High Point Wealth Management
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High Point Wealth Management’s Chevron CVX Stock Holding History

High 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
Q3 		$96K Buy
470
+1
+0.2% +$197 0.08% 115
2026
Q2 		$77.7K Buy
469
+1
+0.2% +$186 0.06% 119
2026
Q1 		$96.8K Buy
468
+121
+35% +$22.1K 0.09% 107
2025
Q4 		$52.9K Buy
+347
New +$52.8K 0.05% 138

Other funds holding CVX

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

High Point Wealth Management's CVX Position: Q3 2026 in Review

High Point Wealth Management increased its Chevron (CVX) stake by 0.21% in Q3 2026, buying an estimated $197 and bringing the position to 470 shares worth $96K. The position accounts for 0.08% of the portfolio, ranked #115.

High Point Wealth Management first reported a position in CVX in Q4 2025 and has held it in 4 quarters since. The position peaked at $96.8K in Q1 2026. 2,709 funds tracked by Wall St. Rank hold CVX as of Q3 2026.

  • High Point Wealth Management held 470 shares of Chevron worth $96K as of Q3 2026.
  • High Point Wealth Management bought 1 Chevron share in Q3 2026, an estimated $197.
  • Chevron made up 0.08% of High Point Wealth Management's portfolio in Q3 2026, its #115 holding.
  • High Point Wealth Management first reported a position in Chevron in Q4 2025 and has held it in 4 quarters since.
  • High Point Wealth Management's Chevron position peaked at $96.8K in Q1 2026.
  • 2,709 funds tracked by Wall St. Rank held Chevron as of Q3 2026.

Based on High Point Wealth Management's 13F filing for Q3 2026, filed 5 Nov 2026.