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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
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

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 $295B AUM 31.6% 1-Year Est. Return

Safe Harbor Fiduciary's CVX Position: Q1 2026 in Review

Safe Harbor Fiduciary increased its Chevron (CVX) stake by 2.1% in Q1 2026, buying an estimated $34.1K and bringing the position to 9,132 shares worth $1.89M. The position accounts for 1.8% of the portfolio, ranked #19.

Safe Harbor Fiduciary first reported a position in CVX in Q3 2024 and has held it in 6 quarters since. 4,267 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Safe Harbor Fiduciary held 9,132 shares of Chevron worth $1.89M as of Q1 2026.
  • Safe Harbor Fiduciary bought 187 Chevron shares in Q1 2026, an estimated $34.1K.
  • Chevron made up 1.8% of Safe Harbor Fiduciary's portfolio in Q1 2026, its #19 holding.
  • Safe Harbor Fiduciary first reported a position in Chevron in Q3 2024 and has held it in 6 quarters since.
  • 4,267 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Safe Harbor Fiduciary's 13F filing for Q1 2026, filed 15 May 2026.