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Cornerstone Planning Group’s Chevron CVX Stock Holding History

Cornerstone Planning Group’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 		$190K Sell
987
-64
-6% -$11.9K 0.02% 176
2026
Q1 		$202K Buy
1,051
+121
+13% +$22.1K 0.03% 169
2025
Q4 		$158K Buy
930
+59
+7% +$8.99K 0.02% 159
2025
Q3 		$134K Buy
871
+269
+45% +$41.7K 0.02% 184
2025
Q2 		$92.1K Buy
602
+17
+3% +$2.4K 0.02% 149
2025
Q1 		$79.9K Buy
585
+98
+20% +$15.3K 0.02% 170
2024
Q4 		$76.6K Sell
487
-91
-16% -$13.9K 0.02% 135
2024
Q3 		$85.9K Sell
578
-50
-8% -$7.44K 0.02% 128
2024
Q2 		$90.8K Sell
628
-1,185
-65% -$189K 0.03% 139
2024
Q1 		$290K Buy
1,813
+1,129
+165% +$170K 0.09% 55
2023
Q4 		$102K Sell
684
-11
-2% -$1.66K 0.03% 117
2023
Q3 		$117K Sell
695
-21
-3% -$3.39K 0.04% 107
2023
Q2 		$113K Buy
+716
New +$115K 0.04% 123
2022
Q4 		$216K Buy
+1,207
New +$211K 0.09% 92

Other funds holding CVX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Cornerstone Planning Group's CVX Position: Q2 2026 in Review

Cornerstone Planning Group reduced its Chevron (CVX) stake by 6.1% in Q2 2026, selling an estimated $11.9K and leaving 987 shares worth $190K. The position accounts for 0.02% of the portfolio, ranked #176.

Cornerstone Planning Group first reported a position in CVX in Q4 2022 and has held it in 14 quarters since. The position peaked at $290K in Q1 2024. 4,123 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Cornerstone Planning Group held 987 shares of Chevron worth $190K as of Q2 2026.
  • Cornerstone Planning Group sold 64 Chevron shares in Q2 2026, an estimated $11.9K.
  • Chevron made up 0.02% of Cornerstone Planning Group's portfolio in Q2 2026, its #176 holding.
  • Cornerstone Planning Group first reported a position in Chevron in Q4 2022 and has held it in 14 quarters since.
  • Cornerstone Planning Group's Chevron position peaked at $290K in Q1 2024.
  • 4,123 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.