Creative Planning’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $186M | Buy |
900,524
+167,084
| +23% | +$30.5M | 0.13% | 77 |
|
|
2025
Q4 | $112M | Sell |
733,440
-14,833
| -2% | -$2.26M | 0.08% | 111 |
|
|
2025
Q3 | $116M | Buy |
748,273
+127,701
| +21% | +$19.8M | 0.09% | 96 |
|
|
2025
Q2 | $88.9M | Sell |
620,572
-31,842
| -5% | -$4.49M | 0.08% | 107 |
|
|
2025
Q1 | $109M | Buy |
652,414
+37,419
| +6% | +$5.86M | 0.1% | 95 |
|
|
2024
Q4 | $89.1M | Buy |
614,995
+69,153
| +13% | +$10.6M | 0.09% | 100 |
|
|
2024
Q3 | $80.4M | Sell |
545,842
-23,818
| -4% | -$3.55M | 0.08% | 106 |
|
|
2024
Q2 | $89.1M | Buy |
569,660
+10,291
| +2% | +$1.64M | 0.1% | 94 |
|
|
2024
Q1 | $88.2M | Buy |
559,369
+30,283
| +6% | +$4.57M | 0.1% | 97 |
|
|
2023
Q4 | $78.9M | Sell |
529,086
-5,566
| -1% | -$842K | 0.15% | 93 |
|
|
2023
Q3 | $90.2M | Buy |
534,652
+31,959
| +6% | +$5.16M | 0.12% | 84 |
|
|
2023
Q2 | $79.1M | Sell |
502,693
-11,858
| -2% | -$1.9M | 0.11% | 89 |
|
|
2023
Q1 | $84M | Buy |
514,551
+1,356
| +0.3% | +$227K | 0.12% | 83 |
|
|
2022
Q4 | $92.1M | Buy |
513,195
+21,544
| +4% | +$3.76M | 0.14% | 75 |
|
|
2022
Q3 | $70.6M | Sell |
491,651
-21,053
| -4% | -$3.21M | 0.12% | 76 |
|
|
2022
Q2 | $74.2M | Buy |
512,704
+108,778
| +27% | +$18M | 0.12% | 77 |
|
|
2022
Q1 | $65.8M | Buy |
403,926
+18,934
| +5% | +$2.72M | 0.1% | 85 |
|
|
2021
Q4 | $45.2M | Sell |
384,992
-10,512
| -3% | -$1.19M | 0.07% | 105 |
|
|
2021
Q3 | $40.1M | Sell |
395,504
-10,232
| -3% | -$1.02M | 0.07% | 108 |
|
|
2021
Q2 | $42.5M | Buy |
405,736
+46,592
| +13% | +$4.92M | 0.08% | 104 |
|
|
2021
Q1 | $37.6M | Sell |
359,144
-6,741
| -2% | -$658K | 0.08% | 99 |
|
|
2020
Q4 | $30.9M | Buy |
365,885
+21,412
| +6% | +$1.73M | 0.07% | 119 |
|
|
2020
Q3 | $24.8M | Buy |
344,473
+8,163
| +2% | +$687K | 0.06% | 114 |
|
|
2020
Q2 | $30M | Buy |
336,310
+13,089
| +4% | +$1.17M | 0.09% | 95 |
|
|
2020
Q1 | $23.4M | Sell |
323,221
-614
| -0.2% | -$60.7K | 0.08% | 99 |
|
|
2019
Q4 | $39M | Sell |
323,835
-4,615
| -1% | -$544K | 0.12% | 74 |
|
|
2019
Q3 | $39M | Buy |
328,450
+24,950
| +8% | +$3.03M | 0.13% | 73 |
|
|
2019
Q2 | $37.8M | Sell |
303,500
-888
| -0.3% | -$107K | 0.13% | 73 |
|
|
2019
Q1 | $37.5M | Sell |
304,388
-1,661
| -0.5% | -$197K | 0.14% | 67 |
|
|
2018
Q4 | $33.3M | Buy |
306,049
+13,829
| +5% | +$1.6M | 0.14% | 66 |
|
|
2018
Q3 | $35.7M | Buy |
292,220
+25,006
| +9% | +$3.03M | 0.13% | 67 |
|
|
2018
Q2 | $33.8M | Sell |
267,214
-4,699
