HAG
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HighPoint Advisor Group’s Chevron CVX Stock Holding History

HighPoint Advisor Group’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 		$7.12M Sell
34,417
-166,355
-83% -$30.3M 0.3% 72
2025
Q4 		$30.6M Buy
200,772
+67,975
+51% +$10.4M 0.67% 27
2025
Q3 		$20.6M Buy
132,797
+69,827
+111% +$10.8M 0.98% 14
2025
Q2 		$9.02M Sell
62,970
-1,719
-3% -$242K 0.48% 38
2025
Q1 		$9.01M Buy
64,689
+2,609
+4% +$408K 0.52% 34
2024
Q4 		$9.6M Buy
62,080
+1,386
+2% +$212K 0.52% 35
2024
Q3 		$8.94M Sell
60,694
-10,641
-15% -$1.58M 0.52% 34
2024
Q2 		$11.4M Buy
71,335
+24,765
+53% +$3.95M 0.68% 27
2024
Q1 		$7.66M Sell
46,570
-891
-2% -$134K 0.54% 33
2023
Q4 		$7.43M Buy
+47,461
New +$7.18M 0.53% 34
2022
Q2 		$5.35M Buy
+37,999
New +$6.28M 0.59% 34
2021
Q3 		$3.13M Sell
30,800
-25,562
-45% -$2.55M 0.31% 65
2021
Q2 		$5.9M Buy
56,362
+8,204
+17% +$866K 0.59% 35
2021
Q1 		$4.96M Buy
48,158
+3,128
+7% +$305K 0.57% 35
2020
Q4 		$4.1M Buy
45,030
+21,751
+93% +$1.76M 0.5% 42
2020
Q3 		$1.68M Sell
23,279
-362
-2% -$30.4K 0.3% 69
2020
Q2 		$2.07M Sell
23,641
-207
-0.9% -$18.5K 0.44% 52
2020
Q1 		$2.08M Sell
23,848
-4,497
-16% -$444K 0.49% 46
2019
Q4 		$3.21M Buy
28,345
+1,467
+5% +$173K 0.66% 35
2019
Q3 		$3.25M Buy
26,878
+1,424
+6% +$173K 0.72% 31
2019
Q2 		$3.19M Sell
25,454
-2,934
-10% -$355K 0.75% 30
2019
Q1 		$3.36M Buy
28,388
+1,284
+5% +$152K 0.82% 28
2018
Q4 		$3.23M Buy
27,104
+674
+3% +$78.1K 0.86% 26
2018
Q3 		$3.1M Sell
26,430
-271
-1% -$32.9K 0.85% 26
2018
Q2 		$3.14M Buy
26,701
+97
+0.4% +$12K 0.85% 23
2018
Q1 		$3.36M Buy
26,604
+3,469
+15% +$415K 0.92% 21
2017
Q4 		$2.62M Sell
23,135
-487
-2% -$57.7K 0.75% 31
2017
Q3 		$2.72M Buy
23,622
+944
+4% +$103K 0.84% 23
2017
Q2 		$2.5M Hold
22,678
– – 0.8% 24
2017
Q1 		$2.5M Sell
22,678
-4,525
-17% -$508K 0.8% 24
2016
Q4 		$3.1M Buy
27,203
+4,734
+21% +$516K 1% 21
2016
Q3 		$2.43M Sell
22,469
-1,386
-6% -$142K 0.86% 22
2016
Q2 		$2.42M Buy
23,855
+4,935
+26% +$496K 0.85% 22
2016
Q1 		$1.93M Buy
18,920
+247
+1% +$21.6K 1.18% 14
2015
Q4 		$1.56M Buy
18,673
+10,493
+128% +$946K 1.03% 22
2015
Q3 		$645K Sell
8,180
-8,656
-51% -$729K 0.72% 59
2015
Q2 		$1.62M Buy
16,836
+2,308
+16% +$242K 2.51% 7
2015
Q1 		$1.55M Buy
14,528
+574
+4% +$61.3K 2.37% 9
2014
Q4 		$1.55M Buy
+13,954
New +$1.59M 2.85% 8

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

HighPoint Advisor Group's CVX Position: Q1 2026 in Review

HighPoint Advisor Group reduced its Chevron (CVX) stake by 83% in Q1 2026, selling an estimated $30.3M and leaving 34,417 shares worth $7.12M. The position accounts for 0.3% of the portfolio, ranked #72.

HighPoint Advisor Group first reported a position in CVX in Q4 2014 and has held it in 39 quarters since. The position peaked at $30.6M in Q4 2025. 4,270 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • HighPoint Advisor Group held 34,417 shares of Chevron worth $7.12M as of Q1 2026.
  • HighPoint Advisor Group sold 166,355 Chevron shares in Q1 2026, an estimated $30.3M.
  • Chevron made up 0.3% of HighPoint Advisor Group's portfolio in Q1 2026, its #72 holding.
  • HighPoint Advisor Group first reported a position in Chevron in Q4 2014 and has held it in 39 quarters since.
  • HighPoint Advisor Group's Chevron position peaked at $30.6M in Q4 2025.
  • 4,270 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on HighPoint Advisor Group's 13F filing for Q1 2026, filed 14 May 2026.