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CVX icon

Sunpointe’s Chevron CVX Stock Holding History

Sunpointe’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 		$875K Sell
5,279
-660
-11% -$123K 0.25% 101
2026
Q1 		$1.23M Buy
5,939
+726
+14% +$132K 0.4% 58
2025
Q4 		$795K Buy
5,213
+117
+2% +$17.8K 0.26% 81
2025
Q3 		$791K Buy
5,096
+464
+10% +$71.9K 0.29% 80
2025
Q2 		$663K Buy
4,632
+1,150
+33% +$162K 0.26% 87
2025
Q1 		$583K Sell
3,482
-213
-6% -$33.3K 0.31% 70
2024
Q4 		$535K Buy
3,695
+518
+16% +$79.3K 0.27% 80
2024
Q3 		$468K Buy
3,177
+189
+6% +$28.1K 0.38% 66
2024
Q2 		$467K Sell
2,988
-437
-13% -$69.7K 0.3% 68
2024
Q1 		$540K Buy
3,425
+315
+10% +$47.5K 0.6% 46
2023
Q4 		$464K Buy
+3,110
New +$470K 0.59% 47

Other funds holding CVX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Sunpointe's CVX Position: Q2 2026 in Review

Sunpointe reduced its Chevron (CVX) stake by 11% in Q2 2026, selling an estimated $123K and leaving 5,279 shares worth $875K. The position accounts for 0.25% of the portfolio, ranked #101.

Sunpointe first reported a position in CVX in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.23M in Q1 2026. 4,123 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Sunpointe held 5,279 shares of Chevron worth $875K as of Q2 2026.
  • Sunpointe sold 660 Chevron shares in Q2 2026, an estimated $123K.
  • Chevron made up 0.25% of Sunpointe's portfolio in Q2 2026, its #101 holding.
  • Sunpointe first reported a position in Chevron in Q4 2023 and has held it in 11 quarters since.
  • Sunpointe's Chevron position peaked at $1.23M in Q1 2026.
  • 4,123 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Sunpointe's 13F filing for Q2 2026, filed 24 Jul 2026.