| -2% | -$583K | 0.13% | 65 |
|
|
2018
Q1 | $31M | Sell |
271,913
-5,181
| -2% | -$619K | 0.13% | 69 |
|
|
2017
Q4 | $34.7M | Buy |
277,094
+12,545
| +5% | +$1.49M | 0.15% | 62 |
|
|
2017
Q3 | $31.1M | Buy |
264,549
+13,921
| +6% | +$1.52M | 0.14% | 65 |
|
|
2017
Q2 | $26.1M | Buy |
250,628
+5,274
| +2% | +$559K | 0.13% | 74 |
|
|
2017
Q1 | $26.3M | Buy |
245,354
+15,814
| +7% | +$1.77M | 0.14% | 68 |
|
|
2016
Q4 | $27M | Buy |
229,540
+3,034
| +1% | +$330K | 0.16% | 65 |
|
|
2016
Q3 | $23.3M | Buy |
226,506
+16,520
| +8% | +$1.69M | 0.15% | 68 |
|
|
2016
Q2 | $22M | Buy |
209,986
+10,180
| +5% | +$1.02M | 0.16% | 64 |
|
|
2016
Q1 | $19.1M | Buy |
199,806
+17,520
| +10% | +$1.53M | 0.15% | 66 |
|
|
2015
Q4 | $16.4M | Sell |
182,286
-4,369
| -2% | -$394K | 0.13% | 80 |
|
|
2015
Q3 | $14.7M | Buy |
186,655
+8,459
| +5% | +$712K | 0.13% | 79 |
|
|
2015
Q2 | $17.2M | Buy |
178,196
+15,126
| +9% | +$1.59M | 0.16% | 66 |
|
|
2015
Q1 | $17.1M | Sell |
163,070
-11,731
| -7% | -$1.25M | 0.16% | 65 |
|
|
2014
Q4 | $19.6M | Buy |
174,801
+10,200
| +6% | +$1.16M | 0.2% | 53 |
|
|
2014
Q3 | $19.6M | Buy |
164,601
+33,374
| +25% | +$4.26M | 0.23% | 53 |
|
|
2014
Q2 | $17.1M | Buy |
131,227
+13,136
| +11% | +$1.63M | 0.22% | 56 |
|
|
2014
Q1 | $14M | Sell |
118,091
-2,186
| -2% | -$254K | 0.21% | 53 |
|
|
2013
Q4 | $15M | Buy |
120,277
+17,465
| +17% | +$2.11M | 0.26% | 49 |
|
|
2013
Q3 | $12.5M | Buy |
102,812
+14,570
| +17% | +$1.79M | 0.25% | 48 |
|
|
2013
Q2 | $10.4M | Buy |
+88,242
| New | +$10.7M | 0.24% | 46 |
|
Other funds holding CVX
VCM
VPM
Creative Planning's CVX Position: Q1 2026 in Review
Creative Planning increased its Chevron (CVX) stake by 23% in Q1 2026, buying an estimated $30.5M and bringing the position to 900,524 shares worth $186M. The position accounts for 0.13% of the portfolio, ranked #77.
Creative Planning first reported a position in CVX in Q2 2013 and has held it in 52 quarters since. 4,271 funds tracked by Wall St. Rank hold CVX as of Q1 2026.
- Creative Planning held 900,524 shares of Chevron worth $186M as of Q1 2026.
- Creative Planning bought 167,084 Chevron shares in Q1 2026, an estimated $30.5M.
- Chevron made up 0.13% of Creative Planning's portfolio in Q1 2026, its #77 holding.
- Creative Planning first reported a position in Chevron in Q2 2013 and has held it in 52 quarters since.
- 4,271 funds tracked by Wall St. Rank held Chevron as of Q1 2026.
Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.