Howard Capital Management Group’s Chevron CVX Stock Holding History

Howard Capital Management 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	$904K	Sell	5,455 -10	-0.2%	-$1.86K	0.06%	63
2026 Q1	$1.13M	Sell	5,465 -25	-0.5%	-$4.56K	0.08%	54
2025 Q4	$837K	Sell	5,490 -103	-2%	-$15.7K	0.05%	69
2025 Q3	$869K	Buy	5,593 +1,279	+30%	+$198K	0.06%	67
2025 Q2	$618K	Sell	4,314 -104	-2%	-$14.7K	0.04%	74
2025 Q1	$739K	Hold	4,418	–	–	0.06%	63
2024 Q4	$640K	Sell	4,418 -76	-2%	-$11.6K	0.04%	77
2024 Q3	$662K	Buy	4,494 +2	+0%	+$298	0.05%	73
2024 Q2	$703K	Buy	4,492 +178	+4%	+$28.4K	0.05%	66
2024 Q1	$680K	Hold	4,314	–	–	0.05%	69
2023 Q4	$643K	Hold	4,314	–	–	0.06%	64
2023 Q3	$727K	Buy	4,314 +236	+6%	+$38.1K	0.07%	56
2023 Q2	$642K	Sell	4,078 -234	-5%	-$37.5K	0.06%	62
2023 Q1	$704K	Buy	4,312 +2,520	+141%	+$422K	0.07%	57
2022 Q4	$322K	Buy	1,792 +57	+3%	+$9.95K	0.04%	79
2022 Q3	$249K	Hold	1,735	–	–	0.03%	85
2022 Q2	$251K	Hold	1,735	–	–	0.03%	87
2022 Q1	$283K	Hold	1,735	–	–	0.03%	88
2021 Q4	$204K	Buy	+1,735	New	+$197K	0.02%	110

Other funds holding CVX

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Howard Capital Management Group's CVX Position: Q2 2026 in Review

Howard Capital Management Group reduced its Chevron (CVX) stake by 0.18% in Q2 2026, selling an estimated $1.86K and leaving 5,455 shares worth $904K. The position accounts for 0.06% of the portfolio, ranked #63.

Howard Capital Management Group first reported a position in CVX in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.13M in Q1 2026. 2,605 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

Howard Capital Management Group held 5,455 shares of Chevron worth $904K as of Q2 2026.
Howard Capital Management Group sold 10 Chevron shares in Q2 2026, an estimated $1.86K.
Chevron made up 0.06% of Howard Capital Management Group's portfolio in Q2 2026, its #63 holding.
Howard Capital Management Group first reported a position in Chevron in Q4 2021 and has held it in 19 quarters since.
Howard Capital Management Group's Chevron position peaked at $1.13M in Q1 2026.
2,605 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Howard Capital Management Group's 13F filing for Q2 2026, filed 16 Jul 2026.