Creative Planning
CVX icon

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

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

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.