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Shorepoint Capital Partners’s Chevron CVX Stock Holding History

Shorepoint Capital Partners’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
Q3 		$8.52M Buy
+54,861
New +$8.5M 1.69% 14
2025
Q1 		$9.18M Buy
54,903
+1,183
+2% +$185K 2.08% 11
2024
Q4 		$7.78M Buy
53,720
+809
+2% +$124K 1.78% 13
2024
Q3 		$7.79M Buy
52,911
+1,543
+3% +$230K 1.77% 15
2024
Q2 		$8.04M Buy
51,368
+888
+2% +$142K 1.89% 13
2024
Q1 		$7.96M Buy
50,480
+722
+1% +$109K 1.95% 12
2023
Q4 		$7.42M Buy
49,758
+1,854
+4% +$280K 1.99% 11
2023
Q3 		$8.08M Buy
47,904
+306
+0.6% +$49.4K 2.37% 7
2023
Q2 		$7.49M Buy
47,598
+1,814
+4% +$291K 2.11% 14
2023
Q1 		$7.47M Buy
45,784
+859
+2% +$144K 2.14% 10
2022
Q4 		$8.06M Buy
44,925
+19,370
+76% +$3.38M 2.24% 8
2022
Q3 		$3.67M Buy
25,555
+517
+2% +$78.8K 1.75% 22
2022
Q2 		$3.63M Sell
25,038
-581
-2% -$96K 1.53% 25
2022
Q1 		$4.17M Sell
25,619
-691
-3% -$99.1K 1.74% 21
2021
Q4 		$3.09M Buy
26,310
+141
+0.5% +$16K 1.25% 36
2021
Q3 		$2.65M Buy
+26,169
New +$2.61M 1.19% 38
2021
Q1 		$2.38M Sell
22,686
-1,791
-7% -$175K 1.27% 35
2020
Q4 		$2.07M Buy
24,477
+1,743
+8% +$141K 1.15% 36
2020
Q3 		$1.64M Buy
22,734
+594
+3% +$50K 1.02% 41
2020
Q2 		$1.98M Buy
22,140
+5,593
+34% +$501K 1.29% 34
2020
Q1 		$1.2M Buy
16,547
+12,914
+355% +$1.28M 0.96% 40
2019
Q4 		$438K Sell
3,633
-566
-13% -$66.7K 0.25% 73
2019
Q3 		$498K Hold
4,199
– – 0.29% 71
2019
Q2 		$523K Sell
4,199
-615
-13% -$74.4K 0.3% 75
2019
Q1 		$593K Buy
+4,814
New +$570K 0.34% 71

Other funds holding CVX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
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
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Shorepoint Capital Partners's CVX Position: Q3 2025 in Review

Shorepoint Capital Partners opened a new position in Chevron (CVX) in Q3 2025: 54,861 shares worth $8.52M. The stake represents 1.69% of the portfolio and ranks #14 among its holdings. This is a return to the name: Shorepoint Capital Partners previously reported a position in CVX as recently as Q1 2025.

Shorepoint Capital Partners first reported a position in CVX in Q1 2019 and has held it in 25 quarters since. The position peaked at $9.18M in Q1 2025. 3,788 funds tracked by Wall St. Rank hold CVX as of Q3 2025.

  • Shorepoint Capital Partners held 54,861 shares of Chevron worth $8.52M as of Q3 2025.
  • Chevron was a new Shorepoint Capital Partners position in Q3 2025.
  • Chevron made up 1.69% of Shorepoint Capital Partners's portfolio in Q3 2025, its #14 holding.
  • Shorepoint Capital Partners first reported a position in Chevron in Q1 2019 and has held it in 25 quarters since.
  • Shorepoint Capital Partners's Chevron position peaked at $9.18M in Q1 2025.
  • 3,788 funds tracked by Wall St. Rank held Chevron as of Q3 2025.

Based on Shorepoint Capital Partners's 13F filing for Q3 2025, filed 3 Oct 2025.