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Centerpoint Advisors’s Chevron CVX Stock Holding History

Centerpoint Advisors’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 		$49K Sell
238
-500
-68% -$91.2K 0.02% 159
2025
Q4 		$112K Sell
738
-201
-21% -$30.6K 0.03% 115
2025
Q3 		$146K Buy
939
+141
+18% +$21.8K 0.05% 105
2025
Q2 		$114K Buy
798
+25
+3% +$3.52K 0.04% 107
2025
Q1 		$129K Sell
773
-528
-41% -$82.7K 0.05% 106
2024
Q4 		$188K Sell
1,301
-240
-16% -$36.7K 0.07% 93
2024
Q3 		$227K Sell
1,541
-18
-1% -$2.68K 0.08% 82
2024
Q2 		$244K Buy
1,559
+325
+26% +$51.8K 0.09% 82
2024
Q1 		$195K Hold
1,234
– – 0.07% 85
2023
Q4 		$184K Sell
1,234
-25
-2% -$3.78K 0.07% 87
2023
Q3 		$212K Buy
1,259
+55
+5% +$8.88K 0.09% 87
2023
Q2 		$189K Sell
1,204
-80
-6% -$12.8K 0.08% 96
2023
Q1 		$209K Buy
1,284
+327
+34% +$54.8K 0.09% 91
2022
Q4 		$172K Buy
957
+73
+8% +$12.7K 0.08% 93
2022
Q3 		$127K Buy
884
+500
+130% +$76.3K 0.07% 98
2022
Q2 		$56K Hold
384
– – 0.03% 132
2022
Q1 		$63K Buy
+384
New +$55.1K 0.03% 135
2020
Q1 		– Sell
-170
Closed -$20K – 248
2019
Q4 		$20K Sell
170
-1,114
-87% -$131K 0.01% 138
2019
Q3 		$152K Hold
1,284
– – 0.12% 52
2019
Q2 		$160K Hold
1,284
– – 0.13% 47
2019
Q1 		$158K Hold
1,284
– – 0.13% 48
2018
Q4 		$140K Sell
1,284
-439
-25% -$50.9K 0.13% 50
2018
Q3 		$211K Buy
1,723
+180
+12% +$21.8K 0.17% 42
2018
Q2 		$195K Buy
1,543
+291
+23% +$36.1K 0.16% 43
2018
Q1 		$143K Sell
1,252
-86
-6% -$10.3K 0.12% 52
2017
Q4 		$168K Buy
+1,338
New +$159K 0.15% 41

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 $336B AUM 34.66% 1-Year Est. Return

Centerpoint Advisors's CVX Position: Q1 2026 in Review

Centerpoint Advisors reduced its Chevron (CVX) stake by 68% in Q1 2026, selling an estimated $91.2K and leaving 238 shares worth $49K. The position accounts for 0.02% of the portfolio, ranked #159.

Centerpoint Advisors first reported a position in CVX in Q4 2017 and has held it in 26 quarters since. The position peaked at $244K in Q2 2024. 4,271 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Centerpoint Advisors held 238 shares of Chevron worth $49K as of Q1 2026.
  • Centerpoint Advisors sold 500 Chevron shares in Q1 2026, an estimated $91.2K.
  • Chevron made up 0.02% of Centerpoint Advisors's portfolio in Q1 2026, its #159 holding.
  • Centerpoint Advisors first reported a position in Chevron in Q4 2017 and has held it in 26 quarters since.
  • Centerpoint Advisors's Chevron position peaked at $244K in Q2 2024.
  • 4,271 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Centerpoint Advisors's 13F filing for Q1 2026, filed 7 May 2026.