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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
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

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 Portfolios Group's CVX Position: Q1 2026 in Review

Harvest Portfolios Group increased its Chevron (CVX) stake by 1.1% in Q1 2026, buying an estimated $24.1K and bringing the position to 11,727 shares worth $2.43M. The position accounts for 0.04% of the portfolio, ranked #169.

Harvest Portfolios Group first reported a position in CVX in Q4 2022 and has held it in 14 quarters since. 4,273 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Harvest Portfolios Group held 11,727 shares of Chevron worth $2.43M as of Q1 2026.
  • Harvest Portfolios Group bought 132 Chevron shares in Q1 2026, an estimated $24.1K.
  • Chevron made up 0.04% of Harvest Portfolios Group's portfolio in Q1 2026, its #169 holding.
  • Harvest Portfolios Group first reported a position in Chevron in Q4 2022 and has held it in 14 quarters since.
  • 4,273 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Harvest Portfolios Group's 13F filing for Q1 2026, filed 14 May 2026.