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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Creative Planning's CVX Position: Q2 2026 in Review

Creative Planning increased its Chevron (CVX) stake by 6% in Q2 2026, buying an estimated $10.1M and bringing the position to 954,599 shares worth $158M. The position accounts for 0.09% of the portfolio, ranked #99.

Creative Planning first reported a position in CVX in Q2 2013 and has held it in 53 quarters since. The position peaked at $186M in Q1 2026. 4,123 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

Creative Planning held 954,599 shares of Chevron worth $158M as of Q2 2026.
Creative Planning bought 54,075 Chevron shares in Q2 2026, an estimated $10.1M.
Chevron made up 0.09% of Creative Planning's portfolio in Q2 2026, its #99 holding.
Creative Planning first reported a position in Chevron in Q2 2013 and has held it in 53 quarters since.
Creative Planning's Chevron position peaked at $186M in Q1 2026.
4,123 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.