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Oak Harvest Investment Services’s Chevron CVX Stock Holding History

Oak Harvest 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 		$10M Buy
60,465
+643
+1% +$120K 0.94% 36
2026
Q1 		$12.4M Buy
59,822
+2,479
+4% +$452K 1.29% 21
2025
Q4 		$8.74M Sell
57,343
-10,654
-16% -$1.62M 0.95% 31
2025
Q3 		$10.6M Buy
67,997
+1,370
+2% +$212K 1.23% 23
2025
Q2 		$9.54M Buy
66,627
+1,732
+3% +$244K 1.2% 26
2025
Q1 		$10.9M Buy
64,895
+1,504
+2% +$235K 1.52% 16
2024
Q4 		$9.18M Sell
63,391
-18,389
-22% -$2.81M 1.28% 22
2024
Q3 		$12M Buy
81,780
+26,069
+47% +$3.88M 1.73% 11
2024
Q2 		$8.71M Buy
55,711
+261
+0.5% +$41.6K 1.35% 26
2024
Q1 		$8.75M Sell
55,450
-841
-1% -$127K 1.43% 24
2023
Q4 		$8.4M Sell
56,291
-14,735
-21% -$2.23M 1.68% 17
2023
Q3 		$12M Buy
71,026
+17,874
+34% +$2.89M 2.53% 8
2023
Q2 		$8.36M Buy
53,152
+7,991
+18% +$1.28M 1.87% 15
2023
Q1 		$7.37M Buy
45,161
+4,433
+11% +$743K 1.7% 15
2022
Q4 		$7.31M Sell
40,728
-1,032
-2% -$180K 1.9% 13
2022
Q3 		$6M Buy
41,760
+16,137
+63% +$2.46M 1.6% 22
2022
Q2 		$3.71M Buy
25,623
+6,402
+33% +$1.06M 1% 41
2022
Q1 		$3.13M Buy
19,221
+6,757
+54% +$969K 0.77% 49
2021
Q4 		$1.46M Buy
12,464
+5,868
+89% +$667K 0.36% 54
2021
Q3 		$669K Buy
6,596
+1,966
+42% +$196K 0.2% 59
2021
Q2 		$485K Sell
4,630
-1,671
-27% -$176K 0.16% 61
2021
Q1 		$660K Sell
6,301
-739
-10% -$72.2K 0.25% 61
2020
Q4 		$595K Buy
+7,040
New +$570K 0.26% 58

Other funds holding CVX

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
HighTower Advisors
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
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return

Oak Harvest Investment Services's CVX Position: Q2 2026 in Review

Oak Harvest Investment Services increased its Chevron (CVX) stake by 1.1% in Q2 2026, buying an estimated $120K and bringing the position to 60,465 shares worth $10M. The position accounts for 0.94% of the portfolio, ranked #36.

Oak Harvest Investment Services first reported a position in CVX in Q4 2020 and has held it in 23 quarters since. The position peaked at $12.4M in Q1 2026. 2,430 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Oak Harvest Investment Services held 60,465 shares of Chevron worth $10M as of Q2 2026.
  • Oak Harvest Investment Services bought 643 Chevron shares in Q2 2026, an estimated $120K.
  • Chevron made up 0.94% of Oak Harvest Investment Services's portfolio in Q2 2026, its #36 holding.
  • Oak Harvest Investment Services first reported a position in Chevron in Q4 2020 and has held it in 23 quarters since.
  • Oak Harvest Investment Services's Chevron position peaked at $12.4M in Q1 2026.
  • 2,430 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Oak Harvest Investment Services's 13F filing for Q2 2026, filed 27 Jul 2026.