VAG
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VisionPoint Advisory Group’s Chevron CVX Stock Holding History

VisionPoint Advisory 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
Q3 		$2.41M Sell
11,803
-614
-5% -$121K 0.38% 68
2026
Q2 		$2.06M Buy
12,417
+627
+5% +$117K 0.34% 70
2026
Q1 		$2.44M Buy
11,790
+493
+4% +$89.9K 0.46% 54
2025
Q4 		$1.72M Buy
11,297
+3,120
+38% +$475K 0.34% 82
2025
Q3 		$1.27M Buy
8,177
+2,788
+52% +$432K 0.25% 99
2025
Q2 		$772K Buy
5,389
+3,511
+187% +$495K 0.17% 137
2025
Q1 		$314K Buy
+1,878
New +$294K 0.11% 164
2024
Q3 		– Sell
-335
Closed -$52.4K – 358
2024
Q2 		$52.4K Hold
335
– – 0.02% 263
2024
Q1 		$52.8K Hold
335
– – 0.02% 261
2023
Q4 		$50K Sell
335
-154
-31% -$23.3K 0.02% 239
2023
Q3 		$82.5K Buy
489
+154
+46% +$24.9K 0.04% 210
2023
Q2 		$52.7K Buy
+335
New +$53.7K 0.02% 210
2020
Q1 		– Sell
-1,994
Closed -$240K – 125
2019
Q4 		$240K Sell
1,994
-4,564
-70% -$538K 0.1% 106
2019
Q3 		$747K Sell
6,558
-427
-6% -$51.9K 0.2% 55
2019
Q2 		$869K Buy
6,985
+5,292
+313% +$640K 0.25% 50
2019
Q1 		$209K Buy
+1,693
New +$200K 0.06% 122

Other funds holding CVX

FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
QPBE
Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return
CA
CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return
AIM
Avity Investment Management Greenwich, Connecticut $1.6B AUM 32.15% 1-Year Est. Return

VisionPoint Advisory Group's CVX Position: Q3 2026 in Review

VisionPoint Advisory Group reduced its Chevron (CVX) stake by 4.9% in Q3 2026, selling an estimated $121K and leaving 11,803 shares worth $2.41M. The position accounts for 0.38% of the portfolio, ranked #68.

VisionPoint Advisory Group first reported a position in CVX in Q1 2019 and has held it in 16 quarters since. The position peaked at $2.44M in Q1 2026. 244 funds tracked by Wall St. Rank hold CVX as of Q3 2026.

  • VisionPoint Advisory Group held 11,803 shares of Chevron worth $2.41M as of Q3 2026.
  • VisionPoint Advisory Group sold 614 Chevron shares in Q3 2026, an estimated $121K.
  • Chevron made up 0.38% of VisionPoint Advisory Group's portfolio in Q3 2026, its #68 holding.
  • VisionPoint Advisory Group first reported a position in Chevron in Q1 2019 and has held it in 16 quarters since.
  • VisionPoint Advisory Group's Chevron position peaked at $2.44M in Q1 2026.
  • 244 funds tracked by Wall St. Rank held Chevron as of Q3 2026.

Based on VisionPoint Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.