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Comprehensive Financial Planning’s Chevron CVX Stock Holding History

Comprehensive 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
Q1 		$263K Buy
1,271
+8
+0.6% +$1.46K 0.18% 91
2025
Q4 		$193K Buy
1,263
+8
+0.6% +$1.22K 0.13% 104
2025
Q3 		$195K Buy
1,255
+8
+0.6% +$1.24K 0.13% 100
2025
Q2 		$179K Buy
1,247
+9
+0.7% +$1.27K 0.14% 101
2025
Q1 		$207K Buy
1,238
+8
+0.7% +$1.25K 0.2% 80
2024
Q4 		$178K Buy
+1,230
New +$188K 0.15% 92

Other funds holding CVX

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Comprehensive Financial Planning's CVX Position: Q1 2026 in Review

Comprehensive Financial Planning increased its Chevron (CVX) stake by 0.63% in Q1 2026, buying an estimated $1.46K and bringing the position to 1,271 shares worth $263K. The position accounts for 0.18% of the portfolio, ranked #91.

Comprehensive Financial Planning first reported a position in CVX in Q4 2024 and has held it in 6 quarters since. 4,273 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Comprehensive Financial Planning held 1,271 shares of Chevron worth $263K as of Q1 2026.
  • Comprehensive Financial Planning bought 8 Chevron shares in Q1 2026, an estimated $1.46K.
  • Chevron made up 0.18% of Comprehensive Financial Planning's portfolio in Q1 2026, its #91 holding.
  • Comprehensive Financial Planning first reported a position in Chevron in Q4 2024 and has held it in 6 quarters since.
  • 4,273 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Comprehensive Financial Planning's 13F filing for Q1 2026, filed 7 Apr 2026.