CPC
CVX icon

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
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 		$3.25M 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

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

Consolidated Planning Corp's CVX Position: Q2 2026 in Review

Consolidated Planning Corp reduced its Chevron (CVX) stake by 5% in Q2 2026, selling an estimated $12.1K and leaving 1,225 shares worth $203K. The position accounts for 0.03% of the portfolio, ranked #155.

Consolidated Planning Corp first reported a position in CVX in Q3 2021 and has held it in 14 quarters since. The position peaked at $5.46M in Q2 2024. 1,415 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Consolidated Planning Corp held 1,225 shares of Chevron worth $203K as of Q2 2026.
  • Consolidated Planning Corp sold 65 Chevron shares in Q2 2026, an estimated $12.1K.
  • Chevron made up 0.03% of Consolidated Planning Corp's portfolio in Q2 2026, its #155 holding.
  • Consolidated Planning Corp first reported a position in Chevron in Q3 2021 and has held it in 14 quarters since.
  • Consolidated Planning Corp's Chevron position peaked at $5.46M in Q2 2024.
  • 1,415 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Consolidated Planning Corp's 13F filing for Q2 2026, filed 24 Jul 2026.