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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
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

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

Fiduciary Planning's CVX Position: Q1 2026 in Review

Fiduciary Planning held its Chevron (CVX) position steady in Q1 2026 at 1,880 shares worth $389K. The position accounts for 0.12% of the portfolio, ranked #55.

Fiduciary Planning first reported a position in CVX in Q3 2020 and has held it in 22 quarters since. 4,269 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Fiduciary Planning held 1,880 shares of Chevron worth $389K as of Q1 2026.
  • Fiduciary Planning left its Chevron share count unchanged in Q1 2026.
  • Chevron made up 0.12% of Fiduciary Planning's portfolio in Q1 2026, its #55 holding.
  • Fiduciary Planning first reported a position in Chevron in Q3 2020 and has held it in 22 quarters since.
  • 4,269 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Fiduciary Planning's 13F filing for Q1 2026, filed 27 Apr 2026.