CP
CVX icon

Cornerstone Planning’s Chevron CVX Stock Holding History

Cornerstone Planning’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 		$3.45M Buy
20,822
+147
+0.7% +$27.4K 0.8% 43
2026
Q1 		$4.28M Buy
20,675
+1,178
+6% +$215K 0.97% 29
2025
Q4 		$2.99M Buy
+19,497
New +$2.97M 0.69% 57
2024
Q4 		$1.7M Buy
+11,740
New +$1.8M 0.65% 55

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's CVX Position: Q2 2026 in Review

Cornerstone Planning increased its Chevron (CVX) stake by 0.71% in Q2 2026, buying an estimated $27.4K and bringing the position to 20,822 shares worth $3.45M. The position accounts for 0.8% of the portfolio, ranked #43.

Cornerstone Planning first reported a position in CVX in Q4 2024 and has held it in 4 quarters since. The position peaked at $4.28M in Q1 2026. 4,097 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Cornerstone Planning held 20,822 shares of Chevron worth $3.45M as of Q2 2026.
  • Cornerstone Planning bought 147 Chevron shares in Q2 2026, an estimated $27.4K.
  • Chevron made up 0.8% of Cornerstone Planning's portfolio in Q2 2026, its #43 holding.
  • Cornerstone Planning first reported a position in Chevron in Q4 2024 and has held it in 4 quarters since.
  • Cornerstone Planning's Chevron position peaked at $4.28M in Q1 2026.
  • 4,097 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Cornerstone Planning's 13F filing for Q2 2026, filed 30 Jul 2026.