Running Point Capital Advisors’s Chevron CVX Stock Holding History

Running Point Capital 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
2025 Q4	$308K	Sell	2,023 -35	-2%	-$5.33K	0.08%	110
2025 Q3	$320K	Buy	2,058 +22	+1%	+$3.41K	0.09%	108
2025 Q2	$292K	Sell	2,036 -45	-2%	-$6.34K	0.08%	105
2025 Q1	$348K	Buy	2,081 +624	+43%	+$97.7K	0.11%	90
2024 Q4	$211K	Sell	1,457 -1,600	-52%	-$245K	0.07%	100
2024 Q3	$450K	Sell	3,057 -34	-1%	-$5.06K	0.17%	63
2024 Q2	$484K	Sell	3,091 -53	-2%	-$8.45K	0.2%	61
2024 Q1	$496K	Buy	+3,144	New	+$474K	0.22%	59

Other funds holding CVX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Running Point Capital Advisors's CVX Position: Q4 2025 in Review

Running Point Capital Advisors reduced its Chevron (CVX) stake by 1.7% in Q4 2025, selling an estimated $5.33K and leaving 2,023 shares worth $308K. The position accounts for 0.08% of the portfolio, ranked #110.

Running Point Capital Advisors first reported a position in CVX in Q1 2024 and has held it in 8 quarters since. The position peaked at $496K in Q1 2024. 3,962 funds tracked by Wall St. Rank hold CVX as of Q4 2025.

Running Point Capital Advisors held 2,023 shares of Chevron worth $308K as of Q4 2025.
Running Point Capital Advisors sold 35 Chevron shares in Q4 2025, an estimated $5.33K.
Chevron made up 0.08% of Running Point Capital Advisors's portfolio in Q4 2025, its #110 holding.
Running Point Capital Advisors first reported a position in Chevron in Q1 2024 and has held it in 8 quarters since.
Running Point Capital Advisors's Chevron position peaked at $496K in Q1 2024.
3,962 funds tracked by Wall St. Rank held Chevron as of Q4 2025.

Based on Running Point Capital Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.