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Asset Planning Inc’s Chevron CVX Stock Holding History

Asset Planning Inc’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 		$1.66M Buy
10,030
+239
+2% +$44.5K 1.08% 17
2026
Q1 		$2.03M Buy
9,791
+228
+2% +$41.6K 1.44% 15
2025
Q4 		$1.46M Sell
9,563
-225
-2% -$34.3K 1.02% 20
2025
Q3 		$1.52M Buy
9,788
+146
+2% +$22.6K 1.1% 19
2025
Q2 		$1.38M Buy
9,642
+47
+0.5% +$6.63K 1.04% 21
2025
Q1 		$1.61M Buy
9,595
+639
+7% +$100K 1.26% 18
2024
Q4 		$1.3M Buy
+8,956
New +$1.37M 0.99% 23

Other funds holding CVX

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Asset Planning Inc's CVX Position: Q2 2026 in Review

Asset Planning Inc increased its Chevron (CVX) stake by 2.4% in Q2 2026, buying an estimated $44.5K and bringing the position to 10,030 shares worth $1.66M. The position accounts for 1.08% of the portfolio, ranked #17.

Asset Planning Inc first reported a position in CVX in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.03M in Q1 2026. 2,605 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Asset Planning Inc held 10,030 shares of Chevron worth $1.66M as of Q2 2026.
  • Asset Planning Inc bought 239 Chevron shares in Q2 2026, an estimated $44.5K.
  • Chevron made up 1.08% of Asset Planning Inc's portfolio in Q2 2026, its #17 holding.
  • Asset Planning Inc first reported a position in Chevron in Q4 2024 and has held it in 7 quarters since.
  • Asset Planning Inc's Chevron position peaked at $2.03M in Q1 2026.
  • 2,605 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Asset Planning Inc's 13F filing for Q2 2026, filed 27 Jul 2026.