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Trivium Point Advisory’s Chevron CVX Stock Holding History

Trivium Point Advisory’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 		$4.06M Buy
24,500
+12,982
+113% +$2.42M 0.37% 70
2026
Q1 		$2.38M Sell
11,518
-5,800
-33% -$1.06M 0.43% 60
2025
Q4 		$2.64M Buy
17,318
+1,187
+7% +$181K 0.27% 96
2025
Q3 		$2.5M Buy
16,131
+6,855
+74% +$1.06M 0.26% 101
2025
Q2 		$1.33M Sell
9,276
-1,372
-13% -$193K 0.14% 148
2025
Q1 		$1.78M Sell
10,648
-298
-3% -$46.6K 0.22% 117
2024
Q4 		$1.59M Sell
10,946
-219
-2% -$33.5K 0.2% 126
2024
Q3 		$1.77M Sell
11,165
-589
-5% -$87.7K 0.25% 115
2024
Q2 		$1.84M Buy
11,754
+502
+4% +$80K 0.27% 105
2024
Q1 		$1.77M Sell
11,252
-937
-8% -$141K 0.38% 74
2023
Q4 		$1.82M Buy
12,189
+75
+0.6% +$11.3K 0.44% 69
2023
Q3 		$2.02M Sell
12,114
-147
-1% -$23.7K 0.56% 63
2023
Q2 		$1.93M Buy
12,261
+319
+3% +$51.1K 0.52% 68
2023
Q1 		$1.95M Buy
11,942
+58
+0.5% +$9.72K 0.53% 63
2022
Q4 		$2.1M Buy
11,884
+366
+3% +$63.9K 0.61% 54
2022
Q3 		$1.86M Buy
11,518
+854
+8% +$130K 0.58% 56
2022
Q2 		$1.53M Buy
10,664
+252
+2% +$41.7K 0.46% 76
2022
Q1 		$1.72M Buy
10,412
+486
+5% +$69.7K 0.38% 88
2021
Q4 		$1.17M Buy
9,926
+1,002
+11% +$114K 0.24% 119
2021
Q3 		$943K Sell
8,924
-194
-2% -$19.4K 0.22% 127
2021
Q2 		$955K Sell
9,118
-1,096
-11% -$116K 0.24% 128
2021
Q1 		$1.07M Buy
+10,214
New +$997K 0.29% 115
2020
Q1 		– Sell
-18,735
Closed -$2.26M – 148
2019
Q4 		$2.26M Buy
18,735
+373
+2% +$43.9K 0.88% 32
2019
Q3 		$2.08M Buy
18,362
+227
+1% +$27.6K 0.95% 33
2019
Q2 		$2.26M Buy
18,135
+1,030
+6% +$125K 1.01% 23
2019
Q1 		$2.11M Buy
17,105
+1,510
+10% +$179K 0.98% 25
2018
Q4 		$1.7M Buy
+15,595
New +$1.81M 1.03% 34

Other funds holding CVX

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
AACR
ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return

Trivium Point Advisory's CVX Position: Q2 2026 in Review

Trivium Point Advisory increased its Chevron (CVX) stake by 113% in Q2 2026, buying an estimated $2.42M and bringing the position to 24,500 shares worth $4.06M. The position accounts for 0.37% of the portfolio, ranked #70.

Trivium Point Advisory first reported a position in CVX in Q4 2018 and has held it in 27 quarters since. 2,592 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Trivium Point Advisory held 24,500 shares of Chevron worth $4.06M as of Q2 2026.
  • Trivium Point Advisory bought 12,982 Chevron shares in Q2 2026, an estimated $2.42M.
  • Chevron made up 0.37% of Trivium Point Advisory's portfolio in Q2 2026, its #70 holding.
  • Trivium Point Advisory first reported a position in Chevron in Q4 2018 and has held it in 27 quarters since.
  • 2,592 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Trivium Point Advisory's 13F filing for Q2 2026, filed 6 Aug 2026.