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S Harris Financial Group’s Chevron CVX Stock Holding History

S Harris Financial 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 		$338K Buy
2,040
+23
+1% +$4.28K 0.26% 67
2026
Q1 		$417K Buy
2,017
+414
+26% +$75.5K 0.38% 46
2025
Q4 		$244K Buy
+1,603
New +$244K 0.23% 76

Other funds holding CVX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

S Harris Financial Group's CVX Position: Q2 2026 in Review

S Harris Financial Group increased its Chevron (CVX) stake by 1.1% in Q2 2026, buying an estimated $4.28K and bringing the position to 2,040 shares worth $338K. The position accounts for 0.26% of the portfolio, ranked #67.

S Harris Financial Group first reported a position in CVX in Q4 2025 and has held it in 3 quarters since. The position peaked at $417K in Q1 2026. 4,097 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • S Harris Financial Group held 2,040 shares of Chevron worth $338K as of Q2 2026.
  • S Harris Financial Group bought 23 Chevron shares in Q2 2026, an estimated $4.28K.
  • Chevron made up 0.26% of S Harris Financial Group's portfolio in Q2 2026, its #67 holding.
  • S Harris Financial Group first reported a position in Chevron in Q4 2025 and has held it in 3 quarters since.
  • S Harris Financial Group's Chevron position peaked at $417K in Q1 2026.
  • 4,097 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on S Harris Financial Group's 13F filing for Q2 2026, filed 24 Jul 2026.