TritonPoint Wealth
CVX icon

TritonPoint Wealth’s Chevron CVX Stock Holding History

TritonPoint Wealth’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
Q3 		$7.34M Sell
35,950
-1,487
-4% -$293K 0.73% 31
2026
Q2 		$6.21M Sell
37,437
-5,906
-14% -$1.1M 0.61% 41
2026
Q1 		$8.97M Sell
43,343
-217
-0.5% -$39.6K 0.96% 26
2025
Q4 		$6.64M Sell
43,560
-7,367
-14% -$1.12M 0.67% 37
2025
Q3 		$7.91M Buy
50,927
+1,258
+3% +$195K 0.68% 34
2025
Q2 		$7.11M Sell
49,669
-1,557
-3% -$219K 0.66% 38
2025
Q1 		$8.57M Buy
51,226
+1,877
+4% +$294K 0.82% 30
2024
Q4 		$7.15M Sell
49,349
-910
-2% -$139K 0.65% 41
2024
Q3 		$7.31M Buy
50,259
+3,544
+8% +$528K 0.67% 40
2024
Q2 		$7.31M Sell
46,715
-108
-0.2% -$17.2K 0.7% 39
2024
Q1 		$6.47M Sell
46,823
-575
-1% -$86.8K 0.68% 40
2023
Q4 		$7.07M Buy
+47,398
New +$7.17M 0.69% 35

Other funds holding CVX

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

TritonPoint Wealth's CVX Position: Q3 2026 in Review

TritonPoint Wealth reduced its Chevron (CVX) stake by 4% in Q3 2026, selling an estimated $293K and leaving 35,950 shares worth $7.34M. The position accounts for 0.73% of the portfolio, ranked #31.

TritonPoint Wealth first reported a position in CVX in Q4 2023 and has held it in 12 quarters since. The position peaked at $8.97M in Q1 2026. 3,810 funds tracked by Wall St. Rank hold CVX as of Q3 2026.

  • TritonPoint Wealth held 35,950 shares of Chevron worth $7.34M as of Q3 2026.
  • TritonPoint Wealth sold 1,487 Chevron shares in Q3 2026, an estimated $293K.
  • Chevron made up 0.73% of TritonPoint Wealth's portfolio in Q3 2026, its #31 holding.
  • TritonPoint Wealth first reported a position in Chevron in Q4 2023 and has held it in 12 quarters since.
  • TritonPoint Wealth's Chevron position peaked at $8.97M in Q1 2026.
  • 3,810 funds tracked by Wall St. Rank held Chevron as of Q3 2026.

Based on TritonPoint Wealth's 13F filing for Q3 2026, filed 19 Oct 2026.