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Halbert Hargrove Global Advisors’s Chevron CVX Stock Holding History

Halbert Hargrove Global Advisors’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 		$108K Sell
650
-36
-5% -$6.7K ﹤0.01% 150
2026
Q1 		$142K Buy
686
+230
+50% +$41.9K 0.01% 118
2025
Q4 		$69.6K Sell
456
-166
-27% -$25.3K ﹤0.01% 166
2025
Q3 		$96.7K Buy
622
+542
+678% +$83.9K ﹤0.01% 145
2025
Q2 		$11.5K Sell
80
-60
-43% -$8.46K ﹤0.01% 221
2025
Q1 		$23.5K Buy
140
+60
+75% +$9.39K ﹤0.01% 184
2024
Q4 		$11.7K Buy
+80
New +$12.2K ﹤0.01% 214
2023
Q2 		– Sell
-3,393
Closed -$554K – 116
2023
Q1 		$554K Buy
3,393
+117
+4% +$19.6K 0.04% 77
2022
Q4 		$588K Buy
3,276
+162
+5% +$28.3K 0.04% 70
2022
Q3 		$448K Buy
3,114
+358
+13% +$54.6K 0.03% 78
2022
Q2 		$399K Buy
2,756
+263
+11% +$43.5K 0.03% 84
2022
Q1 		$406K Buy
2,493
+36
+1% +$5.16K 0.03% 92
2021
Q4 		$288K Buy
2,457
+128
+5% +$14.5K 0.02% 122
2021
Q3 		$236K Sell
2,329
-6,203
-73% -$619K 0.02% 125
2021
Q2 		$894K Buy
8,532
+144
+2% +$15.2K 0.06% 48
2021
Q1 		$879K Buy
8,388
+41
+0.5% +$4K 0.06% 44
2020
Q4 		$705K Buy
8,347
+223
+3% +$18.1K 0.05% 44
2020
Q3 		$585K Buy
8,124
+5,559
+217% +$468K 0.06% 44
2020
Q2 		$229K Buy
+2,565
New +$230K 0.03% 75
2020
Q1 		– Sell
-3,322
Closed -$400K – 85
2019
Q4 		$400K Sell
3,322
-302
-8% -$35.6K 0.1% 50
2019
Q3 		$430K Buy
3,624
+25
+0.7% +$3.04K 0.11% 45
2019
Q2 		$448K Buy
+3,599
New +$435K 0.12% 36
2019
Q1 		– Sell
-3,975
Closed -$432K – 47
2018
Q4 		$432K Buy
3,975
+115
+3% +$13.3K 0.1% 37
2018
Q3 		$472K Sell
3,860
-115
-3% -$14K 0.12% 31
2018
Q2 		$503K Sell
3,975
-42
-1% -$5.21K 0.13% 28
2018
Q1 		$458K Buy
4,017
+19
+0.5% +$2.27K 0.12% 30
2017
Q4 		$500K Buy
3,998
+5
+0.1% +$593 0.13% 29
2017
Q3 		$469K Sell
3,993
-691
-15% -$75.4K 0.13% 27
2017
Q2 		$489K Sell
4,684
-56
-1% -$5.93K 0.13% 31
2017
Q1 		$509K Sell
4,740
-246
-5% -$27.6K 0.13% 34
2016
Q4 		$587K Buy
4,986
+462
+10% +$50.3K 0.16% 27
2016
Q3 		$466K Sell
4,524
-412
-8% -$42.1K 0.13% 31
2016
Q2 		$517K Buy
4,936
+414
+9% +$41.6K 0.15% 27
2016
Q1 		$431K Sell
4,522
-228
-5% -$19.9K 0.15% 31
2015
Q4 		$427K Buy
4,750
+1,049
+28% +$94.6K 0.18% 36
2015
Q3 		$292K Sell
3,701
-5,432
-59% -$457K 0.14% 60
2015
Q2 		$881K Sell
9,133
-576
-6% -$60.5K 0.21% 33
2015
Q1 		$1.02M Buy
9,709
+4,332
+81% +$462K 0.33% 28
2014
Q4 		$603K Buy
5,377
+469
+10% +$53.3K 0.3% 30
2014
Q3 		$586K Buy
4,908
+560
+13% +$71.5K 0.16% 45
2014
Q2 		$568K Buy
4,348
+27
+0.6% +$3.36K 0.17% 36
2014
Q1 		$514K Sell
4,321
-220
-5% -$25.6K 0.16% 36
2013
Q4 		$567K Sell
4,541
-2,898
-39% -$350K 0.18% 34
2013
Q3 		$904K Sell
7,439
-307
-4% -$37.7K 0.3% 17
2013
Q2 		$917K Buy
+7,746
New +$936K 0.34% 17

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

Halbert Hargrove Global Advisors's CVX Position: Q2 2026 in Review

Halbert Hargrove Global Advisors reduced its Chevron (CVX) stake by 5.2% in Q2 2026, selling an estimated $6.7K and leaving 650 shares worth $108K. The position accounts for ﹤0.01% of the portfolio, ranked #150.

Halbert Hargrove Global Advisors first reported a position in CVX in Q2 2013 and has held it in 45 quarters since. The position peaked at $1.02M in Q1 2015. 2,287 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Halbert Hargrove Global Advisors held 650 shares of Chevron worth $108K as of Q2 2026.
  • Halbert Hargrove Global Advisors sold 36 Chevron shares in Q2 2026, an estimated $6.7K.
  • Chevron made up ﹤0.01% of Halbert Hargrove Global Advisors's portfolio in Q2 2026, its #150 holding.
  • Halbert Hargrove Global Advisors first reported a position in Chevron in Q2 2013 and has held it in 45 quarters since.
  • Halbert Hargrove Global Advisors's Chevron position peaked at $1.02M in Q1 2015.
  • 2,287 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.