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Harmony Asset Management’s Chevron CVX Stock Holding History

Harmony Asset 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 		$1.25M Sell
7,569
-678
-8% -$126K 0.34% 72
2026
Q1 		$1.71M Buy
8,247
+381
+5% +$69.5K 0.52% 51
2025
Q4 		$1.2M Sell
7,866
-1,508
-16% -$230K 0.4% 64
2025
Q3 		$1.46M Sell
9,374
-5,090
-35% -$788K 0.5% 56
2025
Q2 		$2.07M Sell
14,464
-334
-2% -$47.1K 0.78% 30
2025
Q1 		$2.48M Sell
14,798
-3,460
-19% -$542K 1.04% 24
2024
Q4 		$2.64M Sell
18,258
-3,948
-18% -$604K 1.05% 24
2024
Q3 		$3.27M Sell
22,206
-6,691
-23% -$996K 1.2% 19
2024
Q2 		$4.52M Sell
28,897
-495
-2% -$78.9K 1.89% 11
2024
Q1 		$4.64M Buy
29,392
+523
+2% +$78.9K 1.91% 12
2023
Q4 		$4.31M Buy
+28,869
New +$4.37M 1.82% 12

Other funds holding CVX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Harmony Asset Management's CVX Position: Q2 2026 in Review

Harmony Asset Management reduced its Chevron (CVX) stake by 8.2% in Q2 2026, selling an estimated $126K and leaving 7,569 shares worth $1.25M. The position accounts for 0.34% of the portfolio, ranked #72.

Harmony Asset Management first reported a position in CVX in Q4 2023 and has held it in 11 quarters since. The position peaked at $4.64M in Q1 2024. 4,110 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Harmony Asset Management held 7,569 shares of Chevron worth $1.25M as of Q2 2026.
  • Harmony Asset Management sold 678 Chevron shares in Q2 2026, an estimated $126K.
  • Chevron made up 0.34% of Harmony Asset Management's portfolio in Q2 2026, its #72 holding.
  • Harmony Asset Management first reported a position in Chevron in Q4 2023 and has held it in 11 quarters since.
  • Harmony Asset Management's Chevron position peaked at $4.64M in Q1 2024.
  • 4,110 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Harmony Asset Management's 13F filing for Q2 2026, filed 20 Jul 2026.