IP
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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
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

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

Ignite Planners's CVX Position: Q2 2026 in Review

Ignite Planners increased its Chevron (CVX) stake by 28% in Q2 2026, buying an estimated $694K and bringing the position to 17,115 shares worth $2.84M. The position accounts for 0.39% of the portfolio, ranked #60.

Ignite Planners first reported a position in CVX in Q4 2021 and has held it in 19 quarters since. 4,123 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Ignite Planners held 17,115 shares of Chevron worth $2.84M as of Q2 2026.
  • Ignite Planners bought 3,730 Chevron shares in Q2 2026, an estimated $694K.
  • Chevron made up 0.39% of Ignite Planners's portfolio in Q2 2026, its #60 holding.
  • Ignite Planners first reported a position in Chevron in Q4 2021 and has held it in 19 quarters since.
  • 4,123 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Ignite Planners's 13F filing for Q2 2026, filed 23 Jul 2026.