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Nicholas Hoffman & Company’s Chevron CVX Stock Holding History

Nicholas Hoffman & Company’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 		$4.82M Buy
29,062
+1,565
+6% +$291K 0.1% 44
2026
Q1 		$5.69M Buy
27,497
+2,149
+8% +$392K 0.13% 41
2025
Q4 		$3.86M Buy
25,348
+208
+0.8% +$31.7K 0.09% 48
2025
Q3 		$3.9M Buy
25,140
+214
+0.9% +$33.1K 0.09% 49
2025
Q2 		$3.57M Buy
24,926
+3,628
+17% +$511K 0.09% 48
2025
Q1 		$3.56M Buy
21,298
+3,811
+22% +$597K 0.14% 45
2024
Q4 		$2.53M Buy
17,487
+203
+1% +$31.1K 0.1% 56
2024
Q3 		$2.55M Sell
17,284
-1,081
-6% -$161K 0.11% 56
2024
Q2 		$2.87M Buy
18,365
+1,118
+6% +$178K 0.13% 45
2024
Q1 		$2.72M Buy
17,247
+147
+0.9% +$22.2K 0.14% 48
2023
Q4 		$2.55M Buy
17,100
+842
+5% +$127K 0.15% 47
2023
Q3 		$2.74M Buy
16,258
+9
+0.1% +$1.45K 0.2% 41
2023
Q2 		$2.56M Buy
16,249
+162
+1% +$26K 0.1% 44
2023
Q1 		$2.62M Sell
16,087
-538
-3% -$90.2K 0.24% 43
2022
Q4 		$2.98M Buy
16,625
+118
+0.7% +$20.6K 0.32% 34
2022
Q3 		$2.37M Sell
16,507
-752
-4% -$115K 0.11% 38
2022
Q2 		$2.5M Buy
17,259
+1,217
+8% +$201K 0.12% 39
2022
Q1 		$2.61M Buy
16,042
+280
+2% +$40.2K 0.1% 40
2021
Q4 		$1.85M Sell
15,762
-66
-0.4% -$7.5K 0.06% 58
2021
Q3 		$1.61M Sell
15,828
-621
-4% -$61.9K 0.28% 64
2021
Q2 		$1.72M Buy
16,449
+7
+0% +$739 0.31% 56
2021
Q1 		$1.72M Sell
16,442
-32
-0.2% -$3.13K 0.35% 51
2020
Q4 		$1.39M Sell
16,474
-588
-3% -$47.6K 0.32% 59
2020
Q3 		$1.23M Sell
17,062
-1,147
-6% -$96.5K 0.33% 57
2020
Q2 		$1.63M Buy
18,209
+851
+5% +$76.2K 0.47% 45
2020
Q1 		$1.26M Buy
17,358
+3,901
+29% +$385K 0.42% 52
2019
Q4 		$1.62M Buy
13,457
+23
+0.2% +$2.71K 0.45% 54
2019
Q3 		$1.59M Buy
13,434
+22
+0.2% +$2.67K 0.49% 48
2019
Q2 		$1.67M Sell
13,412
-311
-2% -$37.6K 0.52% 45
2019
Q1 		$1.69M Sell
13,723
-558
-4% -$66K 0.54% 44
2018
Q4 		$1.55M Buy
14,281
+317
+2% +$36.7K 0.53% 43
2018
Q3 		$1.71M Buy
13,964
+36
+0.3% +$4.37K 0.57% 38
2018
Q2 		$1.76M Sell
13,928
-115
-0.8% -$14.3K 0.65% 32
2018
Q1 		$1.6M Sell
14,043
-146
-1% -$17.5K 0.62% 34
2017
Q4 		$1.78M Sell
14,189
-4,535
-24% -$538K 0.7% 32
2017
Q3 		$2.2M Buy
18,724
+375
+2% +$40.9K 0.93% 22
2017
Q2 		$1.91M Sell
18,349
-176
-1% -$18.6K 0.87% 26
2017
Q1 		$1.99M Sell
18,525
-30
-0.2% -$3.37K 0.93% 22
2016
Q4 		$2.19M Sell
18,555
-6,064
-25% -$660K 1.1% 18
2016
Q3 		$2.53M Sell
24,619
-62
-0.3% -$6.33K 1.39% 14
2016
Q2 		$2.59M Buy
+24,681
New +$2.48M 1.5% 13

Other funds holding CVX

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 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

Nicholas Hoffman & Company's CVX Position: Q2 2026 in Review

Nicholas Hoffman & Company increased its Chevron (CVX) stake by 5.7% in Q2 2026, buying an estimated $291K and bringing the position to 29,062 shares worth $4.82M. The position accounts for 0.1% of the portfolio, ranked #44.

Nicholas Hoffman & Company first reported a position in CVX in Q2 2016 and has held it in 41 quarters since. The position peaked at $5.69M in Q1 2026. 2,298 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Nicholas Hoffman & Company held 29,062 shares of Chevron worth $4.82M as of Q2 2026.
  • Nicholas Hoffman & Company bought 1,565 Chevron shares in Q2 2026, an estimated $291K.
  • Chevron made up 0.1% of Nicholas Hoffman & Company's portfolio in Q2 2026, its #44 holding.
  • Nicholas Hoffman & Company first reported a position in Chevron in Q2 2016 and has held it in 41 quarters since.
  • Nicholas Hoffman & Company's Chevron position peaked at $5.69M in Q1 2026.
  • 2,298 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Nicholas Hoffman & Company's 13F filing for Q2 2026, filed 4 Aug 2026.