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Turning Point Benefit Group’s Chevron CVX Stock Holding History

Turning Point Benefit Group’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 		– Sell
-339
Closed -$51.7K – 266
2025
Q4 		$51.7K Buy
339
+25
+8% +$3.81K 0.03% 146
2025
Q3 		$48.5K Buy
+314
New +$48.6K 0.03% 143

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 $336B AUM 34.66% 1-Year Est. Return

Turning Point Benefit Group's CVX Position: Q1 2026 in Review

Turning Point Benefit Group sold out of Chevron (CVX) in Q1 2026, closing a stake of 339 shares — an estimated $51.7K sold.

Turning Point Benefit Group first reported a position in CVX in Q3 2025 and held it in 2 quarters. The position peaked at $51.7K in Q4 2025. 4,271 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Turning Point Benefit Group reported no remaining Chevron position as of Q1 2026 after selling out during the quarter.
  • Turning Point Benefit Group sold 339 Chevron shares in Q1 2026, an estimated $51.7K.
  • Turning Point Benefit Group first reported a position in Chevron in Q3 2025 and held it in 2 quarters.
  • Turning Point Benefit Group's Chevron position peaked at $51.7K in Q4 2025.
  • 4,271 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Turning Point Benefit Group's 13F filing for Q1 2026, filed 12 May 2026.