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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
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

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

TritonPoint Wealth's CVX Position: Q1 2026 in Review

TritonPoint Wealth reduced its Chevron (CVX) stake by 0.5% in Q1 2026, selling an estimated $39.6K and leaving 43,343 shares worth $8.97M. The position accounts for 0.96% of the portfolio, ranked #26.

TritonPoint Wealth first reported a position in CVX in Q4 2023 and has held it in 10 quarters since. 4,269 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • TritonPoint Wealth held 43,343 shares of Chevron worth $8.97M as of Q1 2026.
  • TritonPoint Wealth sold 217 Chevron shares in Q1 2026, an estimated $39.6K.
  • Chevron made up 0.96% of TritonPoint Wealth's portfolio in Q1 2026, its #26 holding.
  • TritonPoint Wealth first reported a position in Chevron in Q4 2023 and has held it in 10 quarters since.
  • 4,269 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

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