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Action Point Financial Planning’s Chevron CVX Stock Holding History

Action Point Financial Planning’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 		$380K Buy
+2,304
New +$429K 0.04% 308

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

Action Point Financial Planning's CVX Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Chevron (CVX) in Q2 2026: 2,304 shares worth $380K. The stake represents 0.04% of the portfolio and ranks #308 among its holdings.

4,102 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Action Point Financial Planning held 2,304 shares of Chevron worth $380K as of Q2 2026.
  • Chevron was a new Action Point Financial Planning position in Q2 2026.
  • Chevron made up 0.04% of Action Point Financial Planning's portfolio in Q2 2026, its #308 holding.
  • 4,102 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

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