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Harvest Investment Services’s Chevron CVX Stock Holding History

Harvest Investment Services’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 		$275K Sell
1,662
-205
-11% -$38.2K 0.04% 325
2026
Q1 		$386K Buy
1,867
+253
+16% +$46.1K 0.07% 233
2025
Q4 		$246K Sell
1,614
-321
-17% -$48.9K 0.05% 281
2025
Q3 		$300K Sell
1,935
-142
-7% -$22K 0.06% 255
2025
Q2 		$297K Buy
2,077
+135
+7% +$19K 0.07% 254
2025
Q1 		$325K Sell
1,942
-173
-8% -$27.1K 0.09% 200
2024
Q4 		$306K Sell
2,115
-800
-27% -$122K 0.08% 212
2024
Q3 		$429K Buy
2,915
+256
+10% +$38.1K 0.14% 151
2024
Q2 		$416K Sell
2,659
-227
-8% -$36.2K 0.17% 125
2024
Q1 		$455K Buy
2,886
+23
+0.8% +$3.47K 0.18% 115
2023
Q4 		$427K Sell
2,863
-59
-2% -$8.92K 0.2% 122
2023
Q3 		$493K Buy
+2,922
New +$472K 0.32% 82
2020
Q1 		– Sell
-2,402
Closed -$289K – 108
2019
Q4 		$289K Sell
2,402
-1,976
-45% -$233K 0.15% 110
2019
Q3 		$508K Buy
4,378
+143
+3% +$17.4K 0.25% 72
2019
Q2 		$528K Buy
4,235
+2,043
+93% +$247K 0.3% 73
2019
Q1 		$273K Buy
2,192
+341
+18% +$40.3K 0.16% 115
2018
Q4 		$206K Buy
+1,851
New +$214K 0.19% 116

Other funds holding CVX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Harvest Investment Services's CVX Position: Q2 2026 in Review

Harvest Investment Services reduced its Chevron (CVX) stake by 11% in Q2 2026, selling an estimated $38.2K and leaving 1,662 shares worth $275K. The position accounts for 0.04% of the portfolio, ranked #325.

Harvest Investment Services first reported a position in CVX in Q4 2018 and has held it in 17 quarters since. The position peaked at $528K in Q2 2019. 4,141 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Harvest Investment Services held 1,662 shares of Chevron worth $275K as of Q2 2026.
  • Harvest Investment Services sold 205 Chevron shares in Q2 2026, an estimated $38.2K.
  • Chevron made up 0.04% of Harvest Investment Services's portfolio in Q2 2026, its #325 holding.
  • Harvest Investment Services first reported a position in Chevron in Q4 2018 and has held it in 17 quarters since.
  • Harvest Investment Services's Chevron position peaked at $528K in Q2 2019.
  • 4,141 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Harvest Investment Services's 13F filing for Q2 2026, filed 14 Aug 2026.