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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
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 $6.73T 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

TritonPoint Wealth's CVX Position: Q2 2026 in Review

TritonPoint Wealth reduced its Chevron (CVX) stake by 14% in Q2 2026, selling an estimated $1.1M and leaving 37,437 shares worth $6.21M. The position accounts for 0.61% of the portfolio, ranked #41.

TritonPoint Wealth first reported a position in CVX in Q4 2023 and has held it in 11 quarters since. The position peaked at $8.97M in Q1 2026. 4,137 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • TritonPoint Wealth held 37,437 shares of Chevron worth $6.21M as of Q2 2026.
  • TritonPoint Wealth sold 5,906 Chevron shares in Q2 2026, an estimated $1.1M.
  • Chevron made up 0.61% of TritonPoint Wealth's portfolio in Q2 2026, its #41 holding.
  • TritonPoint Wealth first reported a position in Chevron in Q4 2023 and has held it in 11 quarters since.
  • TritonPoint Wealth's Chevron position peaked at $8.97M in Q1 2026.
  • 4,137 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on TritonPoint Wealth's 13F filing for Q2 2026, filed 11 Aug 2026.