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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
Q2 		$59K Buy
354
+116
+49% +$21.6K 0.02% 160
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Centerpoint Advisors's CVX Position: Q2 2026 in Review

Centerpoint Advisors increased its Chevron (CVX) stake by 49% in Q2 2026, buying an estimated $21.6K and bringing the position to 354 shares worth $59K. The position accounts for 0.02% of the portfolio, ranked #160.

Centerpoint Advisors first reported a position in CVX in Q4 2017 and has held it in 27 quarters since. The position peaked at $244K in Q2 2024. 4,141 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Centerpoint Advisors held 354 shares of Chevron worth $59K as of Q2 2026.
  • Centerpoint Advisors bought 116 Chevron shares in Q2 2026, an estimated $21.6K.
  • Chevron made up 0.02% of Centerpoint Advisors's portfolio in Q2 2026, its #160 holding.
  • Centerpoint Advisors first reported a position in Chevron in Q4 2017 and has held it in 27 quarters since.
  • Centerpoint Advisors's Chevron position peaked at $244K in Q2 2024.
  • 4,141 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Centerpoint Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.