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Spirepoint Private Client’s Chevron CVX Stock Holding History

Spirepoint Private Client’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
Q1 		$16.1M Buy
77,674
+6,163
+9% +$1.12M 1.53% 17
2025
Q4 		$10.9M Buy
71,511
+7,119
+11% +$1.08M 1.04% 27
2025
Q3 		$10M Buy
64,392
+5,869
+10% +$909K 1.05% 29
2025
Q2 		$8.38M Sell
58,523
-206
-0.4% -$29K 0.95% 31
2025
Q1 		$9.82M Buy
58,729
+6,202
+12% +$971K 1.28% 20
2024
Q4 		$7.61M Buy
52,527
+4,086
+8% +$625K 0.95% 28
2024
Q3 		$7.13M Buy
48,441
+4,638
+11% +$690K 0.94% 30
2024
Q2 		$6.85M Buy
43,803
+3,201
+8% +$510K 0.97% 23
2024
Q1 		$6.4M Buy
+40,602
New +$6.13M 0.98% 23

Other funds holding CVX

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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Spirepoint Private Client's CVX Position: Q1 2026 in Review

Spirepoint Private Client increased its Chevron (CVX) stake by 8.6% in Q1 2026, buying an estimated $1.12M and bringing the position to 77,674 shares worth $16.1M. The position accounts for 1.53% of the portfolio, ranked #17.

Spirepoint Private Client first reported a position in CVX in Q1 2024 and has held it in 9 quarters since. 4,265 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Spirepoint Private Client held 77,674 shares of Chevron worth $16.1M as of Q1 2026.
  • Spirepoint Private Client bought 6,163 Chevron shares in Q1 2026, an estimated $1.12M.
  • Chevron made up 1.53% of Spirepoint Private Client's portfolio in Q1 2026, its #17 holding.
  • Spirepoint Private Client first reported a position in Chevron in Q1 2024 and has held it in 9 quarters since.
  • 4,265 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Spirepoint Private Client's 13F filing for Q1 2026, filed 22 Apr 2026.