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
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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Planning's CVX Position: Q2 2025 in Review

Capital Planning sold out of Chevron (CVX) in Q2 2025, closing a stake of 1,499 shares — an estimated $251K sold.

Capital Planning first reported a position in CVX in Q3 2024 and held it in 3 quarters. The position peaked at $251K in Q1 2025. 3,698 funds tracked by Wall St. Rank hold CVX as of Q2 2025.

Capital Planning reported no remaining Chevron position as of Q2 2025 after selling out during the quarter.
Capital Planning sold 1,499 Chevron shares in Q2 2025, an estimated $251K.
Capital Planning first reported a position in Chevron in Q3 2024 and held it in 3 quarters.
Capital Planning's Chevron position peaked at $251K in Q1 2025.
3,698 funds tracked by Wall St. Rank held Chevron as of Q2 2025.

Based on Capital Planning's 13F filing for Q2 2025, filed 21 Jul 2025.