DecisionPoint Financial
CVX icon

DecisionPoint Financial’s Chevron CVX Stock Holding History

DecisionPoint Financial’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
Q3 		$128K Buy
619
+77
+14% +$15.2K 0.02% 93
2026
Q2 		$89.8K Buy
542
+28
+5% +$5.21K 0.02% 82
2026
Q1 		$106K Sell
514
-122
-19% -$22.2K 0.02% 64
2025
Q4 		$96.9K Buy
636
+323
+103% +$49.2K 0.02% 67
2025
Q3 		$48.4K Buy
313
+4
+1% +$619 0.01% 80
2025
Q2 		$45K Buy
309
+9
+3% +$1.27K 0.01% 86
2025
Q1 		$50.2K Hold
300
– – 0.01% 83
2024
Q4 		$43.5K Hold
300
– – 0.01% 89
2024
Q3 		$44.2K Hold
300
– – 0.01% 87
2024
Q2 		$48.1K Sell
300
-50
-14% -$7.97K 0.02% 82
2024
Q1 		$58.1K Buy
350
+50
+17% +$7.54K 0.02% 77
2023
Q4 		$44.7K Sell
300
-4
-1% -$605 0.02% 79
2023
Q3 		$51.3K Hold
304
– – 0.03% 61
2023
Q2 		$47.8K Hold
304
– – 0.02% 66
2023
Q1 		$49.6K Hold
304
– – 0.03% 62
2022
Q4 		$54.6K Buy
+304
New +$53K 0.03% 53

Other funds holding CVX

Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
Oppenheimer Asset Management
Oppenheimer Asset Management New York $9.5B AUM 23.46% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

DecisionPoint Financial's CVX Position: Q3 2026 in Review

DecisionPoint Financial increased its Chevron (CVX) stake by 14% in Q3 2026, buying an estimated $15.2K and bringing the position to 619 shares worth $128K. The position accounts for 0.02% of the portfolio, ranked #93.

DecisionPoint Financial first reported a position in CVX in Q4 2022 and has held it in 16 quarters since. 1,649 funds tracked by Wall St. Rank hold CVX as of Q3 2026.

  • DecisionPoint Financial held 619 shares of Chevron worth $128K as of Q3 2026.
  • DecisionPoint Financial bought 77 Chevron shares in Q3 2026, an estimated $15.2K.
  • Chevron made up 0.02% of DecisionPoint Financial's portfolio in Q3 2026, its #93 holding.
  • DecisionPoint Financial first reported a position in Chevron in Q4 2022 and has held it in 16 quarters since.
  • 1,649 funds tracked by Wall St. Rank held Chevron as of Q3 2026.

Based on DecisionPoint Financial's 13F filing for Q3 2026, filed 27 Oct 2026.