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Pacific Point Advisors’s Chevron CVX Stock Holding History

Pacific Point Advisors’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 		$486K Sell
2,350
-325
-12% -$59.3K 0.26% 89
2025
Q4 		$408K Buy
2,675
+1,000
+60% +$152K 0.22% 99
2025
Q3 		$260K Hold
1,675
– – 0.15% 109
2025
Q2 		$240K Hold
1,675
– – 0.13% 109
2025
Q1 		$280K Hold
1,675
– – 0.16% 102
2024
Q4 		$257K Buy
+1,675
New +$256K 0.16% 103

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

Pacific Point Advisors's CVX Position: Q1 2026 in Review

Pacific Point Advisors reduced its Chevron (CVX) stake by 12% in Q1 2026, selling an estimated $59.3K and leaving 2,350 shares worth $486K. The position accounts for 0.26% of the portfolio, ranked #89.

Pacific Point Advisors first reported a position in CVX in Q4 2024 and has held it in 6 quarters since. 4,265 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Pacific Point Advisors held 2,350 shares of Chevron worth $486K as of Q1 2026.
  • Pacific Point Advisors sold 325 Chevron shares in Q1 2026, an estimated $59.3K.
  • Chevron made up 0.26% of Pacific Point Advisors's portfolio in Q1 2026, its #89 holding.
  • Pacific Point Advisors first reported a position in Chevron in Q4 2024 and has held it in 6 quarters since.
  • 4,265 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Pacific Point Advisors's 13F filing for Q1 2026, filed 4 May 2026.