Howard Capital Management’s Chevron CVX Stock Holding History

Howard Capital Management’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	$3.39M	Buy	20,473 +6,276	+44%	+$1.17M	0.04%	136
2026 Q1	$2.94M	Sell	14,197 -7,472	-34%	-$1.36M	0.05%	102
2025 Q4	$3.3M	Buy	21,669 +91	+0.4%	+$13.9K	0.04%	130
2025 Q3	$3.35M	Buy	21,578 +1,372	+7%	+$212K	0.04%	126
2025 Q2	$2.89M	Buy	20,206 +395	+2%	+$55.7K	0.04%	127
2025 Q1	$3.31M	Buy	19,811 +736	+4%	+$115K	0.08%	99
2024 Q4	$2.76M	Buy	19,075 +598	+3%	+$91.5K	0.04%	117
2024 Q3	$2.72M	Buy	+18,477	New	+$2.75M	0.04%	125
2024 Q1	–	Sell	-1,607	Closed	-$240K	–	81
2023 Q4	$240K	Buy	+1,607	New	+$243K	0.03%	58
2023 Q1	–	Sell	-1,203	Closed	-$216K	–	46
2022 Q4	$216K	Buy	+1,203	New	+$210K	0.06%	28
2020 Q2	–	Sell	-16,604	Closed	-$1.4M	–	52
2020 Q1	$1.4M	Buy	+16,604	New	+$1.64M	0.59%	7
2018 Q1	–	Sell	-66,893	Closed	-$8.37M	–	88
2017 Q4	$8.37M	Buy	+66,893	New	+$7.93M	1.34%	33

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

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

AACR

ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return

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

Howard Capital Management increased its Chevron (CVX) stake by 44% in Q2 2026, buying an estimated $1.17M and bringing the position to 20,473 shares worth $3.39M. The position accounts for 0.04% of the portfolio, ranked #136.

Howard Capital Management first reported a position in CVX in Q4 2017 and has held it in 12 quarters since. The position peaked at $8.37M in Q4 2017. 2,592 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

Howard Capital Management held 20,473 shares of Chevron worth $3.39M as of Q2 2026.
Howard Capital Management bought 6,276 Chevron shares in Q2 2026, an estimated $1.17M.
Chevron made up 0.04% of Howard Capital Management's portfolio in Q2 2026, its #136 holding.
Howard Capital Management first reported a position in Chevron in Q4 2017 and has held it in 12 quarters since.
Howard Capital Management's Chevron position peaked at $8.37M in Q4 2017.
2,592 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Howard Capital Management's 13F filing for Q2 2026, filed 28 Jul 2026.