Clear Harbor Asset Management’s Chevron CVX Stock Holding History

Clear Harbor Asset Management’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 Q1	$20.7K	Buy	+100	New	+$18.2K	﹤0.01%	446

Other funds holding CVX

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Clear Harbor Asset Management's CVX Position: Q1 2026 in Review

Clear Harbor Asset Management reduced its Chevron (CVX) stake by 4% in Q1 2026, selling an estimated $162K and leaving 21,050 shares worth $4.36M. The position accounts for 0.3% of the portfolio, ranked #72.

Clear Harbor Asset Management first reported a position in CVX in Q2 2013 and has held it in 52 quarters since. 4,273 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

Clear Harbor Asset Management held 21,050 shares of Chevron worth $4.36M as of Q1 2026.
Clear Harbor Asset Management sold 886 Chevron shares in Q1 2026, an estimated $162K.
Chevron made up 0.3% of Clear Harbor Asset Management's portfolio in Q1 2026, its #72 holding.
Clear Harbor Asset Management first reported a position in Chevron in Q2 2013 and has held it in 52 quarters since.
4,273 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Clear Harbor Asset Management's 13F filing for Q1 2026, filed 5 May 2026.