Harold Davidson & Associates’s Chevron CVX Stock Holding History

Harold Davidson & Associates’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 Q3	$511K	Sell	2,500 -90	-3%	-$17.7K	0.21%	48
2026 Q2	$429K	Sell	2,590 -526	-17%	-$97.9K	0.19%	49
2026 Q1	$645K	Sell	3,116 -117	-4%	-$21.3K	0.31%	46
2025 Q4	$493K	Sell	3,233 -20	-0.6%	-$3.05K	0.22%	51
2025 Q3	$505K	Buy	3,253 +384	+13%	+$59.5K	0.23%	50
2025 Q2	$411K	Sell	2,869 -404	-12%	-$57K	0.27%	49
2025 Q1	$548K	Sell	3,273 -100	-3%	-$15.7K	0.3%	44
2024 Q4	$489K	Buy	+3,373	New	+$516K	0.23%	50

Other funds holding CVX

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Harold Davidson & Associates's CVX Position: Q3 2026 in Review

Harold Davidson & Associates reduced its Chevron (CVX) stake by 3.5% in Q3 2026, selling an estimated $17.7K and leaving 2,500 shares worth $511K. The position accounts for 0.21% of the portfolio, ranked #48.

Harold Davidson & Associates first reported a position in CVX in Q4 2024 and has held it in 8 quarters since. The position peaked at $645K in Q1 2026. 2,709 funds tracked by Wall St. Rank hold CVX as of Q3 2026.

Harold Davidson & Associates held 2,500 shares of Chevron worth $511K as of Q3 2026.
Harold Davidson & Associates sold 90 Chevron shares in Q3 2026, an estimated $17.7K.
Chevron made up 0.21% of Harold Davidson & Associates's portfolio in Q3 2026, its #48 holding.
Harold Davidson & Associates first reported a position in Chevron in Q4 2024 and has held it in 8 quarters since.
Harold Davidson & Associates's Chevron position peaked at $645K in Q1 2026.
2,709 funds tracked by Wall St. Rank held Chevron as of Q3 2026.

Based on Harold Davidson & Associates's 13F filing for Q3 2026, filed 29 Oct 2026.