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Fiduciary Planning’s Chevron CVX Stock Holding History

Fiduciary 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
2026
Q2 		$312K Buy
1,881
+1
+0.1% +$186 0.08% 62
2026
Q1 		$389K Hold
1,880
– – 0.12% 55
2025
Q4 		$287K Buy
1,880
+1
+0.1% +$152 0.09% 59
2025
Q3 		$292K Hold
1,879
– – 0.09% 67
2025
Q2 		$269K Sell
1,879
-17
-0.9% -$2.4K 0.09% 68
2025
Q1 		$317K Buy
1,896
+1
+0.1% +$157 0.1% 62
2024
Q4 		$275K Sell
1,895
-4
-0.2% -$612 0.09% 67
2024
Q3 		$280K Buy
1,899
+19
+1% +$2.83K 0.09% 56
2024
Q2 		$294K Buy
1,880
+1
+0.1% +$159 0.11% 52
2024
Q1 		$296K Hold
1,879
– – 0.11% 47
2023
Q4 		$280K Buy
1,879
+1
+0.1% +$151 0.12% 45
2023
Q3 		$317K Buy
1,878
+44
+2% +$7.11K 0.15% 54
2023
Q2 		$289K Hold
1,834
– – 0.13% 38
2023
Q1 		$299K Hold
1,834
– – 0.14% 37
2022
Q4 		$329K Buy
1,834
+6
+0.3% +$1.05K 0.16% 36
2022
Q3 		$263K Sell
1,828
-13
-0.7% -$1.98K 0.14% 33
2022
Q2 		$267K Buy
1,841
+12
+0.7% +$1.98K 0.13% 36
2022
Q1 		$298K Sell
1,829
-130
-7% -$18.6K 0.16% 36
2021
Q4 		$230K Buy
+1,959
New +$223K 0.13% 47
2021
Q3 		– Sell
-2,039
Closed -$214K – 70
2021
Q2 		$214K Buy
2,039
+100
+5% +$10.6K 0.18% 60
2021
Q1 		$203K Hold
1,939
– – 0.31% 40
2020
Q4 		$164K Buy
1,939
+839
+76% +$67.9K 0.23% 52
2020
Q3 		$79K Buy
+1,100
New +$92.5K 0.13% 59

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

Fiduciary Planning's CVX Position: Q2 2026 in Review

Fiduciary Planning increased its Chevron (CVX) stake by 0.05% in Q2 2026, buying an estimated $186 and bringing the position to 1,881 shares worth $312K. The position accounts for 0.08% of the portfolio, ranked #62.

Fiduciary Planning first reported a position in CVX in Q3 2020 and has held it in 23 quarters since. The position peaked at $389K in Q1 2026. 4,133 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Fiduciary Planning held 1,881 shares of Chevron worth $312K as of Q2 2026.
  • Fiduciary Planning bought 1 Chevron share in Q2 2026, an estimated $186.
  • Chevron made up 0.08% of Fiduciary Planning's portfolio in Q2 2026, its #62 holding.
  • Fiduciary Planning first reported a position in Chevron in Q3 2020 and has held it in 23 quarters since.
  • Fiduciary Planning's Chevron position peaked at $389K in Q1 2026.
  • 4,133 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Fiduciary Planning's 13F filing for Q2 2026, filed 31 Jul 2026.