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Financial Plan Inc’s Chevron CVX Stock Holding History

Financial Plan Inc’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 		$208K Buy
+1,007
New +$184K 0.02% 87

Other funds holding CVX

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $336B AUM 34.66% 1-Year Est. Return

Financial Plan Inc's CVX Position: Q1 2026 in Review

Financial Plan Inc opened a new position in Chevron (CVX) in Q1 2026: 1,007 shares worth $208K. The stake represents 0.02% of the portfolio and ranks #87 among its holdings.

4,281 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Financial Plan Inc held 1,007 shares of Chevron worth $208K as of Q1 2026.
  • Chevron was a new Financial Plan Inc position in Q1 2026.
  • Chevron made up 0.02% of Financial Plan Inc's portfolio in Q1 2026, its #87 holding.
  • 4,281 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Financial Plan Inc's 13F filing for Q1 2026, filed 27 Apr 2026.