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Capasso Planning Partners’s Chevron CVX Stock Holding History

Capasso Planning Partners’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
Q1 		$446K Buy
2,157
+18
+0.8% +$3.28K 0.24% 48
2025
Q4 		$326K Hold
2,139
– – 0.18% 60
2025
Q3 		$332K Sell
2,139
-493
-19% -$76.4K 0.2% 55
2025
Q2 		$377K Sell
2,632
-374
-12% -$52.7K 0.21% 57
2025
Q1 		$503K Sell
3,006
-421
-12% -$65.9K 0.21% 68
2024
Q4 		$496K Sell
3,427
-1,741
-34% -$266K 0.2% 73
2024
Q3 		$761K Sell
5,168
-2,439
-32% -$363K 0.22% 75
2024
Q2 		$1.19M Buy
+7,607
New +$1.21M 0.39% 56
2023
Q3 		– Sell
-1,485
Closed -$234K – 98
2023
Q2 		$234K Buy
1,485
+206
+16% +$33K 0.13% 85
2023
Q1 		$209K Sell
1,279
-289
-18% -$48.5K 0.12% 91
2022
Q4 		$281K Sell
1,568
-224
-13% -$39.1K 0.18% 76
2022
Q3 		$257K Buy
+1,792
New +$273K 0.18% 72

Other funds holding CVX

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Capasso Planning Partners's CVX Position: Q1 2026 in Review

Capasso Planning Partners increased its Chevron (CVX) stake by 0.84% in Q1 2026, buying an estimated $3.28K and bringing the position to 2,157 shares worth $446K. The position accounts for 0.24% of the portfolio, ranked #48.

Capasso Planning Partners first reported a position in CVX in Q3 2022 and has held it in 12 quarters since. The position peaked at $1.19M in Q2 2024. 4,270 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Capasso Planning Partners held 2,157 shares of Chevron worth $446K as of Q1 2026.
  • Capasso Planning Partners bought 18 Chevron shares in Q1 2026, an estimated $3.28K.
  • Chevron made up 0.24% of Capasso Planning Partners's portfolio in Q1 2026, its #48 holding.
  • Capasso Planning Partners first reported a position in Chevron in Q3 2022 and has held it in 12 quarters since.
  • Capasso Planning Partners's Chevron position peaked at $1.19M in Q2 2024.
  • 4,270 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Capasso Planning Partners's 13F filing for Q1 2026, filed 27 May 2026.