Capital Wealth Planning’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $711M | Buy |
4,290,958
+425,442
| +11% | +$79.2M | 3.55% | 10 |
|
|
2026
Q1 | $800M | Buy |
3,865,516
+1,121,376
| +41% | +$204M | 4.41% | 7 |
|
|
2025
Q4 | $422M | Buy |
2,744,140
+169,794
| +7% | +$25.9M | 2.73% | 19 |
|
|
2025
Q3 | $400M | Buy |
2,574,346
+108,888
| +4% | +$16.9M | 2.82% | 18 |
|
|
2025
Q2 | $353M | Buy |
2,465,458
+204,335
| +9% | +$28.8M | 2.78% | 19 |
|
|
2025
Q1 | $378M | Buy |
2,261,123
+71,244
| +3% | +$11.2M | 3.28% | 16 |
|
|
2024
Q4 | $317M | Buy |
2,189,879
+128,218
| +6% | +$19.6M | 2.93% | 17 |
|
|
2024
Q3 | $304M | Buy |
2,061,661
+230,394
| +13% | +$34.3M | 2.83% | 21 |
|
|
2024
Q2 | $286M | Sell |
1,831,267
-1,012,912
| -36% | -$162M | 3% | 19 |
|
|
2024
Q1 | $449M | Buy |
2,844,179
+79,836
| +3% | +$12M | 4.8% | 10 |
|
|
2023
Q4 | $412M | Buy |
2,764,343
+48,590
| +2% | +$7.35M | 4.72% | 10 |
|
|
2023
Q3 | $458M | Buy |
2,715,753
+104,237
| +4% | +$16.8M | 5.63% | 3 |
|
|
2023
Q2 | $411M | Buy |
2,611,516
+125,098
| +5% | +$20.1M | 5.07% | 8 |
|
|
2023
Q1 | $400M | Buy |
2,486,418
+233,829
| +10% | +$39.2M | 5.41% | 3 |
|
|
2022
Q4 | $404M | Buy |
2,252,589
+132,046
| +6% | +$23M | 5.91% | 2 |
|
|
2022
Q3 | $305M | Buy |
2,120,543
+227,633
| +12% | +$34.7M | 5.56% | 2 |
|
|
2022
Q2 | $274M | Buy |
1,892,910
+207,335
| +12% | +$34.3M | 5.37% | 6 |
|
|
2022
Q1 | $274M | Sell |
1,685,575
-453,510
| -21% | -$65M | 5.55% | 3 |
|
|
2021
Q4 | $251M | Buy |
2,139,085
+151,308
| +8% | +$17.2M | 5.56% | 6 |
|
|
2021
Q3 | $202M | Buy |
1,987,777
+175,929
| +10% | +$17.5M | 5.55% | 5 |
|
|
2021
Q2 | $190M | Buy |
1,811,848
+191,551
| +12% | +$20.2M | 5.34% | 5 |
|
|
2021
Q1 | $170M | Buy |
1,620,297
+133,577
| +9% | +$13M | 5.54% | 2 |
|
|
2020
Q4 | $136M | Buy |
1,486,720
+299,574
| +25% | +$24.3M | 5.22% | 5 |
|
|
2020
Q3 | $85.5M | Buy |
1,187,146
+182,709
| +18% | +$15.4M | 4.23% | 11 |
|
|
2020
Q2 | $89.6M | Buy |
1,004,437
+165,059
| +20% | +$14.8M | 5.11% | 6 |
|
|
2020
Q1 | $60.8M | Buy |
839,378
+212,412
| +34% | +$21M | 3.83% | 12 |
|
|
2019
Q4 | $75.6M | Buy |
626,966
+36,574
| +6% | +$4.31M | 4.47% | 7 |
|
|
2019
Q3 | $69.4M | Buy |
590,392
+93,604
| +19% | +$11.4M | 4.41% | 6 |
|
|
2019
Q2 | $61.8M | Buy |
496,788
+453,095
| +1,037% | +$54.8M | 4.48% | 6 |
|
|
2019
Q1 | $5.38M | Sell |
43,693
-488
| -1% | -$57.7K | 3.53% | 5 |
|
|
2018
Q4 | $4.8M | Buy |
44,181
+7,853
| +22% | +$910K | 3.19% | 7 |
|
|
2018
Q3 | $4.44M | Sell |
36,328
-6,646
| -15% | -$806K | 3.03% | 5 |
|
|
2018
Q2 | $5.43M | Buy |
