Truepoint Inc’s Chevron CVX Stock Holding History

Truepoint Inc’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	$460K	Buy	2,774 +133	+5%	+$24.8K	0.01%	116
2026 Q1	$546K	Buy	2,641 +742	+39%	+$135K	0.01%	105
2025 Q4	$289K	Buy	+1,899	New	+$289K	0.01%	128
2024 Q4	–	Sell	-1,377	Closed	-$203K	–	132
2024 Q3	$203K	Buy	+1,377	New	+$205K	0.01%	122
2024 Q1	–	Sell	-6,079	Closed	-$907K	–	153
2023 Q4	$907K	Buy	6,079 +1,998	+49%	+$302K	0.03%	83
2023 Q3	$688K	Buy	4,081 +2,221	+119%	+$359K	0.02%	100
2023 Q2	$293K	Sell	1,860 -983	-35%	-$158K	0.01%	123
2023 Q1	$464K	Buy	2,843 +1,001	+54%	+$168K	0.02%	96
2022 Q4	$331K	Sell	1,842 -50	-3%	-$8.72K	0.01%	122
2022 Q3	$272K	Buy	+1,892	New	+$289K	0.01%	131
2018 Q3	–	Sell	-2,047	Closed	-$259K	–	106
2018 Q2	$259K	Buy	+2,047	New	+$254K	0.02%	92

Other funds holding CVX

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

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

Truepoint Inc's CVX Position: Q2 2026 in Review

Truepoint Inc increased its Chevron (CVX) stake by 5% in Q2 2026, buying an estimated $24.8K and bringing the position to 2,774 shares worth $460K. The position accounts for 0.01% of the portfolio, ranked #116.

Truepoint Inc first reported a position in CVX in Q2 2018 and has held it in 11 quarters since. The position peaked at $907K in Q4 2023. 2,549 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

Truepoint Inc held 2,774 shares of Chevron worth $460K as of Q2 2026.
Truepoint Inc bought 133 Chevron shares in Q2 2026, an estimated $24.8K.
Chevron made up 0.01% of Truepoint Inc's portfolio in Q2 2026, its #116 holding.
Truepoint Inc first reported a position in Chevron in Q2 2018 and has held it in 11 quarters since.
Truepoint Inc's Chevron position peaked at $907K in Q4 2023.
2,549 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Truepoint Inc's 13F filing for Q2 2026, filed 31 Jul 2026.