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Harrell Investment Partners’s Chevron CVX Stock Holding History

Harrell Investment Partners’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 		$1.76M Sell
10,613
-12
-0.1% -$2.23K 0.38% 55
2026
Q1 		$2.2M Buy
10,625
+373
+4% +$68K 0.52% 48
2025
Q4 		$1.56M Sell
10,252
-39
-0.4% -$5.94K 0.37% 63
2025
Q3 		$1.6M Buy
10,291
+229
+2% +$35.5K 0.38% 60
2025
Q2 		$1.44M Sell
10,062
-3,778
-27% -$533K 0.37% 60
2025
Q1 		$2.32M Buy
13,840
+4,572
+49% +$716K 0.69% 49
2024
Q4 		$1.34M Sell
9,268
-211
-2% -$32.3K 0.38% 62
2024
Q3 		$1.4M Buy
9,479
+20
+0.2% +$2.98K 0.4% 62
2024
Q2 		$1.48M Buy
9,459
+587
+7% +$93.6K 0.43% 61
2024
Q1 		$1.4M Sell
8,872
-387
-4% -$58.4K 0.41% 60
2023
Q4 		$1.38M Buy
9,259
+17
+0.2% +$2.57K 0.43% 58
2023
Q3 		$1.54M Buy
9,242
+14
+0.2% +$2.26K 0.52% 57
2023
Q2 		$1.45M Buy
9,228
+15
+0.2% +$2.4K 0.49% 56
2023
Q1 		$1.62M Buy
9,213
+15
+0.2% +$2.52K 0.58% 53
2022
Q4 		$1.65M Buy
9,198
+13
+0.1% +$2.27K 0.65% 49
2022
Q3 		$1.32M Buy
9,185
+14
+0.2% +$2.13K 0.55% 55
2022
Q2 		$1.33M Sell
9,171
-111
-1% -$18.3K 0.54% 55
2022
Q1 		$1.51M Buy
9,282
+12
+0.1% +$1.72K 0.53% 57
2021
Q4 		$1.09M Sell
9,270
-19
-0.2% -$2.16K 0.33% 65
2021
Q3 		$942K Sell
9,289
-22,099
-70% -$2.2M 0.3% 71
2021
Q2 		$3.29M Buy
31,388
+998
+3% +$105K 1.07% 33
2021
Q1 		$3.19M Buy
30,390
+3,548
+13% +$346K 1.13% 33
2020
Q4 		$2.27M Sell
26,842
-6,094
-19% -$493K 0.87% 44
2020
Q3 		$2.37M Sell
32,936
-3,055
-8% -$257K 1.03% 41
2020
Q2 		$3.21M Buy
35,991
+221
+0.6% +$19.8K 1.63% 19
2020
Q1 		$2.59M Buy
35,770
+5,070
+17% +$501K 1.41% 29
2019
Q4 		$3.7M Buy
+30,700
New +$3.62M 1.69% 15

Other funds holding CVX

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
AACR
ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return

Harrell Investment Partners's CVX Position: Q2 2026 in Review

Harrell Investment Partners reduced its Chevron (CVX) stake by 0.11% in Q2 2026, selling an estimated $2.23K and leaving 10,613 shares worth $1.76M. The position accounts for 0.38% of the portfolio, ranked #55.

Harrell Investment Partners first reported a position in CVX in Q4 2019 and has held it in 27 quarters since. The position peaked at $3.7M in Q4 2019. 2,592 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Harrell Investment Partners held 10,613 shares of Chevron worth $1.76M as of Q2 2026.
  • Harrell Investment Partners sold 12 Chevron shares in Q2 2026, an estimated $2.23K.
  • Chevron made up 0.38% of Harrell Investment Partners's portfolio in Q2 2026, its #55 holding.
  • Harrell Investment Partners first reported a position in Chevron in Q4 2019 and has held it in 27 quarters since.
  • Harrell Investment Partners's Chevron position peaked at $3.7M in Q4 2019.
  • 2,592 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Harrell Investment Partners's 13F filing for Q2 2026, filed 9 Jul 2026.