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 Q2	$13.3M	Buy	80,352 +2,678	+3%	+$498K	1.08%	25
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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Spirepoint Private Client's CVX Position: Q2 2026 in Review

Spirepoint Private Client increased its Chevron (CVX) stake by 3.4% in Q2 2026, buying an estimated $498K and bringing the position to 80,352 shares worth $13.3M. The position accounts for 1.08% of the portfolio, ranked #25.

Spirepoint Private Client first reported a position in CVX in Q1 2024 and has held it in 10 quarters since. The position peaked at $16.1M in Q1 2026. 4,123 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

Spirepoint Private Client held 80,352 shares of Chevron worth $13.3M as of Q2 2026.
Spirepoint Private Client bought 2,678 Chevron shares in Q2 2026, an estimated $498K.
Chevron made up 1.08% of Spirepoint Private Client's portfolio in Q2 2026, its #25 holding.
Spirepoint Private Client first reported a position in Chevron in Q1 2024 and has held it in 10 quarters since.
Spirepoint Private Client's Chevron position peaked at $16.1M in Q1 2026.
4,123 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Spirepoint Private Client's 13F filing for Q2 2026, filed 5 Aug 2026.