Ignite Planners
CVX icon

Ignite Planners’s Chevron CVX Stock Holding History

Ignite Planners’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
Q3 		$2.17M Sell
16,255
-860
-5% -$169K 0.28% 82
2026
Q2 		$2.84M Buy
17,115
+3,730
+28% +$694K 0.39% 60
2026
Q1 		$2.77M Buy
13,385
+197
+1% +$35.9K 0.43% 60
2025
Q4 		$2.33M Sell
13,188
-81
-0.6% -$12.3K 0.36% 64
2025
Q3 		$2.06M Buy
13,269
+37
+0.3% +$5.73K 0.34% 65
2025
Q2 		$1.99M Buy
13,232
+916
+7% +$129K 0.35% 68
2025
Q1 		$1.68M Buy
12,316
+1,519
+14% +$238K 0.33% 77
2024
Q4 		$1.6M Buy
10,797
+137
+1% +$21K 0.35% 69
2024
Q3 		$1.57M Sell
10,660
-1,076
-9% -$160K 0.36% 73
2024
Q2 		$1.81M Sell
11,736
-201
-2% -$32.1K 0.44% 60
2024
Q1 		$1.9M Sell
11,937
-2,108
-15% -$318K 0.53% 51
2023
Q4 		$2.1M Sell
14,045
-229
-2% -$34.6K 0.62% 35
2023
Q3 		$2.34M Buy
14,274
+4,305
+43% +$695K 0.71% 29
2023
Q2 		$1.54M Sell
9,969
-85
-0.8% -$13.6K 0.59% 39
2023
Q1 		$1.69M Buy
10,054
+635
+7% +$106K 0.7% 30
2022
Q4 		$1.69M Buy
9,419
+3,990
+73% +$696K 0.71% 30
2022
Q3 		$824K Buy
5,429
+403
+8% +$61.5K 0.66% 42
2022
Q2 		$722K Buy
5,026
+1,048
+26% +$173K 0.59% 48
2022
Q1 		$639K Buy
3,978
+1,131
+40% +$162K 0.43% 64
2021
Q4 		$367K Buy
+2,847
New +$323K 0.24% 117

Other funds holding CVX

Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Quilter Plc
Quilter Plc London, United Kingdom $6.95B AUM 39.67% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Ignite Planners's CVX Position: Q3 2026 in Review

Ignite Planners reduced its Chevron (CVX) stake by 5% in Q3 2026, selling an estimated $169K and leaving 16,255 shares worth $2.17M. The position accounts for 0.28% of the portfolio, ranked #82.

Ignite Planners first reported a position in CVX in Q4 2021 and has held it in 20 quarters since. The position peaked at $2.84M in Q2 2026. 1,077 funds tracked by Wall St. Rank hold CVX as of Q3 2026.

  • Ignite Planners held 16,255 shares of Chevron worth $2.17M as of Q3 2026.
  • Ignite Planners sold 860 Chevron shares in Q3 2026, an estimated $169K.
  • Chevron made up 0.28% of Ignite Planners's portfolio in Q3 2026, its #82 holding.
  • Ignite Planners first reported a position in Chevron in Q4 2021 and has held it in 20 quarters since.
  • Ignite Planners's Chevron position peaked at $2.84M in Q2 2026.
  • 1,077 funds tracked by Wall St. Rank held Chevron as of Q3 2026.

Based on Ignite Planners's 13F filing for Q3 2026, filed 14 Oct 2026.