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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
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

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

Basepoint Wealth's CVX Position: Q1 2026 in Review

Basepoint Wealth increased its Chevron (CVX) stake by 0.9% in Q1 2026, buying an estimated $4.19K and bringing the position to 2,575 shares worth $533K. The position accounts for 0.3% of the portfolio, ranked #49.

Basepoint Wealth first reported a position in CVX in Q3 2023 and has held it in 11 quarters since. 4,268 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Basepoint Wealth held 2,575 shares of Chevron worth $533K as of Q1 2026.
  • Basepoint Wealth bought 23 Chevron shares in Q1 2026, an estimated $4.19K.
  • Chevron made up 0.3% of Basepoint Wealth's portfolio in Q1 2026, its #49 holding.
  • Basepoint Wealth first reported a position in Chevron in Q3 2023 and has held it in 11 quarters since.
  • 4,268 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Basepoint Wealth's 13F filing for Q1 2026, filed 7 May 2026.