Cardinal Point Capital Management’s Chevron CVX Stock Holding History

Cardinal Point Capital Management’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	$630K	Buy	3,800 +250	+7%	+$46.5K	0.04%	163
2026 Q1	$734K	Hold	3,550	–	–	0.05%	141
2025 Q4	$541K	Hold	3,550	–	–	0.04%	152
2025 Q3	$551K	Hold	3,550	–	–	0.04%	144
2025 Q2	$508K	Buy	+3,550	New	+$500K	0.04%	144
2023 Q2	–	Sell	-1,773	Closed	-$289K	–	71
2023 Q1	$289K	Sell	1,773 -79	-4%	-$13.2K	0.09%	64
2022 Q4	$332K	Buy	+1,852	New	+$323K	0.11%	52

Other funds holding CVX

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

AACR

ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return

Cardinal Point Capital Management's CVX Position: Q2 2026 in Review

Cardinal Point Capital Management increased its Chevron (CVX) stake by 7% in Q2 2026, buying an estimated $46.5K and bringing the position to 3,800 shares worth $630K. The position accounts for 0.04% of the portfolio, ranked #163.

Cardinal Point Capital Management first reported a position in CVX in Q4 2022 and has held it in 7 quarters since. The position peaked at $734K in Q1 2026. 2,572 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

Cardinal Point Capital Management held 3,800 shares of Chevron worth $630K as of Q2 2026.
Cardinal Point Capital Management bought 250 Chevron shares in Q2 2026, an estimated $46.5K.
Chevron made up 0.04% of Cardinal Point Capital Management's portfolio in Q2 2026, its #163 holding.
Cardinal Point Capital Management first reported a position in Chevron in Q4 2022 and has held it in 7 quarters since.
Cardinal Point Capital Management's Chevron position peaked at $734K in Q1 2026.
2,572 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Cardinal Point Capital Management's 13F filing for Q2 2026, filed 14 Jul 2026.