Pointe Capital Management’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $713K | Sell |
3,445
-85
| -2% | -$15.5K | 0.35% | 63 |
|
|
2025
Q4 | $538K | Sell |
3,530
-211
| -6% | -$32.1K | 0.27% | 82 |
|
|
2025
Q3 | $581K | Hold |
3,741
| – | – | 0.28% | 79 |
|
|
2025
Q2 | $536K | Buy |
3,741
+133
| +4% | +$18.7K | 0.28% | 87 |
|
|
2025
Q1 | $604K | Hold |
3,608
| – | – | 0.35% | 73 |
|
|
2024
Q4 | $523K | Buy |
3,608
+44
| +1% | +$6.74K | 0.3% | 89 |
|
|
2024
Q3 | $525K | Sell |
3,564
-536
| -13% | -$79.8K | 0.31% | 86 |
|
|
2024
Q2 | $641K | Sell |
4,100
-17
| -0.4% | -$2.71K | 0.4% | 66 |
|
|
2024
Q1 | $649K | Hold |
4,117
| – | – | 0.4% | 65 |
|
|
2023
Q4 | $614K | Sell |
4,117
-58
| -1% | -$8.77K | 0.43% | 63 |
|
|
2023
Q3 | $704K | Buy |
4,175
+11
| +0.3% | +$1.78K | 0.52% | 47 |
|
|
2023
Q2 | $655K | Buy |
4,164
+122
| +3% | +$19.6K | 0.49% | 53 |
|
|
2023
Q1 | $659K | Buy |
4,042
+1,643
| +68% | +$275K | 0.47% | 51 |
|
|
2022
Q4 | $431K | Sell |
2,399
-200
| -8% | -$34.9K | 0.33% | 82 |
|
|
2022
Q3 | $373K | Hold |
2,599
| – | – | 0.3% | 88 |
|
|
2022
Q2 | $376K | Hold |
2,599
| – | – | 0.28% | 90 |
|
|
2022
Q1 | $423K | Buy |
2,599
+583
| +29% | +$83.6K | 0.27% | 97 |
|
|
2021
Q4 | $237K | Sell |
2,016
-10
| -0.5% | -$1.14K | 0.14% | 135 |
|
|
2021
Q3 | $206K | Sell |
2,026
-2,890
| -59% | -$288K | 0.14% | 137 |
|
|
2021
Q2 | $515K | Buy |
4,916
+140
| +3% | +$14.8K | 0.36% | 79 |
|
|
2021
Q1 | $500K | Sell |
4,776
-28
| -0.6% | -$2.73K | 0.35% | 79 |
|
|
2020
Q4 | $406K | Sell |
4,804
-103
| -2% | -$8.34K | 0.35% | 83 |
|
|
2020
Q3 | $353K | Buy |
4,907
+734
| +18% | +$61.7K | 0.31% | 89 |
|
|
2020
Q2 | $372K | Sell |
4,173
-60
| -1% | -$5.37K | 0.33% | 87 |
|
|
2020
Q1 | $307K | Buy |
4,233
+614
| +17% | +$60.7K | 0.3% | 88 |
|
|
2019
Q4 | $436K | Sell |
3,619
-10
| -0.3% | -$1.18K | 0.37% | 79 |
|
|
2019
Q3 | $430K | Sell |
3,629
-30
| -0.8% | -$3.64K | 0.36% | 84 |
|
|
2019
Q2 | $455K | Sell |
3,659
-428
| -10% | -$51.8K | 0.37% | 77 |
|
|
2019
Q1 | $503K | Buy |
4,087
+1,078
| +36% | +$128K | 0.42% | 73 |
|
|
2018
Q4 | $327K | Sell |
3,009
-23
| -0.8% | -$2.66K | 0.32% | 92 |
|
|
2018
Q3 | $371K | Buy |
3,032
+331
| +12% | +$40.2K | 0.29% | 96 |
|
|
2018
Q2 | $341K | Buy |
2,701
+18
| +0.7% | +$2.23K | 0.29% | 99 |
|
|
2018
Q1 | $306K | Buy |
2,683
+22
| +0.8% | +$2.63K | 0.26% | 115 |
|
|
2017
Q4 | $333K | Buy |
2,661
+925
| +53% | +$110K | 0.27% | 110 |
|
|
2017
Q3 | $204K | Buy |
+1,736
| New | +$189K | 0.15% | 146 |
|
|
2016
Q4 | – | Sell |
-2,036
| Closed | -$210K | – | 171 |
|
|
2016
Q3 | $210K | Hold |
2,036
| – | – | 0.15% | 143 |
|
|
2016
Q2 | $213K | Buy |
+2,036
| New | +$205K | 0.16% | 141 |
|
|
2015
Q3 | – | Sell |
-2,211
| Closed | -$213K | – | 163 |
|
|
2015
Q2 | $213K | Hold |
2,211
| – | – | 0.1% | 158 |
|
|
2015
Q1 | $232K | Buy |
+2,211
| New | +$236K | 0.11% | 147 |
|
Other funds holding CVX
VCM
VPM
Pointe Capital Management's CVX Position: Q1 2026 in Review
Pointe Capital Management reduced its Chevron (CVX) stake by 2.4% in Q1 2026, selling an estimated $15.5K and leaving 3,445 shares worth $713K. The position accounts for 0.35% of the portfolio, ranked #63.
Pointe Capital Management first reported a position in CVX in Q1 2015 and has held it in 39 quarters since. 4,268 funds tracked by Wall St. Rank hold CVX as of Q1 2026.
- Pointe Capital Management held 3,445 shares of Chevron worth $713K as of Q1 2026.
- Pointe Capital Management sold 85 Chevron shares in Q1 2026, an estimated $15.5K.
- Chevron made up 0.35% of Pointe Capital Management's portfolio in Q1 2026, its #63 holding.
- Pointe Capital Management first reported a position in Chevron in Q1 2015 and has held it in 39 quarters since.
- 4,268 funds tracked by Wall St. Rank held Chevron as of Q1 2026.
Based on Pointe Capital Management's 13F filing for Q1 2026, filed 15 May 2026.