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PGIM Custom Harvest’s Chevron CVX Stock Holding History

PGIM Custom Harvest’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
Q1 		$748K Sell
3,614
-444
-11% -$81K 0.01% 142
2025
Q4 		$618K Buy
4,058
+229
+6% +$34.9K 0.01% 151
2025
Q3 		$595K Buy
3,829
+854
+29% +$132K 0.01% 150
2025
Q2 		$426K Sell
2,975
-570
-16% -$80.4K 0.01% 156
2025
Q1 		$593K Sell
3,545
-2,538
-42% -$397K 0.01% 141
2024
Q4 		$881K Buy
6,083
+648
+12% +$99.2K 0.02% 122
2024
Q3 		$800K Buy
5,435
+101
+2% +$15K 0.02% 127
2024
Q2 		$834K Sell
5,334
-122
-2% -$19.5K 0.02% 120
2024
Q1 		$861K Buy
5,456
+2,467
+83% +$372K 0.02% 108
2023
Q4 		$446K Buy
2,989
+1,209
+68% +$183K 0.01% 132
2023
Q3 		$300K Buy
+1,780
New +$288K 0.01% 142
2023
Q1 		– Sell
-1,215
Closed -$218K – 201
2022
Q4 		$218K Buy
+1,215
New +$212K 0.01% 194
2021
Q3 		$26K Hold
560
– – ﹤0.01% 230
2021
Q2 		$59K Hold
560
– – 0.01% 202
2021
Q1 		$59K Hold
560
– – 0.01% 185
2020
Q4 		$53K Buy
+560
New +$45.3K 0.02% 162

Other funds holding CVX

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

PGIM Custom Harvest's CVX Position: Q1 2026 in Review

PGIM Custom Harvest reduced its Chevron (CVX) stake by 11% in Q1 2026, selling an estimated $81K and leaving 3,614 shares worth $748K. The position accounts for 0.01% of the portfolio, ranked #142.

PGIM Custom Harvest first reported a position in CVX in Q4 2020 and has held it in 16 quarters since. The position peaked at $881K in Q4 2024. 4,274 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • PGIM Custom Harvest held 3,614 shares of Chevron worth $748K as of Q1 2026.
  • PGIM Custom Harvest sold 444 Chevron shares in Q1 2026, an estimated $81K.
  • Chevron made up 0.01% of PGIM Custom Harvest's portfolio in Q1 2026, its #142 holding.
  • PGIM Custom Harvest first reported a position in Chevron in Q4 2020 and has held it in 16 quarters since.
  • PGIM Custom Harvest's Chevron position peaked at $881K in Q4 2024.
  • 4,274 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on PGIM Custom Harvest's 13F filing for Q1 2026, filed 13 May 2026.