Consolidated Planning Corp
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Consolidated Planning Corp’s Chevron CVX Stock Holding History

Consolidated Planning Corp’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
Q3 		$561K Buy
2,746
+1,521
+124% +$299K 0.08% 110
2026
Q2 		$203K Sell
1,225
-65
-5% -$12.1K 0.03% 155
2026
Q1 		$267K Sell
1,290
-49
-4% -$8.94K 0.04% 127
2025
Q4 		$204K Sell
1,339
-105
-7% -$16K 0.02% 201
2025
Q3 		$224K Buy
+1,444
New +$224K 0.02% 180
2024
Q3 		– Sell
-34,911
Closed -$5.46M – 207
2024
Q2 		$5.46M Buy
34,911
+1,461
+4% +$233K 0.9% 35
2024
Q1 		$5.28M Buy
33,450
+3,672
+12% +$554K 0.9% 35
2023
Q4 		$4.44M Buy
29,778
+1,402
+5% +$212K 0.83% 37
2023
Q3 		$4.78M Buy
28,376
+1,235
+5% +$199K 1.06% 28
2023
Q2 		$4.27M Buy
27,141
+1,429
+6% +$229K 0.9% 36
2023
Q1 		$4.2M Buy
25,712
+2,202
+9% +$369K 1.09% 27
2022
Q4 		$4.22M Buy
23,510
+851
+4% +$149K 1.17% 24
2022
Q3 		$3.26M Buy
22,659
+930
+4% +$142K 1.02% 33
2022
Q2 		$3.15M Buy
+21,729
New +$3.59M 0.98% 32
2021
Q4 		– Sell
-496
Closed -$50K – 148
2021
Q3 		$50K Buy
+496
New +$49.5K 0.03% 166

Other funds holding CVX

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return

Consolidated Planning Corp's CVX Position: Q3 2026 in Review

Consolidated Planning Corp increased its Chevron (CVX) stake by 124% in Q3 2026, buying an estimated $299K and bringing the position to 2,746 shares worth $561K. The position accounts for 0.08% of the portfolio, ranked #110.

Consolidated Planning Corp first reported a position in CVX in Q3 2021 and has held it in 15 quarters since. The position peaked at $5.46M in Q2 2024. 2,869 funds tracked by Wall St. Rank hold CVX as of Q3 2026.

  • Consolidated Planning Corp held 2,746 shares of Chevron worth $561K as of Q3 2026.
  • Consolidated Planning Corp bought 1,521 Chevron shares in Q3 2026, an estimated $299K.
  • Chevron made up 0.08% of Consolidated Planning Corp's portfolio in Q3 2026, its #110 holding.
  • Consolidated Planning Corp first reported a position in Chevron in Q3 2021 and has held it in 15 quarters since.
  • Consolidated Planning Corp's Chevron position peaked at $5.46M in Q2 2024.
  • 2,869 funds tracked by Wall St. Rank held Chevron as of Q3 2026.

Based on Consolidated Planning Corp's 13F filing for Q3 2026, filed 21 Oct 2026.