Cypress Point Wealth Management’s Chevron CVX Stock Holding History

Cypress Point Wealth 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	$250K	Buy	1,509 +264	+21%	+$49.1K	0.05%	122
2026 Q1	$258K	Buy	+1,245	New	+$227K	0.06%	101
2021 Q4	–	Sell	-250	Closed	-$25K	–	58
2021 Q3	$25K	Sell	250 -229	-48%	-$22.8K	0.02%	82
2021 Q2	$50K	Buy	479 +229	+92%	+$24.2K	0.04%	61
2021 Q1	$26K	Sell	250 -2,420	-91%	-$236K	0.03%	53
2020 Q4	$225K	Buy	+2,670	New	+$216K	0.34%	78

Other funds holding CVX

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

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Cypress Point Wealth Management's CVX Position: Q2 2026 in Review

Cypress Point Wealth Management increased its Chevron (CVX) stake by 21% in Q2 2026, buying an estimated $49.1K and bringing the position to 1,509 shares worth $250K. The position accounts for 0.05% of the portfolio, ranked #122.

Cypress Point Wealth Management first reported a position in CVX in Q4 2020 and has held it in 6 quarters since. The position peaked at $258K in Q1 2026. 1,759 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

Cypress Point Wealth Management held 1,509 shares of Chevron worth $250K as of Q2 2026.
Cypress Point Wealth Management bought 264 Chevron shares in Q2 2026, an estimated $49.1K.
Chevron made up 0.05% of Cypress Point Wealth Management's portfolio in Q2 2026, its #122 holding.
Cypress Point Wealth Management first reported a position in Chevron in Q4 2020 and has held it in 6 quarters since.
Cypress Point Wealth Management's Chevron position peaked at $258K in Q1 2026.
1,759 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Cypress Point Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.