Creative Planning
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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
2019
Q1 		– Sell
-2,100
Closed -$4K – 2011
2018
Q4 		$4K Buy
2,100
+200
+11% +$23.2K ﹤0.01% 1873
2018
Q3 		$1K Buy
1,900
+1,600
+533% +$194K ﹤0.01% 2052
2018
Q2 		$1K Buy
+300
New +$37.2K ﹤0.01% 2016
2015
Q2 		– Sell
-2,000
Closed -$15K – 1500
2015
Q1 		$15K Hold
2,000
– – ﹤0.01% 2917
2014
Q4 		$12K Buy
+2,000
New +$227K ﹤0.01% 3003

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

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.