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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
Q2 		$204K Buy
1,228
+221
+22% +$41.1K 0.02% 92
2026
Q1 		$208K Buy
+1,007
New +$184K 0.02% 87

Other funds holding CVX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Financial Plan Inc's CVX Position: Q2 2026 in Review

Financial Plan Inc increased its Chevron (CVX) stake by 22% in Q2 2026, buying an estimated $41.1K and bringing the position to 1,228 shares worth $204K. The position accounts for 0.02% of the portfolio, ranked #92.

Financial Plan Inc first reported a position in CVX in Q1 2026 and has held it in 2 quarters since. The position peaked at $208K in Q1 2026. 4,139 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Financial Plan Inc held 1,228 shares of Chevron worth $204K as of Q2 2026.
  • Financial Plan Inc bought 221 Chevron shares in Q2 2026, an estimated $41.1K.
  • Chevron made up 0.02% of Financial Plan Inc's portfolio in Q2 2026, its #92 holding.
  • Financial Plan Inc first reported a position in Chevron in Q1 2026 and has held it in 2 quarters since.
  • Financial Plan Inc's Chevron position peaked at $208K in Q1 2026.
  • 4,139 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Financial Plan Inc's 13F filing for Q2 2026, filed 14 Aug 2026.