Harbor Advisory Corp’s Chevron CVX Stock Holding History

Harbor Advisory Corp’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	$1.65M	Sell	9,951 -605	-6%	-$113K	0.44%	46
2026 Q1	$2.18M	Sell	10,556 -32	-0.3%	-$5.83K	0.66%	40
2025 Q4	$1.61M	Sell	10,588 -254	-2%	-$38.7K	0.49%	47
2025 Q3	$1.68M	Buy	10,842 +100	+0.9%	+$15.5K	0.5%	45
2025 Q2	$1.54M	Sell	10,742 -308	-3%	-$43.4K	0.49%	46
2025 Q1	$1.85M	Buy	11,050 +1,148	+12%	+$180K	0.62%	42
2024 Q4	$1.43M	Sell	9,902 -11,666	-54%	-$1.79M	0.47%	52
2024 Q3	$3.18M	Buy	21,568 +11,261	+109%	+$1.68M	1.04%	34
2024 Q2	$1.61M	Buy	10,307 +8,999	+688%	+$1.43M	0.56%	46
2024 Q1	$206K	Buy	+1,308	New	+$197K	0.07%	84
2023 Q4	–	Sell	-1,308	Closed	-$221K	–	86
2023 Q3	$221K	Hold	1,308	–	–	0.08%	82
2023 Q2	$206K	Buy	+1,308	New	+$210K	0.07%	82
2023 Q1	–	Sell	-1,208	Closed	-$217K	–	80
2022 Q4	$217K	Buy	+1,208	New	+$211K	0.09%	76

Other funds holding CVX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Harbor Advisory Corp's CVX Position: Q2 2026 in Review

Harbor Advisory Corp reduced its Chevron (CVX) stake by 5.7% in Q2 2026, selling an estimated $113K and leaving 9,951 shares worth $1.65M. The position accounts for 0.44% of the portfolio, ranked #46.

Harbor Advisory Corp first reported a position in CVX in Q4 2022 and has held it in 13 quarters since. The position peaked at $3.18M in Q3 2024. 4,124 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

Harbor Advisory Corp held 9,951 shares of Chevron worth $1.65M as of Q2 2026.
Harbor Advisory Corp sold 605 Chevron shares in Q2 2026, an estimated $113K.
Chevron made up 0.44% of Harbor Advisory Corp's portfolio in Q2 2026, its #46 holding.
Harbor Advisory Corp first reported a position in Chevron in Q4 2022 and has held it in 13 quarters since.
Harbor Advisory Corp's Chevron position peaked at $3.18M in Q3 2024.
4,124 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Harbor Advisory Corp's 13F filing for Q2 2026, filed 13 Aug 2026.