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Safe Harbor Fiduciary’s Chevron CVX Stock Holding History

Safe Harbor Fiduciary’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 		$1.53M Buy
9,226
+94
+1% +$17.5K 1.19% 32
2026
Q1 		$1.89M Buy
9,132
+187
+2% +$34.1K 1.8% 19
2025
Q4 		$1.37M Buy
+8,945
New +$1.36M 1.21% 32
2025
Q2 		$1.13M Buy
7,881
+906
+13% +$128K 1.06% 30
2025
Q1 		$1.17M Sell
6,975
-27
-0.4% -$4.23K 1.21% 24
2024
Q4 		$1.01M Buy
7,002
+60
+0.9% +$9.18K 1.03% 22
2024
Q3 		$1.02M Buy
+6,942
New +$1.03M 0.96% 25

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

Safe Harbor Fiduciary's CVX Position: Q2 2026 in Review

Safe Harbor Fiduciary increased its Chevron (CVX) stake by 1% in Q2 2026, buying an estimated $17.5K and bringing the position to 9,226 shares worth $1.53M. The position accounts for 1.19% of the portfolio, ranked #32.

Safe Harbor Fiduciary first reported a position in CVX in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.89M in Q1 2026. 4,123 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Safe Harbor Fiduciary held 9,226 shares of Chevron worth $1.53M as of Q2 2026.
  • Safe Harbor Fiduciary bought 94 Chevron shares in Q2 2026, an estimated $17.5K.
  • Chevron made up 1.19% of Safe Harbor Fiduciary's portfolio in Q2 2026, its #32 holding.
  • Safe Harbor Fiduciary first reported a position in Chevron in Q3 2024 and has held it in 7 quarters since.
  • Safe Harbor Fiduciary's Chevron position peaked at $1.89M in Q1 2026.
  • 4,123 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Safe Harbor Fiduciary's 13F filing for Q2 2026, filed 14 Aug 2026.