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Holistic Planning’s Chevron CVX Stock Holding History

Holistic Planning’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 		$1.73M Buy
10,439
+577
+6% +$107K 0.27% 88
2026
Q1 		$2.04M Sell
9,862
-32
-0.3% -$5.83K 0.41% 57
2025
Q4 		$1.51M Sell
9,894
-1,850
-16% -$282K 0.32% 66
2025
Q3 		$1.82M Buy
11,744
+826
+8% +$128K 0.48% 41
2025
Q2 		$1.56M Buy
10,918
+911
+9% +$128K 0.45% 43
2025
Q1 		$1.67M Buy
10,007
+1,209
+14% +$189K 0.57% 35
2024
Q4 		$1.27M Buy
8,798
+17
+0.2% +$2.6K 0.46% 43
2024
Q3 		$1.29M Buy
8,781
+1,742
+25% +$259K 0.55% 39
2024
Q2 		$1.11M Hold
7,039
– – 0.85% 40
2024
Q1 		$1.11M Sell
7,039
-21
-0.3% -$3.17K 0.85% 40
2023
Q4 		$1.05M Buy
+7,060
New +$1.07M 0.89% 39

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

Holistic Planning's CVX Position: Q2 2026 in Review

Holistic Planning increased its Chevron (CVX) stake by 5.9% in Q2 2026, buying an estimated $107K and bringing the position to 10,439 shares worth $1.73M. The position accounts for 0.27% of the portfolio, ranked #88.

Holistic Planning first reported a position in CVX in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.04M in Q1 2026. 4,122 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Holistic Planning held 10,439 shares of Chevron worth $1.73M as of Q2 2026.
  • Holistic Planning bought 577 Chevron shares in Q2 2026, an estimated $107K.
  • Chevron made up 0.27% of Holistic Planning's portfolio in Q2 2026, its #88 holding.
  • Holistic Planning first reported a position in Chevron in Q4 2023 and has held it in 11 quarters since.
  • Holistic Planning's Chevron position peaked at $2.04M in Q1 2026.
  • 4,122 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Holistic Planning's 13F filing for Q2 2026, filed 10 Aug 2026.