42,974
+17,471
| +69% | +$2.17M | 3.78% | 4 |
|
|
2018
Q1 | $2.91M | Buy |
+25,503
| New | +$3.05M | 2.02% | 10 |
|
|
2017
Q4 | – | Sell |
-21,823
| Closed | -$2.56M | – | 122 |
|
|
2017
Q3 | $2.56M | Sell |
21,823
-225,720
| -91% | -$24.6M | 2.02% | 8 |
|
|
2017
Q2 | $25.8M | Buy |
247,543
+233,450
| +1,656% | +$24.7M | 4.13% | 9 |
|
|
2017
Q1 | $1.51M | Buy |
14,093
+4,550
| +48% | +$510K | 1.28% | 11 |
|
|
2016
Q4 | $1.12M | Sell |
9,543
-6,330
| -40% | -$689K | 0.99% | 21 |
|
|
2016
Q3 | $1.63M | Sell |
15,873
-1,655
| -9% | -$169K | 1.26% | 16 |
|
|
2016
Q2 | $1.82M | Buy |
17,528
+2,815
| +19% | +$283K | 1.38% | 17 |
|
|
2016
Q1 | $1.4M | Buy |
14,713
+4,570
| +45% | +$400K | 1.01% | 25 |
|
|
2015
Q4 | $913K | Buy |
10,143
+3,975
| +64% | +$358K | 0.84% | 31 |
|
|
2015
Q3 | $483K | Sell |
6,168
-4,543
| -42% | -$382K | 0.38% | 48 |
|
|
2015
Q2 | $1.03M | Sell |
10,711
-16,706
| -61% | -$1.75M | 0.62% | 41 |
|
|
2015
Q1 | $2.88M | Sell |
27,417
-3,725
| -12% | -$398K | 1.5% | 12 |
|
|
2014
Q4 | $3.49M | Sell |
31,142
-8,668
| -22% | -$985K | 1.63% | 11 |
|
|
2014
Q3 | $4.75M | Sell |
39,810
-3,670
| -8% | -$468K | 1.93% | 13 |
|
|
2014
Q2 | $5.68M | Buy |
43,480
+6,848
| +19% | +$852K | 2.1% | 12 |
|
|
2014
Q1 | $4.36M | Buy |
36,632
+24,287
| +197% | +$2.82M | 1.88% | 13 |
|
|
2013
Q4 | $1.47M | Sell |
12,345
-27,000
| -69% | -$3.26M | 1.77% | 14 |
|
|
2013
Q3 | $4.78M | Buy |
+39,345
| New | +$4.84M | 2.15% | 12 |
|
Other funds holding CVX
Capital Wealth Planning's CVX Position: Q2 2026 in Review
Capital Wealth Planning increased its Chevron (CVX) stake by 11% in Q2 2026, buying an estimated $79.2M and bringing the position to 4,290,958 shares worth $711M. The position accounts for 3.55% of the portfolio, ranked #10.
Capital Wealth Planning first reported a position in CVX in Q3 2013 and has held it in 51 quarters since. The position peaked at $800M in Q1 2026. 4,110 funds tracked by Wall St. Rank hold CVX as of Q2 2026.
- Capital Wealth Planning held 4,290,958 shares of Chevron worth $711M as of Q2 2026.
- Capital Wealth Planning bought 425,442 Chevron shares in Q2 2026, an estimated $79.2M.
- Chevron made up 3.55% of Capital Wealth Planning's portfolio in Q2 2026, its #10 holding.
- Capital Wealth Planning first reported a position in Chevron in Q3 2013 and has held it in 51 quarters since.
- Capital Wealth Planning's Chevron position peaked at $800M in Q1 2026.
- 4,110 funds tracked by Wall St. Rank held Chevron as of Q2 2026.
Based on Capital Wealth Planning's 13F filing for Q2 2026, filed 14 Aug 2026.