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Harbor Investment Advisory’s Chevron CVX Stock Holding History

Harbor Investment Advisory’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 		$3.04M Buy
18,366
+718
+4% +$134K 0.21% 88
2026
Q1 		$3.65M Sell
17,648
-548
-3% -$99.9K 0.29% 68
2025
Q4 		$2.77M Sell
18,196
-350
-2% -$53.3K 0.21% 89
2025
Q3 		$2.88M Sell
18,546
-856
-4% -$133K 0.24% 83
2025
Q2 		$2.78M Buy
19,402
+1,753
+10% +$247K 0.25% 79
2025
Q1 		$2.95M Sell
17,649
-518
-3% -$81.1K 0.29% 71
2024
Q4 		$2.63M Buy
18,167
+144
+0.8% +$22K 0.25% 76
2024
Q3 		$2.65M Sell
18,023
-311
-2% -$46.3K 0.26% 73
2024
Q2 		$2.87M Sell
18,334
-35
-0.2% -$5.58K 0.3% 64
2024
Q1 		$2.9M Buy
18,369
+146
+0.8% +$22K 0.3% 65
2023
Q4 		$2.72M Sell
18,223
-665
-4% -$101K 0.31% 64
2023
Q3 		$3.18M Sell
18,888
-860
-4% -$139K 0.42% 44
2023
Q2 		$3.11M Sell
19,748
-16
-0.1% -$2.56K 0.43% 52
2023
Q1 		$3.22M Sell
19,764
-355
-2% -$59.5K 0.48% 46
2022
Q4 		$3.61M Sell
20,119
-304
-1% -$53K 0.56% 38
2022
Q3 		$2.93M Buy
20,423
+114
+0.6% +$17.4K 0.48% 44
2022
Q2 		$2.94M Sell
20,309
-158
-0.8% -$26.1K 0.47% 46
2022
Q1 		$3.33M Buy
20,467
+6,462
+46% +$927K 0.44% 45
2021
Q4 		$1.64M Buy
14,005
+287
+2% +$32.6K 0.21% 93
2021
Q3 		$1.39M Buy
13,718
+465
+4% +$46.4K 0.19% 98
2021
Q2 		$1.39M Sell
13,253
-104
-0.8% -$11K 0.19% 104
2021
Q1 		$1.4M Buy
13,357
+829
+7% +$80.9K 0.21% 100
2020
Q4 		$1.06M Sell
12,528
-224
-2% -$18.1K 0.17% 111
2020
Q3 		$918K Buy
12,752
+447
+4% +$37.6K 0.18% 107
2020
Q2 		$1.1M Sell
12,305
-2,784
-18% -$249K 0.23% 86
2020
Q1 		$1.09M Sell
15,089
-196
-1% -$19.4K 0.29% 76
2019
Q4 		$1.84M Buy
+15,285
New +$1.8M 0.42% 61

Other funds holding CVX

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return

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

Harbor Investment Advisory increased its Chevron (CVX) stake by 4.1% in Q2 2026, buying an estimated $134K and bringing the position to 18,366 shares worth $3.04M. The position accounts for 0.21% of the portfolio, ranked #88.

Harbor Investment Advisory first reported a position in CVX in Q4 2019 and has held it in 27 quarters since. The position peaked at $3.65M in Q1 2026. 1,687 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Harbor Investment Advisory held 18,366 shares of Chevron worth $3.04M as of Q2 2026.
  • Harbor Investment Advisory bought 718 Chevron shares in Q2 2026, an estimated $134K.
  • Chevron made up 0.21% of Harbor Investment Advisory's portfolio in Q2 2026, its #88 holding.
  • Harbor Investment Advisory first reported a position in Chevron in Q4 2019 and has held it in 27 quarters since.
  • Harbor Investment Advisory's Chevron position peaked at $3.65M in Q1 2026.
  • 1,687 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Harbor Investment Advisory's 13F filing for Q2 2026, filed 7 Jul 2026.