GPFA
CVX icon

Game Plan Financial Advisors’s Chevron CVX Stock Holding History

Game Plan Financial Advisors’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 		$166 Buy
+1
New +$186 ﹤0.01% 417
2024
Q2 		– Sell
-9,107
Closed -$1.44M – 392
2024
Q1 		$1.44M Buy
+9,107
New +$1.37M 0.73% 51

Other funds holding CVX

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

Game Plan Financial Advisors's CVX Position: Q2 2026 in Review

Game Plan Financial Advisors opened a new position in Chevron (CVX) in Q2 2026: 1 share worth $166. The stake represents ﹤0.01% of the portfolio and ranks #417 among its holdings. This is a return to the name: Game Plan Financial Advisors previously reported a position in CVX as recently as Q1 2024.

Game Plan Financial Advisors first reported a position in CVX in Q1 2024 and has held it in 2 quarters since. The position peaked at $1.44M in Q1 2024. 4,122 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Game Plan Financial Advisors held 1 share of Chevron worth $166 as of Q2 2026.
  • Chevron was a new Game Plan Financial Advisors position in Q2 2026.
  • Chevron made up ﹤0.01% of Game Plan Financial Advisors's portfolio in Q2 2026, its #417 holding.
  • Game Plan Financial Advisors first reported a position in Chevron in Q1 2024 and has held it in 2 quarters since.
  • Game Plan Financial Advisors's Chevron position peaked at $1.44M in Q1 2024.
  • 4,122 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Game Plan Financial Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.