Capital Planning
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Capital Planning’s Chevron CVX Stock Holding History

Capital 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
Q3 		$209K Buy
+1,024
New +$202K 0.06% 82
2025
Q2 		– Sell
-1,499
Closed -$251K – 85
2025
Q1 		$251K Sell
1,499
-179
-11% -$28K 0.07% 84
2024
Q4 		$243K Buy
1,678
+222
+15% +$34K 0.06% 84
2024
Q3 		$214K Buy
+1,456
New +$217K 0.06% 84

Other funds holding CVX

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Capital Planning's CVX Position: Q3 2026 in Review

Capital Planning opened a new position in Chevron (CVX) in Q3 2026: 1,024 shares worth $209K. The stake represents 0.06% of the portfolio and ranks #82 among its holdings. This is a return to the name: Capital Planning previously reported a position in CVX as recently as Q1 2025.

Capital Planning first reported a position in CVX in Q3 2024 and has held it in 4 quarters since. The position peaked at $251K in Q1 2025. 1,895 funds tracked by Wall St. Rank hold CVX as of Q3 2026.

  • Capital Planning held 1,024 shares of Chevron worth $209K as of Q3 2026.
  • Chevron was a new Capital Planning position in Q3 2026.
  • Chevron made up 0.06% of Capital Planning's portfolio in Q3 2026, its #82 holding.
  • Capital Planning first reported a position in Chevron in Q3 2024 and has held it in 4 quarters since.
  • Capital Planning's Chevron position peaked at $251K in Q1 2025.
  • 1,895 funds tracked by Wall St. Rank held Chevron as of Q3 2026.

Based on Capital Planning's 13F filing for Q3 2026, filed 9 Oct 2026.