S
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
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

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

Sunpointe's CVX Position: Q1 2026 in Review

Sunpointe increased its Chevron (CVX) stake by 14% in Q1 2026, buying an estimated $132K and bringing the position to 5,939 shares worth $1.23M. The position accounts for 0.4% of the portfolio, ranked #58.

Sunpointe first reported a position in CVX in Q4 2023 and has held it in 10 quarters since. 4,265 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Sunpointe held 5,939 shares of Chevron worth $1.23M as of Q1 2026.
  • Sunpointe bought 726 Chevron shares in Q1 2026, an estimated $132K.
  • Chevron made up 0.4% of Sunpointe's portfolio in Q1 2026, its #58 holding.
  • Sunpointe first reported a position in Chevron in Q4 2023 and has held it in 10 quarters since.
  • 4,265 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Sunpointe's 13F filing for Q1 2026, filed 21 Apr 2026.