CPG
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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
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

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Cornerstone Planning Group's CVX Position: Q1 2026 in Review

Cornerstone Planning Group increased its Chevron (CVX) stake by 13% in Q1 2026, buying an estimated $22.1K and bringing the position to 1,051 shares worth $202K. The position accounts for 0.03% of the portfolio, ranked #169.

Cornerstone Planning Group first reported a position in CVX in Q4 2022 and has held it in 13 quarters since. The position peaked at $290K in Q1 2024. 4,266 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Cornerstone Planning Group held 1,051 shares of Chevron worth $202K as of Q1 2026.
  • Cornerstone Planning Group bought 121 Chevron shares in Q1 2026, an estimated $22.1K.
  • Chevron made up 0.03% of Cornerstone Planning Group's portfolio in Q1 2026, its #169 holding.
  • Cornerstone Planning Group first reported a position in Chevron in Q4 2022 and has held it in 13 quarters since.
  • Cornerstone Planning Group's Chevron position peaked at $290K in Q1 2024.
  • 4,266 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Cornerstone Planning Group's 13F filing for Q1 2026, filed 6 May 2026.