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Trust Point Inc’s Chevron CVX Stock Holding History

Trust Point 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 		$2.95M Buy
17,799
+1,388
+8% +$258K 0.25% 49
2026
Q1 		$3.4M Buy
16,411
+2,899
+21% +$529K 0.3% 42
2025
Q4 		$2.06M Sell
13,512
-699
-5% -$106K 0.16% 58
2025
Q3 		$2.21M Sell
14,211
-1,756
-11% -$272K 0.18% 57
2025
Q2 		$2.29M Sell
15,967
-141
-0.9% -$19.9K 0.22% 53
2025
Q1 		$2.69M Sell
16,108
-2,697
-14% -$422K 0.25% 47
2024
Q4 		$2.72M Buy
18,805
+2,682
+17% +$411K 0.19% 52
2024
Q3 		$2.37M Sell
16,123
-2,594
-14% -$386K 0.18% 57
2024
Q2 		$2.93M Sell
18,717
-1,500
-7% -$239K 0.23% 44
2024
Q1 		$3.19M Buy
20,217
+187
+0.9% +$28.2K 0.25% 44
2023
Q4 		$2.99M Buy
+20,030
New +$3.03M 0.25% 43

Other funds holding CVX

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

Trust Point Inc's CVX Position: Q2 2026 in Review

Trust Point Inc increased its Chevron (CVX) stake by 8.5% in Q2 2026, buying an estimated $258K and bringing the position to 17,799 shares worth $2.95M. The position accounts for 0.25% of the portfolio, ranked #49.

Trust Point Inc first reported a position in CVX in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.4M in Q1 2026. 1,415 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Trust Point Inc held 17,799 shares of Chevron worth $2.95M as of Q2 2026.
  • Trust Point Inc bought 1,388 Chevron shares in Q2 2026, an estimated $258K.
  • Chevron made up 0.25% of Trust Point Inc's portfolio in Q2 2026, its #49 holding.
  • Trust Point Inc first reported a position in Chevron in Q4 2023 and has held it in 11 quarters since.
  • Trust Point Inc's Chevron position peaked at $3.4M in Q1 2026.
  • 1,415 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Trust Point Inc's 13F filing for Q2 2026, filed 8 Jul 2026.