BFC Planning, Inc.’s Chevron CVX Stock Holding History

BFC Planning, 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	$7.81M	Sell	47,140 -3,333	-7%	-$620K	0.32%	63
2026 Q1	$10.4M	Buy	50,473 +417	+0.8%	+$76K	0.47%	37
2025 Q4	$7.63M	Buy	50,056 +25,535	+104%	+$3.89M	0.34%	61
2025 Q3	$3.81M	Buy	24,521 +1,090	+5%	+$169K	0.28%	67
2025 Q2	$3.36M	Sell	23,431 -10,349	-31%	-$1.46M	0.26%	74
2025 Q1	$5.65M	Buy	33,780 +8,750	+35%	+$1.37M	0.5%	38
2024 Q4	$3.62M	Buy	+25,030	New	+$3.83M	0.3%	68

Other funds holding CVX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

BFC Planning, Inc.'s CVX Position: Q2 2026 in Review

BFC Planning, Inc. reduced its Chevron (CVX) stake by 6.6% in Q2 2026, selling an estimated $620K and leaving 47,140 shares worth $7.81M. The position accounts for 0.32% of the portfolio, ranked #63.

BFC Planning, Inc. first reported a position in CVX in Q4 2024 and has held it in 7 quarters since. The position peaked at $10.4M in Q1 2026. 4,151 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

BFC Planning, Inc. held 47,140 shares of Chevron worth $7.81M as of Q2 2026.
BFC Planning, Inc. sold 3,333 Chevron shares in Q2 2026, an estimated $620K.
Chevron made up 0.32% of BFC Planning, Inc.'s portfolio in Q2 2026, its #63 holding.
BFC Planning, Inc. first reported a position in Chevron in Q4 2024 and has held it in 7 quarters since.
BFC Planning, Inc.'s Chevron position peaked at $10.4M in Q1 2026.
4,151 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.