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Blom & Howell Financial Planning’s Chevron CVX Stock Holding History

Blom & Howell 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 		$467K Buy
2,814
+21
+0.8% +$3.91K 0.39% 37
2026
Q1 		$578K Sell
2,793
-79
-3% -$14.4K 0.57% 30
2025
Q4 		$438K Buy
+2,872
New +$437K 0.44% 36

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

Blom & Howell Financial Planning's CVX Position: Q2 2026 in Review

Blom & Howell Financial Planning increased its Chevron (CVX) stake by 0.75% in Q2 2026, buying an estimated $3.91K and bringing the position to 2,814 shares worth $467K. The position accounts for 0.39% of the portfolio, ranked #37.

Blom & Howell Financial Planning first reported a position in CVX in Q4 2025 and has held it in 3 quarters since. The position peaked at $578K in Q1 2026. 4,110 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Blom & Howell Financial Planning held 2,814 shares of Chevron worth $467K as of Q2 2026.
  • Blom & Howell Financial Planning bought 21 Chevron shares in Q2 2026, an estimated $3.91K.
  • Chevron made up 0.39% of Blom & Howell Financial Planning's portfolio in Q2 2026, its #37 holding.
  • Blom & Howell Financial Planning first reported a position in Chevron in Q4 2025 and has held it in 3 quarters since.
  • Blom & Howell Financial Planning's Chevron position peaked at $578K in Q1 2026.
  • 4,110 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Blom & Howell Financial Planning's 13F filing for Q2 2026, filed 5 Aug 2026.