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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
Q2 		$358K Hold
2,157
– – 0.18% 61
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

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

Capasso Planning Partners's CVX Position: Q2 2026 in Review

Capasso Planning Partners held its Chevron (CVX) position steady in Q2 2026 at 2,157 shares worth $358K. The position accounts for 0.18% of the portfolio, ranked #61.

Capasso Planning Partners first reported a position in CVX in Q3 2022 and has held it in 13 quarters since. The position peaked at $1.19M in Q2 2024. 4,131 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Capasso Planning Partners held 2,157 shares of Chevron worth $358K as of Q2 2026.
  • Capasso Planning Partners left its Chevron share count unchanged in Q2 2026.
  • Chevron made up 0.18% of Capasso Planning Partners's portfolio in Q2 2026, its #61 holding.
  • Capasso Planning Partners first reported a position in Chevron in Q3 2022 and has held it in 13 quarters since.
  • Capasso Planning Partners's Chevron position peaked at $1.19M in Q2 2024.
  • 4,131 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Capasso Planning Partners's 13F filing for Q2 2026, filed 18 Aug 2026.