Estate Planners Group’s Chevron CVX Stock Holding History

Estate Planners Group’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
2026 Q1	–	Sell	-37	Closed	-$5.6K	–	142
2025 Q4	$5.6K	Buy	+37	New	+$5.63K	﹤0.01%	324

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 $336B AUM 34.66% 1-Year Est. Return

Estate Planners Group's CVX Position: Q1 2026 in Review

Estate Planners Group sold out of Chevron (CVX) in Q1 2026, closing a stake of 37 shares — an estimated $5.6K sold.

Estate Planners Group first reported a position in CVX in Q4 2025 and held it in 1 quarter. The position peaked at $5.6K in Q4 2025. 4,271 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

Estate Planners Group reported no remaining Chevron position as of Q1 2026 after selling out during the quarter.
Estate Planners Group sold 37 Chevron shares in Q1 2026, an estimated $5.6K.
Estate Planners Group first reported a position in Chevron in Q4 2025 and held it in 1 quarter.
Estate Planners Group's Chevron position peaked at $5.6K in Q4 2025.
4,271 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Estate Planners Group's 13F filing for Q1 2026, filed 11 May 2026.