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 Q2	$391K	Buy	2,360 +10	+0.4%	+$1.86K	0.18%	94
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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Pacific Point Advisors's CVX Position: Q2 2026 in Review

Pacific Point Advisors increased its Chevron (CVX) stake by 0.43% in Q2 2026, buying an estimated $1.86K and bringing the position to 2,360 shares worth $391K. The position accounts for 0.18% of the portfolio, ranked #94.

Pacific Point Advisors first reported a position in CVX in Q4 2024 and has held it in 7 quarters since. The position peaked at $486K in Q1 2026. 4,123 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

Pacific Point Advisors held 2,360 shares of Chevron worth $391K as of Q2 2026.
Pacific Point Advisors bought 10 Chevron shares in Q2 2026, an estimated $1.86K.
Chevron made up 0.18% of Pacific Point Advisors's portfolio in Q2 2026, its #94 holding.
Pacific Point Advisors first reported a position in Chevron in Q4 2024 and has held it in 7 quarters since.
Pacific Point Advisors's Chevron position peaked at $486K in Q1 2026.
4,123 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Pacific Point Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.