NovaPoint Capital
CVX icon

NovaPoint Capital’s Chevron CVX Stock Holding History

NovaPoint Capital’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 		$4.88M Sell
23,885
-118
-0.5% -$23.2K 1.05% 35
2026
Q2 		$3.98M Buy
24,003
+326
+1% +$60.7K 0.83% 41
2026
Q1 		$4.9M Buy
23,677
+779
+3% +$142K 1.23% 35
2025
Q4 		$3.49M Buy
22,898
+1,420
+7% +$216K 0.9% 45
2025
Q3 		$3.34M Buy
21,478
+2,697
+14% +$418K 0.82% 47
2025
Q2 		$2.69M Buy
18,781
+1,513
+9% +$213K 0.82% 49
2025
Q1 		$2.89M Buy
17,268
+542
+3% +$84.8K 0.89% 47
2024
Q4 		$2.42M Buy
16,726
+1,276
+8% +$195K 0.74% 50
2024
Q3 		$2.28M Buy
15,450
+985
+7% +$147K 0.71% 51
2024
Q2 		$2.26M Buy
14,465
+1,174
+9% +$187K 0.77% 52
2024
Q1 		$2.1M Sell
13,291
-865
-6% -$131K 0.73% 52
2023
Q4 		$2.11M Sell
14,156
-572
-4% -$86.5K 0.78% 49
2023
Q3 		$2.48M Buy
14,728
+678
+5% +$110K 0.99% 42
2023
Q2 		$2.21M Buy
14,050
+413
+3% +$66.2K 0.82% 47
2023
Q1 		$2.22M Buy
13,637
+325
+2% +$54.5K 0.91% 44
2022
Q4 		$2.39M Sell
13,312
-234
-2% -$40.8K 1.04% 41
2022
Q3 		$1.95M Buy
13,546
+479
+4% +$73.1K 0.88% 48
2022
Q2 		$1.89M Sell
13,067
-458
-3% -$75.7K 0.82% 47
2022
Q1 		$2.2M Buy
13,525
+122
+0.9% +$17.5K 0.8% 51
2021
Q4 		$1.57M Buy
13,403
+1,845
+16% +$210K 0.56% 58
2021
Q3 		$1.17M Sell
11,558
-2,242
-16% -$224K 0.47% 62
2021
Q2 		$1.44M Buy
13,800
+565
+4% +$59.6K 0.6% 57
2021
Q1 		$1.39M Sell
13,235
-422
-3% -$41.2K 0.65% 57
2020
Q4 		$1.15M Sell
13,657
-310
-2% -$25.1K 0.6% 55
2020
Q3 		$1.01M Sell
13,967
-437
-3% -$36.8K 0.65% 52
2020
Q2 		$1.28M Buy
14,404
+929
+7% +$83.2K 0.96% 45
2020
Q1 		$976K Buy
13,475
+1,100
+9% +$109K 0.89% 47
2019
Q4 		$1.49M Buy
+12,375
New +$1.46M 1.17% 45

Other funds holding CVX

Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Adams Natural Resources Fund
Adams Natural Resources Fund Baltimore, Maryland $857M AUM 41.76% 1-Year Est. Return
Quilter Plc
Quilter Plc London, United Kingdom $6.95B AUM 39.67% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

NovaPoint Capital's CVX Position: Q3 2026 in Review

NovaPoint Capital reduced its Chevron (CVX) stake by 0.49% in Q3 2026, selling an estimated $23.2K and leaving 23,885 shares worth $4.88M. The position accounts for 1.05% of the portfolio, ranked #35.

NovaPoint Capital first reported a position in CVX in Q4 2019 and has held it in 28 quarters since. The position peaked at $4.9M in Q1 2026. 1,423 funds tracked by Wall St. Rank hold CVX as of Q3 2026.

  • NovaPoint Capital held 23,885 shares of Chevron worth $4.88M as of Q3 2026.
  • NovaPoint Capital sold 118 Chevron shares in Q3 2026, an estimated $23.2K.
  • Chevron made up 1.05% of NovaPoint Capital's portfolio in Q3 2026, its #35 holding.
  • NovaPoint Capital first reported a position in Chevron in Q4 2019 and has held it in 28 quarters since.
  • NovaPoint Capital's Chevron position peaked at $4.9M in Q1 2026.
  • 1,423 funds tracked by Wall St. Rank held Chevron as of Q3 2026.

Based on NovaPoint Capital's 13F filing for Q3 2026, filed 22 Oct 2026.