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Journey Retirement Planning & Investment Management’s Chevron CVX Stock Holding History

Journey Retirement Planning & Investment Management’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 		$488K Buy
2,944
+455
+18% +$84.7K 0.38% 84
2026
Q1 		$515K Sell
2,489
-5,931
-70% -$1.08M 0.45% 75
2025
Q4 		$1.28M Buy
+8,420
New +$1.28M 0.26% 91

Other funds holding CVX

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
AACR
ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return

Journey Retirement Planning & Investment Management's CVX Position: Q2 2026 in Review

Journey Retirement Planning & Investment Management increased its Chevron (CVX) stake by 18% in Q2 2026, buying an estimated $84.7K and bringing the position to 2,944 shares worth $488K. The position accounts for 0.38% of the portfolio, ranked #84.

Journey Retirement Planning & Investment Management first reported a position in CVX in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.28M in Q4 2025. 2,430 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Journey Retirement Planning & Investment Management held 2,944 shares of Chevron worth $488K as of Q2 2026.
  • Journey Retirement Planning & Investment Management bought 455 Chevron shares in Q2 2026, an estimated $84.7K.
  • Chevron made up 0.38% of Journey Retirement Planning & Investment Management's portfolio in Q2 2026, its #84 holding.
  • Journey Retirement Planning & Investment Management first reported a position in Chevron in Q4 2025 and has held it in 3 quarters since.
  • Journey Retirement Planning & Investment Management's Chevron position peaked at $1.28M in Q4 2025.
  • 2,430 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Journey Retirement Planning & Investment Management's 13F filing for Q2 2026, filed 24 Jul 2026.