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Basepoint Wealth’s Chevron CVX Stock Holding History

Basepoint Wealth’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 		$438K Buy
2,640
+65
+3% +$12.1K 0.25% 67
2026
Q1 		$533K Buy
2,575
+23
+0.9% +$4.19K 0.3% 49
2025
Q4 		$389K Buy
2,552
+19
+0.8% +$2.89K 0.24% 61
2025
Q3 		$393K Buy
2,533
+20
+0.8% +$3.1K 0.28% 65
2025
Q2 		$360K Buy
2,513
+77
+3% +$10.9K 0.28% 68
2025
Q1 		$407K Buy
2,436
+25
+1% +$3.91K 0.32% 59
2024
Q4 		$349K Buy
2,411
+100
+4% +$15.3K 0.28% 71
2024
Q3 		$340K Buy
2,311
+271
+13% +$40.3K 0.25% 76
2024
Q2 		$319K Buy
2,040
+65
+3% +$10.4K 0.25% 72
2024
Q1 		$311K Buy
1,975
+237
+14% +$35.8K 0.23% 87
2023
Q4 		$259K Buy
1,738
+446
+35% +$67.5K 0.21% 87
2023
Q3 		$218K Buy
+1,292
New +$209K 0.18% 93

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

Basepoint Wealth's CVX Position: Q2 2026 in Review

Basepoint Wealth increased its Chevron (CVX) stake by 2.5% in Q2 2026, buying an estimated $12.1K and bringing the position to 2,640 shares worth $438K. The position accounts for 0.25% of the portfolio, ranked #67.

Basepoint Wealth first reported a position in CVX in Q3 2023 and has held it in 12 quarters since. The position peaked at $533K in Q1 2026. 4,126 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Basepoint Wealth held 2,640 shares of Chevron worth $438K as of Q2 2026.
  • Basepoint Wealth bought 65 Chevron shares in Q2 2026, an estimated $12.1K.
  • Chevron made up 0.25% of Basepoint Wealth's portfolio in Q2 2026, its #67 holding.
  • Basepoint Wealth first reported a position in Chevron in Q3 2023 and has held it in 12 quarters since.
  • Basepoint Wealth's Chevron position peaked at $533K in Q1 2026.
  • 4,126 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Basepoint Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.