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Harbour Trust & Investment Management’s Chevron CVX Stock Holding History

Harbour Trust & Investment Management’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 		$1.92M Buy
11,577
+21
+0.2% +$3.91K 0.18% 66
2026
Q1 		$2.39M Hold
11,556
– – 0.25% 64
2025
Q4 		$1.76M Sell
11,556
-74
-0.6% -$11.3K 0.18% 69
2025
Q3 		$1.81M Buy
11,630
+110
+1% +$17K 0.19% 72
2025
Q2 		$1.65M Sell
11,520
-550
-5% -$77.5K 0.18% 72
2025
Q1 		$2.02M Sell
12,070
-832
-6% -$130K 0.24% 71
2024
Q4 		$1.87M Sell
12,902
-703
-5% -$108K 0.21% 74
2024
Q3 		$2M Sell
13,605
-309
-2% -$46K 0.23% 73
2024
Q2 		$2.18M Sell
13,914
-4
-0% -$638 0.26% 73
2024
Q1 		$2.2M Sell
13,918
-51
-0.4% -$7.7K 0.28% 71
2023
Q4 		$2.08M Buy
+13,969
New +$2.11M 0.29% 68

Other funds holding CVX

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
AACR
ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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

Harbour Trust & Investment Management's CVX Position: Q2 2026 in Review

Harbour Trust & Investment Management increased its Chevron (CVX) stake by 0.18% in Q2 2026, buying an estimated $3.91K and bringing the position to 11,577 shares worth $1.92M. The position accounts for 0.18% of the portfolio, ranked #66.

Harbour Trust & Investment Management first reported a position in CVX in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.39M in Q1 2026. 2,044 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Harbour Trust & Investment Management held 11,577 shares of Chevron worth $1.92M as of Q2 2026.
  • Harbour Trust & Investment Management bought 21 Chevron shares in Q2 2026, an estimated $3.91K.
  • Chevron made up 0.18% of Harbour Trust & Investment Management's portfolio in Q2 2026, its #66 holding.
  • Harbour Trust & Investment Management first reported a position in Chevron in Q4 2023 and has held it in 11 quarters since.
  • Harbour Trust & Investment Management's Chevron position peaked at $2.39M in Q1 2026.
  • 2,044 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Harbour Trust & Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.