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 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

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

VisionPoint Advisory Group's CVX Position: Q2 2026 in Review

VisionPoint Advisory Group increased its Chevron (CVX) stake by 5.3% in Q2 2026, buying an estimated $117K and bringing the position to 12,417 shares worth $2.06M. The position accounts for 0.34% of the portfolio, ranked #70.

VisionPoint Advisory Group first reported a position in CVX in Q1 2019 and has held it in 15 quarters since. The position peaked at $2.44M in Q1 2026. 2,592 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

VisionPoint Advisory Group held 12,417 shares of Chevron worth $2.06M as of Q2 2026.
VisionPoint Advisory Group bought 627 Chevron shares in Q2 2026, an estimated $117K.
Chevron made up 0.34% of VisionPoint Advisory Group's portfolio in Q2 2026, its #70 holding.
VisionPoint Advisory Group first reported a position in Chevron in Q1 2019 and has held it in 15 quarters since.
VisionPoint Advisory Group's Chevron position peaked at $2.44M in Q1 2026.
2,592 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on VisionPoint Advisory Group's 13F filing for Q2 2026, filed 7 Jul 2026.