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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
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

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Holistic Planning's CVX Position: Q1 2026 in Review

Holistic Planning reduced its Chevron (CVX) stake by 0.32% in Q1 2026, selling an estimated $5.83K and leaving 9,862 shares worth $2.04M. The position accounts for 0.41% of the portfolio, ranked #57.

Holistic Planning first reported a position in CVX in Q4 2023 and has held it in 10 quarters since. 4,265 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Holistic Planning held 9,862 shares of Chevron worth $2.04M as of Q1 2026.
  • Holistic Planning sold 32 Chevron shares in Q1 2026, an estimated $5.83K.
  • Chevron made up 0.41% of Holistic Planning's portfolio in Q1 2026, its #57 holding.
  • Holistic Planning first reported a position in Chevron in Q4 2023 and has held it in 10 quarters since.
  • 4,265 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Holistic Planning's 13F filing for Q1 2026, filed 4 May 2026.