Sanders Morris Harris’s Chevron CVX Stock Holding History

Sanders Morris Harris’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	$1.87M	Hold	11,300	–	–	1.09%	17
2026 Q1	$2.34M	Buy	+11,300	New	+$2.06M	0.37%	58
2025 Q4	–	Sell	-1,300	Closed	-$202K	–	98
2025 Q3	$202K	Buy	+1,300	New	+$201K	0.03%	276
2025 Q2	–	Sell	-1,300	Closed	-$217K	–	198
2025 Q1	$217K	Buy	+1,300	New	+$204K	0.03%	246
2024 Q3	–	Sell	-1,300	Closed	-$203K	–	290
2024 Q2	$203K	Buy	+1,300	New	+$207K	0.03%	253
2021 Q2	–	Sell	-10,400	Closed	-$1.09M	–	321
2021 Q1	$1.09M	Buy	10,400 +225	+2%	+$22K	0.23%	81
2020 Q4	$860K	Hold	10,175	–	–	0.2%	94
2020 Q3	$733K	Hold	10,175	–	–	0.2%	107
2020 Q2	$908K	Sell	10,175 -1,000	-9%	-$89.5K	0.44%	32
2020 Q1	$1K	Sell	11,175 -1,348	-11%	-$133K	﹤0.01%	138
2019 Q4	$1.52M	Hold	12,523	–	–	0.35%	80
2019 Q3	$1.43M	Hold	12,523	–	–	0.34%	72
2019 Q2	$1.56M	Buy	+12,523	New	+$1.51M	0.4%	58
2019 Q1	–	Sell	-2,723	Closed	-$296K	–	129
2018 Q4	$296K	Sell	2,723 -472	-15%	-$54.7K	0.16%	82
2018 Q3	$391K	Sell	3,195 -500	-14%	-$60.7K	0.18%	78
2018 Q2	$467K	Hold	3,695	–	–	0.22%	67
2018 Q1	$421K	Hold	3,695	–	–	0.18%	81
2017 Q4	$462K	Sell	3,695 -100	-3%	-$11.9K	0.2%	68
2017 Q3	$446K	Hold	3,795	–	–	0.19%	80
2017 Q2	$396K	Hold	3,795	–	–	0.16%	72
2017 Q1	$407K	Hold	3,795	–	–	0.15%	86
2016 Q4	$447K	Sell	3,795 -2,085	-35%	-$227K	0.21%	67
2016 Q3	$624K	Sell	5,880 -2,202	-27%	-$225K	0.19%	74
2016 Q2	$847K	Sell	8,082 -31,423	-80%	-$3.16M	0.2%	112
2016 Q1	$3.76M	Buy	+39,505	New	+$3.46M	0.65%	29

Other funds holding CVX

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Sanders Morris Harris's CVX Position: Q2 2026 in Review

Sanders Morris Harris held its Chevron (CVX) position steady in Q2 2026 at 11,300 shares worth $1.87M. The position accounts for 1.09% of the portfolio, ranked #17.

Sanders Morris Harris first reported a position in CVX in Q1 2016 and has held it in 25 quarters since. The position peaked at $3.76M in Q1 2016. 772 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

Sanders Morris Harris held 11,300 shares of Chevron worth $1.87M as of Q2 2026.
Sanders Morris Harris left its Chevron share count unchanged in Q2 2026.
Chevron made up 1.09% of Sanders Morris Harris's portfolio in Q2 2026, its #17 holding.
Sanders Morris Harris first reported a position in Chevron in Q1 2016 and has held it in 25 quarters since.
Sanders Morris Harris's Chevron position peaked at $3.76M in Q1 2016.
772 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Sanders Morris Harris's 13F filing for Q2 2026, filed 7 Jul 2026.