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Harbor Group’s Chevron CVX Stock Holding History

Harbor Group’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 		$354K Buy
2,133
+10
+0.5% +$1.86K 0.04% 84
2026
Q1 		$439K Buy
2,123
+10
+0.5% +$1.82K 0.06% 78
2025
Q4 		$322K Buy
+2,113
New +$322K 0.05% 86
2025
Q2 		– Sell
-1,210
Closed -$202K – 101
2025
Q1 		$202K Buy
+1,210
New +$189K 0.04% 94
2024
Q1 		– Sell
-1,475
Closed -$220K – 84
2023
Q4 		$220K Buy
+1,475
New +$223K 0.06% 71

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 22.96% 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
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
AACR
ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return

Harbor Group's CVX Position: Q2 2026 in Review

Harbor Group increased its Chevron (CVX) stake by 0.47% in Q2 2026, buying an estimated $1.86K and bringing the position to 2,133 shares worth $354K. The position accounts for 0.04% of the portfolio, ranked #84.

Harbor Group first reported a position in CVX in Q4 2023 and has held it in 5 quarters since. The position peaked at $439K in Q1 2026. 2,433 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Harbor Group held 2,133 shares of Chevron worth $354K as of Q2 2026.
  • Harbor Group bought 10 Chevron shares in Q2 2026, an estimated $1.86K.
  • Chevron made up 0.04% of Harbor Group's portfolio in Q2 2026, its #84 holding.
  • Harbor Group first reported a position in Chevron in Q4 2023 and has held it in 5 quarters since.
  • Harbor Group's Chevron position peaked at $439K in Q1 2026.
  • 2,433 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Harbor Group's 13F filing for Q2 2026, filed 22 Jul 2026.