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Centerpoint Advisory Group’s Chevron CVX Stock Holding History

Centerpoint Advisory Group’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 		$1.07M Hold
6,463
– – 0.68% 37
2026
Q1 		$1.34M Buy
6,463
+30
+0.5% +$5.47K 1.01% 29
2025
Q4 		$980K Hold
6,433
– – 0.76% 35
2025
Q3 		$999K Buy
6,433
+71
+1% +$11K 0.78% 33
2025
Q2 		$911K Sell
6,362
-114
-2% -$16.1K 0.79% 33
2025
Q1 		$1.08M Buy
6,476
+12
+0.2% +$1.88K 1.07% 28
2024
Q4 		$936K Buy
+6,464
New +$989K 0.91% 32

Other funds holding CVX

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Centerpoint Advisory Group's CVX Position: Q2 2026 in Review

Centerpoint Advisory Group held its Chevron (CVX) position steady in Q2 2026 at 6,463 shares worth $1.07M. The position accounts for 0.68% of the portfolio, ranked #37.

Centerpoint Advisory Group first reported a position in CVX in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.34M in Q1 2026. 2,617 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Centerpoint Advisory Group held 6,463 shares of Chevron worth $1.07M as of Q2 2026.
  • Centerpoint Advisory Group left its Chevron share count unchanged in Q2 2026.
  • Chevron made up 0.68% of Centerpoint Advisory Group's portfolio in Q2 2026, its #37 holding.
  • Centerpoint Advisory Group first reported a position in Chevron in Q4 2024 and has held it in 7 quarters since.
  • Centerpoint Advisory Group's Chevron position peaked at $1.34M in Q1 2026.
  • 2,617 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Centerpoint Advisory Group's 13F filing for Q2 2026, filed 29 Jul 2026.