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Harvest Portfolios Group’s Chevron CVX Stock Holding History

Harvest Portfolios Group’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 		$2.04M Buy
12,303
+576
+5% +$107K 0.03% 172
2026
Q1 		$2.43M Buy
11,727
+132
+1% +$24.1K 0.04% 169
2025
Q4 		$1.77M Buy
11,595
+17
+0.1% +$2.59K 0.03% 184
2025
Q3 		$1.8M Buy
11,578
+488
+4% +$75.6K 0.03% 176
2025
Q2 		$1.59M Sell
11,090
-457
-4% -$64.4K 0.04% 171
2025
Q1 		$1.93M Sell
11,547
-250
-2% -$39.1K 0.06% 130
2024
Q4 		$1.71M Buy
11,797
+1,142
+11% +$175K 0.06% 123
2024
Q3 		$1.57M Buy
10,655
+1,113
+12% +$166K 0.05% 138
2024
Q2 		$1.49M Sell
9,542
-127
-1% -$20.3K 0.06% 131
2024
Q1 		$1.53M Buy
9,669
+156
+2% +$23.5K 0.06% 142
2023
Q4 		$1.42M Sell
9,513
-269
-3% -$40.7K 0.06% 135
2023
Q3 		$1.65M Sell
9,782
-321
-3% -$51.8K 0.08% 128
2023
Q2 		$1.59M Buy
10,103
+389
+4% +$62.4K 0.07% 130
2023
Q1 		$1.58M Sell
9,714
-314
-3% -$52.6K 0.08% 122
2022
Q4 		$1.8M Buy
+10,028
New +$1.75M 0.1% 104

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 Portfolios Group's CVX Position: Q2 2026 in Review

Harvest Portfolios Group increased its Chevron (CVX) stake by 4.9% in Q2 2026, buying an estimated $107K and bringing the position to 12,303 shares worth $2.04M. The position accounts for 0.03% of the portfolio, ranked #172.

Harvest Portfolios Group first reported a position in CVX in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.43M in Q1 2026. 4,140 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Harvest Portfolios Group held 12,303 shares of Chevron worth $2.04M as of Q2 2026.
  • Harvest Portfolios Group bought 576 Chevron shares in Q2 2026, an estimated $107K.
  • Chevron made up 0.03% of Harvest Portfolios Group's portfolio in Q2 2026, its #172 holding.
  • Harvest Portfolios Group first reported a position in Chevron in Q4 2022 and has held it in 15 quarters since.
  • Harvest Portfolios Group's Chevron position peaked at $2.43M in Q1 2026.
  • 4,140 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Harvest Portfolios Group's 13F filing for Q2 2026, filed 13 Aug 2026.