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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
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

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 $295B AUM 31.6% 1-Year Est. Return

DecisionPoint Financial's CVX Position: Q1 2026 in Review

DecisionPoint Financial reduced its Chevron (CVX) stake by 19% in Q1 2026, selling an estimated $22.2K and leaving 514 shares worth $106K. The position accounts for 0.02% of the portfolio, ranked #64.

DecisionPoint Financial first reported a position in CVX in Q4 2022 and has held it in 14 quarters since. 4,269 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • DecisionPoint Financial held 514 shares of Chevron worth $106K as of Q1 2026.
  • DecisionPoint Financial sold 122 Chevron shares in Q1 2026, an estimated $22.2K.
  • Chevron made up 0.02% of DecisionPoint Financial's portfolio in Q1 2026, its #64 holding.
  • DecisionPoint Financial first reported a position in Chevron in Q4 2022 and has held it in 14 quarters since.
  • 4,269 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on DecisionPoint Financial's 13F filing for Q1 2026, filed 6 May 2026.