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Financial Planning Hawaii’s Chevron CVX Stock Holding History

Financial Planning Hawaii’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 		$1.79M Sell
10,800
-2,189
-17% -$407K 0.96% 30
2026
Q1 		$2.69M Buy
12,989
+2
+0% +$365 1.58% 16
2025
Q4 		$1.98M Buy
+12,987
New +$1.98M 1.14% 21

Other funds holding CVX

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Financial Planning Hawaii's CVX Position: Q2 2026 in Review

Financial Planning Hawaii reduced its Chevron (CVX) stake by 17% in Q2 2026, selling an estimated $407K and leaving 10,800 shares worth $1.79M. The position accounts for 0.96% of the portfolio, ranked #30.

Financial Planning Hawaii first reported a position in CVX in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.69M in Q1 2026. 2,605 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Financial Planning Hawaii held 10,800 shares of Chevron worth $1.79M as of Q2 2026.
  • Financial Planning Hawaii sold 2,189 Chevron shares in Q2 2026, an estimated $407K.
  • Chevron made up 0.96% of Financial Planning Hawaii's portfolio in Q2 2026, its #30 holding.
  • Financial Planning Hawaii first reported a position in Chevron in Q4 2025 and has held it in 3 quarters since.
  • Financial Planning Hawaii's Chevron position peaked at $2.69M in Q1 2026.
  • 2,605 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Financial Planning Hawaii's 13F filing for Q2 2026, filed 23 Jul 2026.