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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
Q2 		$212K Buy
1,278
+7
+0.6% +$1.3K 0.11% 120
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Comprehensive Financial Planning's CVX Position: Q2 2026 in Review

Comprehensive Financial Planning increased its Chevron (CVX) stake by 0.55% in Q2 2026, buying an estimated $1.3K and bringing the position to 1,278 shares worth $212K. The position accounts for 0.11% of the portfolio, ranked #120.

Comprehensive Financial Planning first reported a position in CVX in Q4 2024 and has held it in 7 quarters since. The position peaked at $263K in Q1 2026. 4,141 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Comprehensive Financial Planning held 1,278 shares of Chevron worth $212K as of Q2 2026.
  • Comprehensive Financial Planning bought 7 Chevron shares in Q2 2026, an estimated $1.3K.
  • Chevron made up 0.11% of Comprehensive Financial Planning's portfolio in Q2 2026, its #120 holding.
  • Comprehensive Financial Planning first reported a position in Chevron in Q4 2024 and has held it in 7 quarters since.
  • Comprehensive Financial Planning's Chevron position peaked at $263K in Q1 2026.
  • 4,141 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Comprehensive Financial Planning's 13F filing for Q2 2026, filed 10 Aug 2026.