Horizon Investment Services’s Chevron CVX Stock Holding History

Horizon 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	–	Sell	-1,246	Closed	-$258K	–	146
2026 Q1	$258K	Buy	+1,246	New	+$227K	0.09%	120
2023 Q4	–	Sell	-1,212	Closed	-$204K	–	113
2023 Q3	$204K	Buy	+1,212	New	+$196K	0.12%	102
2023 Q1	–	Sell	-1,124	Closed	-$202K	–	113
2022 Q4	$202K	Buy	+1,124	New	+$196K	0.15%	101
2019 Q4	–	Sell	-24,104	Closed	-$2.86M	–	102
2019 Q3	$2.86M	Buy	24,104 +284	+1%	+$34.5K	1.9%	17
2019 Q2	$2.96M	Buy	23,820 +2,003	+9%	+$242K	2.01%	20
2019 Q1	$2.69M	Sell	21,817 -544	-2%	-$64.4K	1.83%	21
2018 Q4	$2.43M	Buy	22,361 +20,661	+1,215%	+$2.39M	1.92%	20
2018 Q3	$208K	Buy	+1,700	New	+$206K	0.11%	94
2013 Q3	–	Sell	-20,867	Closed	-$2.47M	–	110
2013 Q2	$2.47M	Buy	+20,867	New	+$2.52M	1.96%	22

Other funds holding CVX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

Horizon Investment Services sold out of Chevron (CVX) in Q2 2026, closing a stake of 1,246 shares — an estimated $258K sold.

Horizon Investment Services first reported a position in CVX in Q2 2013 and held it in 9 quarters. The position peaked at $2.96M in Q2 2019. 4,110 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

Horizon Investment Services reported no remaining Chevron position as of Q2 2026 after selling out during the quarter.
Horizon Investment Services sold 1,246 Chevron shares in Q2 2026, an estimated $258K.
Horizon Investment Services first reported a position in Chevron in Q2 2013 and held it in 9 quarters.
Horizon Investment Services's Chevron position peaked at $2.96M in Q2 2019.
4,110 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Horizon Investment Services's 13F filing for Q2 2026, filed 6 Aug 2026.