Harvey Investment Company’s Chevron CVX Stock Holding History

Harvey Investment Company’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	$1.82M	Hold	11,012	–	–	0.2%	57
2026 Q1	$2.28M	Hold	11,012	–	–	0.25%	50
2025 Q4	$1.68M	Hold	11,012	–	–	0.18%	55
2025 Q3	$1.71M	Sell	11,012 -140	-1%	-$21.7K	0.18%	56
2025 Q2	$1.6M	Hold	11,152	–	–	0.18%	61
2025 Q1	$1.87M	Hold	11,152	–	–	0.21%	54
2024 Q4	$1.61M	Sell	11,152 -150	-1%	-$23K	0.19%	59
2024 Q3	$1.66M	Sell	11,302 -140	-1%	-$20.8K	0.19%	59
2024 Q2	$1.79M	Hold	11,442	–	–	0.21%	52
2024 Q1	$1.8M	Hold	11,442	–	–	0.2%	52
2023 Q4	$1.71M	Hold	11,442	–	–	0.21%	52
2023 Q3	$1.93M	Hold	11,442	–	–	0.25%	51
2023 Q2	$1.8M	Hold	11,442	–	–	0.24%	53
2023 Q1	$1.87M	Sell	11,442 -590	-5%	-$98.9K	0.23%	51
2022 Q4	$2.16M	Sell	12,032 -676	-5%	-$118K	0.28%	50
2022 Q3	$1.83M	Hold	12,708	–	–	0.26%	52
2022 Q2	$1.84M	Sell	12,708 -788	-6%	-$130K	0.26%	51
2022 Q1	$2.2M	Hold	13,496	–	–	0.27%	51
2021 Q4	$1.58M	Hold	13,496	–	–	0.18%	59
2021 Q3	$1.37M	Sell	13,496 -300	-2%	-$29.9K	0.18%	58
2021 Q2	$1.45M	Hold	13,796	–	–	0.19%	57
2021 Q1	$1.45M	Sell	13,796 -697	-5%	-$68.1K	0.21%	55
2020 Q4	$1.22M	Sell	14,493 -535	-4%	-$43.3K	0.17%	57
2020 Q3	$1.08M	Sell	15,028 -1,390	-8%	-$117K	0.17%	58
2020 Q2	$1.47M	Buy	16,418 +250	+2%	+$22.4K	0.25%	53
2020 Q1	$1.17M	Sell	16,168 -915	-5%	-$90.4K	0.23%	54
2019 Q4	$2.06M	Buy	17,083 +254	+2%	+$29.9K	0.32%	48
2019 Q3	$2M	Buy	16,829 +309	+2%	+$37.5K	0.33%	47
2019 Q2	$2.06M	Buy	16,520 +878	+6%	+$106K	0.35%	45
2019 Q1	$1.93M	Buy	15,642 +90	+0.6%	+$10.6K	0.33%	46
2018 Q4	$1.69M	Buy	15,552 +1,700	+12%	+$197K	0.33%	49
2018 Q3	$1.69M	Buy	13,852 +496	+4%	+$60.2K	0.29%	46
2018 Q2	$1.69M	Sell	13,356 -588	-4%	-$73K	0.31%	50
2018 Q1	$1.59M	Sell	13,944 -3,605	-21%	-$431K	0.29%	50
2017 Q4	$2.2M	Hold	17,549	–	–	0.4%	44
2017 Q3	$2.06M	Buy	17,549 +405	+2%	+$44.2K	0.41%	42
2017 Q2	$1.79M	Hold	17,144	–	–	0.36%	45
2017 Q1	$1.84M	Buy	17,144 +148	+0.9%	+$16.6K	0.38%	45
2016 Q4	$2M	Hold	16,996	–	–	0.42%	45
2016 Q3	$1.75M	Buy	16,996 +1,000	+6%	+$102K	0.37%	46
2016 Q2	$1.68M	Sell	15,996 -250	-2%	-$25.1K	0.37%	47
2016 Q1	$1.55M	Buy	16,246 +482	+3%	+$42.2K	0.34%	46
2015 Q4	$1.42M	Sell	15,764 -967	-6%	-$87.2K	0.32%	49
2015 Q3	$1.32M	Sell	16,731 -1,540	-8%	-$130K	0.32%	51
2015 Q2	$1.76M	Buy	18,271 +500	+3%	+$52.5K	0.41%	47
2015 Q1	$1.87M	Hold	17,771	–	–	0.44%	46
2014 Q4	$1.99M	Hold	17,771	–	–	0.46%	42
2014 Q3	$2.12M	Hold	17,771	–	–	0.54%	40
2014 Q2	$2.32M	Hold	17,771	–	–	0.58%	42
2014 Q1	$2.11M	Buy	17,771 +3,024	+21%	+$352K	0.55%	42
2013 Q4	$1.84M	Sell	14,747 -1,020	-6%	-$123K	0.49%	46
2013 Q3	$1.92M	Sell	15,767 -352	-2%	-$43.3K	0.54%	43
2013 Q2	$1.91M	Buy	+16,119	New	+$1.95M	0.57%	42

Other funds holding CVX

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

Harvey Investment Company's CVX Position: Q2 2026 in Review

Harvey Investment Company held its Chevron (CVX) position steady in Q2 2026 at 11,012 shares worth $1.82M. The position accounts for 0.2% of the portfolio, ranked #57.

Harvey Investment Company first reported a position in CVX in Q2 2013 and has held it in 53 quarters since. The position peaked at $2.32M in Q2 2014. 1,415 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

Harvey Investment Company held 11,012 shares of Chevron worth $1.82M as of Q2 2026.
Harvey Investment Company left its Chevron share count unchanged in Q2 2026.
Chevron made up 0.2% of Harvey Investment Company's portfolio in Q2 2026, its #57 holding.
Harvey Investment Company first reported a position in Chevron in Q2 2013 and has held it in 53 quarters since.
Harvey Investment Company's Chevron position peaked at $2.32M in Q2 2014.
1,415 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Harvey Investment Company's 13F filing for Q2 2026, filed 22 Jul 2026.