Creative Planning’s Chevron CVX Stock Holding History

Creative 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
2022 Q4	–	Sell	-400	Closed	-$1K	–	2512
2022 Q3	$1K	Buy	+400	New	+$61K	﹤0.01%	2300
2020 Q2	–	Sell	-8,300	Closed	-$5K	–	2041
2020 Q1	$5K	Buy	+8,300	New	+$820K	﹤0.01%	1795
2018 Q3	–	Sell	-300	Closed	-$1K	–	2093
2018 Q2	$1K	Buy	+300	New	+$37.2K	﹤0.01%	2015
2016 Q4	–	Sell	-200	Closed	-$4K	–	4652
2016 Q3	$4K	Hold	200	–	–	﹤0.01%	3961
2016 Q2	$5K	Hold	200	–	–	﹤0.01%	3622
2016 Q1	$3K	Buy	+200	New	+$17.5K	﹤0.01%	3791

Other funds holding CVX

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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. 4,268 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.
4,268 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.