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 Q3	–	Sell	-987	Closed	-$190K	–	520
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

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Adams Natural Resources Fund Baltimore, Maryland $857M AUM 41.76% 1-Year Est. Return

Quilter Plc London, United Kingdom $6.95B AUM 39.67% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Cornerstone Planning Group's CVX Position: Q3 2026 in Review

Cornerstone Planning Group sold out of Chevron (CVX) in Q3 2026, closing a stake of 987 shares — an estimated $190K sold.

Cornerstone Planning Group first reported a position in CVX in Q4 2022 and held it in 14 quarters. The position peaked at $290K in Q1 2024. 1,390 funds tracked by Wall St. Rank hold CVX as of Q3 2026.

Cornerstone Planning Group reported no remaining Chevron position as of Q3 2026 after selling out during the quarter.
Cornerstone Planning Group sold 987 Chevron shares in Q3 2026, an estimated $190K.
Cornerstone Planning Group first reported a position in Chevron in Q4 2022 and held it in 14 quarters.
Cornerstone Planning Group's Chevron position peaked at $290K in Q1 2024.
1,390 funds tracked by Wall St. Rank held Chevron as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.