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 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

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 $295B AUM 31.6% 1-Year Est. Return

Harbor Advisory Corp's CVX Position: Q1 2026 in Review

Harbor Advisory Corp reduced its Chevron (CVX) stake by 0.3% in Q1 2026, selling an estimated $5.83K and leaving 10,556 shares worth $2.18M. The position accounts for 0.66% of the portfolio, ranked #40.

Harbor Advisory Corp first reported a position in CVX in Q4 2022 and has held it in 12 quarters since. The position peaked at $3.18M in Q3 2024. 4,268 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

Harbor Advisory Corp held 10,556 shares of Chevron worth $2.18M as of Q1 2026.
Harbor Advisory Corp sold 32 Chevron shares in Q1 2026, an estimated $5.83K.
Chevron made up 0.66% of Harbor Advisory Corp's portfolio in Q1 2026, its #40 holding.
Harbor Advisory Corp first reported a position in Chevron in Q4 2022 and has held it in 12 quarters since.
Harbor Advisory Corp's Chevron position peaked at $3.18M in Q3 2024.
4,268 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Harbor Advisory Corp's 13F filing for Q1 2026, filed 7 May 2026.