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Center for Financial Planning’s Chevron CVX Stock Holding History

Center for Financial 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
Q2 		$2.03M Sell
12,258
-50
-0.4% -$9.31K 0.19% 40
2026
Q1 		$2.55M Sell
12,308
-54
-0.4% -$9.85K 0.27% 33
2025
Q4 		$1.88M Sell
12,362
-173
-1% -$26.3K 0.2% 43
2025
Q3 		$1.95M Sell
12,535
-107
-0.8% -$16.6K 0.21% 40
2025
Q2 		$1.81M Sell
12,642
-212
-2% -$29.9K 0.21% 42
2025
Q1 		$2.15M Sell
12,854
-100
-0.8% -$15.7K 0.27% 32
2024
Q4 		$1.88M Hold
12,954
– – 0.25% 38
2024
Q3 		$1.91M Sell
12,954
-607
-4% -$90.3K 0.26% 33
2024
Q2 		$2.12M Sell
13,561
-151
-1% -$24.1K 0.31% 28
2024
Q1 		$2.16M Buy
13,712
+986
+8% +$149K 0.32% 27
2023
Q4 		$1.9M Sell
12,726
-460
-3% -$69.6K 0.35% 27
2023
Q3 		$2.22M Sell
13,186
-358
-3% -$57.8K 0.48% 19
2023
Q2 		$2.13M Sell
13,544
-431
-3% -$69.1K 0.45% 21
2023
Q1 		$2.28M Sell
13,975
-285
-2% -$47.8K 0.53% 19
2022
Q4 		$2.56M Sell
14,260
-400
-3% -$69.8K 0.62% 16
2022
Q3 		$2.11M Sell
14,660
-29
-0.2% -$4.42K 0.56% 17
2022
Q2 		$2.13M Buy
14,689
+29
+0.2% +$4.79K 0.54% 19
2022
Q1 		$2.39M Buy
14,660
+367
+3% +$52.6K 0.49% 20
2021
Q4 		$1.68M Sell
14,293
-28
-0.2% -$3.18K 0.34% 28
2021
Q3 		$1.45M Sell
14,321
-862
-6% -$86K 0.35% 32
2021
Q2 		$1.59M Sell
15,183
-190
-1% -$20.1K 0.39% 28
2021
Q1 		$1.61M Sell
15,373
-34
-0.2% -$3.32K 0.42% 25
2020
Q4 		$1.3M Buy
15,407
+37
+0.2% +$3K 0.37% 28
2020
Q3 		$1.11M Buy
15,370
+273
+2% +$23K 0.36% 34
2020
Q2 		$1.35M Sell
15,097
-124
-0.8% -$11.1K 0.47% 24
2020
Q1 		$1.1M Sell
15,221
-1,012
-6% -$100K 0.37% 27
2019
Q4 		$1.96M Buy
+16,233
New +$1.91M 0.49% 15

Other funds holding CVX

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

Center for Financial Planning's CVX Position: Q2 2026 in Review

Center for Financial Planning reduced its Chevron (CVX) stake by 0.41% in Q2 2026, selling an estimated $9.31K and leaving 12,258 shares worth $2.03M. The position accounts for 0.19% of the portfolio, ranked #40.

Center for Financial Planning first reported a position in CVX in Q4 2019 and has held it in 27 quarters since. The position peaked at $2.56M in Q4 2022. 1,415 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Center for Financial Planning held 12,258 shares of Chevron worth $2.03M as of Q2 2026.
  • Center for Financial Planning sold 50 Chevron shares in Q2 2026, an estimated $9.31K.
  • Chevron made up 0.19% of Center for Financial Planning's portfolio in Q2 2026, its #40 holding.
  • Center for Financial Planning first reported a position in Chevron in Q4 2019 and has held it in 27 quarters since.
  • Center for Financial Planning's Chevron position peaked at $2.56M in Q4 2022.
  • 1,415 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.