Essential Planning’s Chevron CVX Stock Holding History

Essential 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
2025 Q1	–	Sell	-38,597	Closed	-$5.9M	–	124
2024 Q4	$5.9M	Buy	+38,597	New	+$5.91M	0.04%	107

Other funds holding CVX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Essential Planning's CVX Position: Q1 2025 in Review

Essential Planning sold out of Chevron (CVX) in Q1 2025, closing a stake of 38,597 shares — an estimated $5.9M sold.

Essential Planning first reported a position in CVX in Q4 2024 and held it in 1 quarter. The position peaked at $5.9M in Q4 2024. 3,814 funds tracked by Wall St. Rank hold CVX as of Q1 2025.

Essential Planning reported no remaining Chevron position as of Q1 2025 after selling out during the quarter.
Essential Planning sold 38,597 Chevron shares in Q1 2025, an estimated $5.9M.
Essential Planning first reported a position in Chevron in Q4 2024 and held it in 1 quarter.
Essential Planning's Chevron position peaked at $5.9M in Q4 2024.
3,814 funds tracked by Wall St. Rank held Chevron as of Q1 2025.

Based on Essential Planning's 13F filing for Q1 2025, filed 8 May 2025.