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Harbour Investments’s Chevron CVX Stock Holding History

Harbour Investments’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 		$13M Buy
63,057
+22,431
+55% +$4.09M 0.2% 98
2025
Q4 		$6.19M Buy
40,626
+13,119
+48% +$2M 0.13% 146
2025
Q3 		$4.27M Buy
27,507
+257
+0.9% +$39.8K 0.1% 193
2025
Q2 		$3.9M Buy
27,250
+803
+3% +$113K 0.1% 190
2025
Q1 		$4.42M Buy
26,447
+891
+3% +$139K 0.13% 150
2024
Q4 		$3.7M Sell
25,556
-666
-3% -$102K 0.11% 164
2024
Q3 		$3.86M Sell
26,222
-70
-0.3% -$10.4K 0.12% 148
2024
Q2 		$4.11M Buy
26,292
+99
+0.4% +$15.8K 0.14% 127
2024
Q1 		$4.13M Buy
26,193
+4,578
+21% +$691K 0.15% 131
2023
Q4 		$3.22M Buy
21,615
+3,261
+18% +$493K 0.13% 141
2023
Q3 		$3.09M Buy
18,354
+1,289
+8% +$208K 0.16% 133
2023
Q2 		$2.69M Buy
17,065
+153
+0.9% +$24.5K 0.13% 147
2023
Q1 		$2.76M Sell
16,912
-281
-2% -$47.1K 0.15% 126
2022
Q4 		$3.09M Buy
17,193
+3,273
+24% +$571K 0.19% 105
2022
Q3 		$2.02M Hold
13,920
– – 0.14% 146
2022
Q2 		$2.02M Buy
+13,920
New +$2.3M 0.14% 146
2021
Q4 		$1.53M Sell
13,048
-38,455
-75% -$4.37M 0.09% 217
2021
Q3 		$5.22M Sell
51,503
-2,947
-5% -$294K 0.17% 114
2021
Q2 		$5.7M Buy
54,450
+3,179
+6% +$336K 0.18% 101
2021
Q1 		$5.37M Buy
+51,271
New +$5.01M 0.19% 98

Other funds holding CVX

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Geode Capital Management
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Harbour Investments's CVX Position: Q1 2026 in Review

Harbour Investments increased its Chevron (CVX) stake by 55% in Q1 2026, buying an estimated $4.09M and bringing the position to 63,057 shares worth $13M. The position accounts for 0.2% of the portfolio, ranked #98.

Harbour Investments first reported a position in CVX in Q1 2021 and has held it in 20 quarters since. 4,273 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Harbour Investments held 63,057 shares of Chevron worth $13M as of Q1 2026.
  • Harbour Investments bought 22,431 Chevron shares in Q1 2026, an estimated $4.09M.
  • Chevron made up 0.2% of Harbour Investments's portfolio in Q1 2026, its #98 holding.
  • Harbour Investments first reported a position in Chevron in Q1 2021 and has held it in 20 quarters since.
  • 4,273 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Harbour Investments's 13F filing for Q1 2026, filed 15 May 2026.