Shore Point Advisors’s Chevron CVX Stock Holding History

Shore 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	$821K	Hold	4,950	–	–	0.28%	42
2026 Q1	$1.02M	Sell	4,950 -1,020	-17%	-$186K	0.4%	37
2025 Q4	$910K	Hold	5,970	–	–	0.39%	38
2025 Q3	$927K	Hold	5,970	–	–	0.41%	34
2025 Q2	$855K	Hold	5,970	–	–	0.41%	33
2025 Q1	$999K	Hold	5,970	–	–	0.53%	31
2024 Q4	$865K	Buy	5,970 +425	+8%	+$65.1K	0.47%	32
2024 Q3	$817K	Sell	5,545 -275	-5%	-$40.9K	0.44%	33
2024 Q2	$910K	Hold	5,820	–	–	0.52%	30
2024 Q1	$918K	Hold	5,820	–	–	0.52%	30
2023 Q4	$868K	Hold	5,820	–	–	0.54%	30
2023 Q3	$981K	Hold	5,820	–	–	0.71%	26
2023 Q2	$916K	Hold	5,820	–	–	0.65%	28
2023 Q1	$950K	Hold	5,820	–	–	0.72%	26
2022 Q4	$1.04M	Hold	5,820	–	–	0.86%	23
2022 Q3	$836K	Hold	5,820	–	–	0.82%	19
2022 Q2	$843K	Sell	5,820 -5,820	-50%	-$962K	0.79%	19
2022 Q1	$1.9M	Sell	11,640 -27	-0.2%	-$3.87K	1.64%	13
2021 Q4	$1.37M	Buy	+11,667	New	+$1.33M	1.14%	16

Other funds holding CVX

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

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

Shore Point Advisors held its Chevron (CVX) position steady in Q2 2026 at 4,950 shares worth $821K. The position accounts for 0.28% of the portfolio, ranked #42.

Shore Point Advisors first reported a position in CVX in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.9M in Q1 2022. 2,605 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

Shore Point Advisors held 4,950 shares of Chevron worth $821K as of Q2 2026.
Shore Point Advisors left its Chevron share count unchanged in Q2 2026.
Chevron made up 0.28% of Shore Point Advisors's portfolio in Q2 2026, its #42 holding.
Shore Point Advisors first reported a position in Chevron in Q4 2021 and has held it in 19 quarters since.
Shore Point Advisors's Chevron position peaked at $1.9M in Q1 2022.
2,605 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Shore Point Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.