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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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

DecisionPoint Financial's CVX Position: Q2 2026 in Review

DecisionPoint Financial increased its Chevron (CVX) stake by 5.4% in Q2 2026, buying an estimated $5.21K and bringing the position to 542 shares worth $89.8K. The position accounts for 0.02% of the portfolio, ranked #82.

DecisionPoint Financial first reported a position in CVX in Q4 2022 and has held it in 15 quarters since. The position peaked at $106K in Q1 2026. 4,130 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • DecisionPoint Financial held 542 shares of Chevron worth $89.8K as of Q2 2026.
  • DecisionPoint Financial bought 28 Chevron shares in Q2 2026, an estimated $5.21K.
  • Chevron made up 0.02% of DecisionPoint Financial's portfolio in Q2 2026, its #82 holding.
  • DecisionPoint Financial first reported a position in Chevron in Q4 2022 and has held it in 15 quarters since.
  • DecisionPoint Financial's Chevron position peaked at $106K in Q1 2026.
  • 4,130 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on DecisionPoint Financial's 13F filing for Q2 2026, filed 5 Aug 2026.