James Hambro & Partners’s Chevron CVX Stock Holding History

James Hambro & 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 Q3	$5.17M	Hold	25,300	–	–	0.18%	27
2026 Q2	$4.19M	Hold	25,300	–	–	0.15%	29
2026 Q1	$5.23M	Buy	25,300 +500	+2%	+$91.2K	0.21%	28
2025 Q4	$3.78M	Buy	24,800 +20,000	+417%	+$3.05M	0.14%	27
2025 Q3	$745K	Hold	4,800	–	–	0.03%	37
2025 Q2	$687K	Hold	4,800	–	–	0.03%	34
2025 Q1	$804K	Hold	4,800	–	–	0.03%	37
2024 Q4	$696K	Hold	4,800	–	–	0.03%	40
2024 Q3	$707K	Sell	4,800 -17	-0.4%	-$2.53K	0.03%	38
2024 Q2	$753K	Sell	4,817 -79	-2%	-$12.6K	0.04%	35
2024 Q1	$772K	Buy	4,896 +79	+2%	+$11.9K	0.04%	36
2023 Q4	$718K	Sell	4,817 -45	-0.9%	-$6.81K	0.04%	35
2023 Q3	$820K	Buy	4,862 +45	+0.9%	+$7.27K	0.05%	34
2023 Q2	$758K	Hold	4,817	–	–	0.05%	36
2023 Q1	$786K	Buy	4,817 +17	+0.4%	+$2.85K	0.06%	37
2022 Q4	$862K	Hold	4,800	–	–	0.07%	34
2022 Q3	$690K	Hold	4,800	–	–	0.06%	38
2022 Q2	$695K	Hold	4,800	–	–	0.06%	37
2022 Q1	$782K	Hold	4,800	–	–	0.06%	37
2021 Q4	$564K	Hold	4,800	–	–	0.04%	45
2021 Q3	$487K	Hold	4,800	–	–	0.04%	57
2021 Q2	$503K	Hold	4,800	–	–	0.04%	50
2021 Q1	$503K	Sell	4,800 -129	-3%	-$12.6K	0.05%	52
2020 Q4	$416K	Buy	4,929 +129	+3%	+$10.4K	0.05%	49
2020 Q3	$345K	Hold	4,800	–	–	0.05%	46
2020 Q2	$428K	Hold	4,800	–	–	0.07%	40
2020 Q1	$348K	Hold	4,800	–	–	0.07%	40
2019 Q4	$578K	Hold	4,800	–	–	0.1%	36
2019 Q3	$569K	Buy	+4,800	New	+$583K	0.11%	31
2019 Q1	$591K	Hold	4,800	–	–	0.17%	28
2018 Q4	$522K	Buy	+4,800	New	+$556K	0.2%	28

Other funds holding CVX

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

James Hambro & Partners's CVX Position: Q3 2026 in Review

James Hambro & Partners held its Chevron (CVX) position steady in Q3 2026 at 25,300 shares worth $5.17M. The position accounts for 0.18% of the portfolio, ranked #27.

James Hambro & Partners first reported a position in CVX in Q4 2018 and has held it in 31 quarters since. The position peaked at $5.23M in Q1 2026. 1,991 funds tracked by Wall St. Rank hold CVX as of Q3 2026.

James Hambro & Partners held 25,300 shares of Chevron worth $5.17M as of Q3 2026.
James Hambro & Partners left its Chevron share count unchanged in Q3 2026.
Chevron made up 0.18% of James Hambro & Partners's portfolio in Q3 2026, its #27 holding.
James Hambro & Partners first reported a position in Chevron in Q4 2018 and has held it in 31 quarters since.
James Hambro & Partners's Chevron position peaked at $5.23M in Q1 2026.
1,991 funds tracked by Wall St. Rank held Chevron as of Q3 2026.

Based on James Hambro & Partners's 13F filing for Q3 2026, filed 19 Oct 2026.