VPF
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Vantage Point Financial’s Chevron CVX Stock Holding History

Vantage Point Financial’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 		$205K Buy
1,234
+77
+7% +$14.3K 0.06% 184
2026
Q1 		$239K Buy
+1,157
New +$211K 0.08% 156
2025
Q2 		– Sell
-1,275
Closed -$213K – 150
2025
Q1 		$213K Buy
+1,275
New +$200K 0.11% 124

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

Vantage Point Financial's CVX Position: Q2 2026 in Review

Vantage Point Financial increased its Chevron (CVX) stake by 6.7% in Q2 2026, buying an estimated $14.3K and bringing the position to 1,234 shares worth $205K. The position accounts for 0.06% of the portfolio, ranked #184.

Vantage Point Financial first reported a position in CVX in Q1 2025 and has held it in 3 quarters since. The position peaked at $239K in Q1 2026. 4,110 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Vantage Point Financial held 1,234 shares of Chevron worth $205K as of Q2 2026.
  • Vantage Point Financial bought 77 Chevron shares in Q2 2026, an estimated $14.3K.
  • Chevron made up 0.06% of Vantage Point Financial's portfolio in Q2 2026, its #184 holding.
  • Vantage Point Financial first reported a position in Chevron in Q1 2025 and has held it in 3 quarters since.
  • Vantage Point Financial's Chevron position peaked at $239K in Q1 2026.
  • 4,110 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Vantage Point Financial's 13F filing for Q2 2026, filed 14 Aug 2026.