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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
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

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Harvest Investment Services's CVX Position: Q1 2026 in Review

Harvest Investment Services increased its Chevron (CVX) stake by 16% in Q1 2026, buying an estimated $46.1K and bringing the position to 1,867 shares worth $386K. The position accounts for 0.07% of the portfolio, ranked #233.

Harvest Investment Services first reported a position in CVX in Q4 2018 and has held it in 16 quarters since. The position peaked at $528K in Q2 2019. 4,273 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Harvest Investment Services held 1,867 shares of Chevron worth $386K as of Q1 2026.
  • Harvest Investment Services bought 253 Chevron shares in Q1 2026, an estimated $46.1K.
  • Chevron made up 0.07% of Harvest Investment Services's portfolio in Q1 2026, its #233 holding.
  • Harvest Investment Services first reported a position in Chevron in Q4 2018 and has held it in 16 quarters since.
  • Harvest Investment Services's Chevron position peaked at $528K in Q2 2019.
  • 4,273 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Harvest Investment Services's 13F filing for Q1 2026, filed 15 May 2026.