CFC Planning Company’s Chevron CVX Stock Holding History

CFC Planning Company’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	-11,728	Closed	-$1.96M	–	98
2025 Q1	$1.96M	Buy	11,728 +1,686	+17%	+$264K	2.1%	16
2024 Q4	$1.45M	Buy	+10,042	New	+$1.54M	1.56%	30

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

CFC Planning Company's CVX Position: Q2 2025 in Review

CFC Planning Company sold out of Chevron (CVX) in Q2 2025, closing a stake of 11,728 shares — an estimated $1.96M sold.

CFC Planning Company first reported a position in CVX in Q4 2024 and held it in 2 quarters. The position peaked at $1.96M in Q1 2025. 3,698 funds tracked by Wall St. Rank hold CVX as of Q2 2025.

CFC Planning Company reported no remaining Chevron position as of Q2 2025 after selling out during the quarter.
CFC Planning Company sold 11,728 Chevron shares in Q2 2025, an estimated $1.96M.
CFC Planning Company first reported a position in Chevron in Q4 2024 and held it in 2 quarters.
CFC Planning Company's Chevron position peaked at $1.96M in Q1 2025.
3,698 funds tracked by Wall St. Rank held Chevron as of Q2 2025.

Based on CFC Planning Company's 13F filing for Q2 2025, filed 12 Aug 2025.