CVX) stake by 83% in Q2 2026, selling an estimated $2.94M and leaving 3,316 shares worth $550K. The position accounts for 0.12% of the portfolio, ranked #39.

HWG Holdings first reported a position in CVX in Q1 2016 and has held it in 30 quarters since. The position peaked at $6.07M in Q2 2016. 2,044 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • HWG Holdings held 3,316 shares of Chevron worth $550K as of Q2 2026.
  • HWG Holdings sold 15,809 Chevron shares in Q2 2026, an estimated $2.94M.
  • Chevron made up 0.12% of HWG Holdings's portfolio in Q2 2026, its #39 holding.
  • HWG Holdings first reported a position in Chevron in Q1 2016 and has held it in 30 quarters since.
  • HWG Holdings's Chevron position peaked at $6.07M in Q2 2016.
  • 2,044 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on HWG Holdings's 13F filing for Q2 2026, filed 14 Jul 2026.