Hamilton Point Investment Advisors’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $224K | Hold |
1,349
| – | – | 0.03% | 135 |
|
|
2026
Q1 | $279K | Sell |
1,349
-1
| -0.1% | -$182 | 0.04% | 116 |
|
|
2025
Q4 | $206K | Sell |
1,350
-5
| -0.4% | -$762 | 0.03% | 138 |
|
|
2025
Q3 | $210K | Sell |
1,355
-91
| -6% | -$14.1K | 0.03% | 128 |
|
|
2025
Q2 | $207K | Sell |
1,446
-32
| -2% | -$4.51K | 0.03% | 127 |
|
|
2025
Q1 | $247K | Buy |
1,478
+39
| +3% | +$6.11K | 0.04% | 115 |
|
|
2024
Q4 | $208K | Hold |
1,439
| – | – | 0.04% | 123 |
|
|
2024
Q3 | $212K | Hold |
1,439
| – | – | 0.04% | 119 |
|
|
2024
Q2 | $225K | Hold |
1,439
| – | – | 0.04% | 108 |
|
|
2024
Q1 | $227K | Buy |
+1,439
| New | +$217K | 0.04% | 111 |
|
|
2020
Q1 | – | Sell |
-26,988
| Closed | -$3.25M | – | 68 |
|
|
2019
Q4 | $3.25M | Buy |
26,988
+200
| +0.7% | +$23.6K | 1.24% | 40 |
|
|
2019
Q3 | $3.18M | Buy |
26,788
+1,159
| +5% | +$141K | 1.3% | 40 |
|
|
2019
Q2 | $3.19M | Buy |
25,629
+168
| +0.7% | +$20.3K | 1.36% | 37 |
|
|
2019
Q1 | $3.14M | Sell |
25,461
-158
| -0.6% | -$18.7K | 1.4% | 34 |
|
|
2018
Q4 | $2.79M | Buy |
25,619
+774
| +3% | +$89.7K | 1.41% | 33 |
|
|
2018
Q3 | $3.04M | Buy |
24,845
+5
| +0% | +$607 | 1.42% | 33 |
|
|
2018
Q2 | $3.14M | Buy |
24,840
+241
| +1% | +$29.9K | 1.56% | 29 |
|
|
2018
Q1 | $2.81M | Buy |
24,599
+10,957
| +80% | +$1.31M | 1.42% | 34 |
|
|
2017
Q4 | $1.71M | Sell |
13,642
-775
| -5% | -$91.9K | 0.89% | 49 |
|
|
2017
Q3 | $1.69M | Buy |
14,417
+128
| +0.9% | +$14K | 0.92% | 50 |
|
|
2017
Q2 | $1.49M | Sell |
14,289
-5
| -0% | -$530 | 0.84% | 53 |
|
|
2017
Q1 | $1.53M | Sell |
14,294
-183
| -1% | -$20.5K | 0.87% | 54 |
|
|
2016
Q4 | $1.7M | Buy |
14,477
+145
| +1% | +$15.8K | 1.05% | 49 |
|
|
2016
Q3 | $1.48M | Buy |
14,332
+531
| +4% | +$54.2K | 0.93% | 55 |
|
|
2016
Q2 | $1.45M | Buy |
13,801
+575
| +4% | +$57.8K | 0.95% | 55 |
|
|
2016
Q1 | $1.26M | Buy |
13,226
+14
| +0.1% | +$1.23K | 0.84% | 57 |
|
|
2015
Q4 | $1.19M | Buy |
13,212
+1,175
| +10% | +$106K | 0.82% | 58 |
|
|
2015
Q3 | $949K | Buy |
12,037
+600
| +5% | +$50.5K | 0.74% | 58 |
|
|
2015
Q2 | $1.1M | Buy |
11,437
+140
| +1% | +$14.7K | 0.89% | 52 |
|
|
2015
Q1 | $1.19M | Buy |
11,297
+1,150
| +11% | +$123K | 0.98% | 50 |
|
|
2014
Q4 | $1.14M | Buy |
10,147
+517
| +5% | +$58.7K | 0.98% | 54 |
|
|
2014
Q3 | $1.15M | Buy |
9,630
+175
| +2% | +$22.3K | 1.07% | 48 |
|
|
2014
Q2 | $1.23M | Sell |
9,455
-30
| -0.3% | -$3.73K | 1.15% | 45 |
|
|
2014
Q1 | $1.13M | Buy |
9,485
+473
| +5% | +$55K | 1.05% | 49 |
|
|
2013
Q4 | $1.13M | Buy |
+9,012
| New | +$1.09M | 1.12% | 43 |
|
Other funds holding CVX
Hamilton Point Investment Advisors's CVX Position: Q2 2026 in Review
Hamilton Point Investment Advisors held its Chevron (CVX) position steady in Q2 2026 at 1,349 shares worth $224K. The position accounts for 0.03% of the portfolio, ranked #135.
Hamilton Point Investment Advisors first reported a position in CVX in Q4 2013 and has held it in 35 quarters since. The position peaked at $3.25M in Q4 2019. 4,110 funds tracked by Wall St. Rank hold CVX as of Q2 2026.
- Hamilton Point Investment Advisors held 1,349 shares of Chevron worth $224K as of Q2 2026.
- Hamilton Point Investment Advisors left its Chevron share count unchanged in Q2 2026.
- Chevron made up 0.03% of Hamilton Point Investment Advisors's portfolio in Q2 2026, its #135 holding.
- Hamilton Point Investment Advisors first reported a position in Chevron in Q4 2013 and has held it in 35 quarters since.
- Hamilton Point Investment Advisors's Chevron position peaked at $3.25M in Q4 2019.
- 4,110 funds tracked by Wall St. Rank held Chevron as of Q2 2026.
Based on Hamilton Point Investment Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.