Life Planning Partners’s Chevron CVX Stock Holding History

Life Planning Partners’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	–	Sell	-1,839	Closed	-$380K	–	73
2026 Q1	$380K	Buy	1,839 +2	+0.1%	+$365	0.29%	50
2025 Q4	$280K	Buy	1,837 +3	+0.2%	+$457	0.21%	59
2025 Q3	$285K	Buy	1,834 +3	+0.2%	+$465	0.21%	60
2025 Q2	$262K	Buy	1,831 +337	+23%	+$47.5K	0.21%	59
2025 Q1	$250K	Buy	+1,494	New	+$234K	0.23%	55
2024 Q3	–	Sell	-1,284	Closed	-$201K	–	61
2024 Q2	$201K	Hold	1,284	–	–	0.18%	62
2024 Q1	$203K	Hold	1,284	–	–	0.2%	61
2023 Q4	$192K	Buy	+1,284	New	+$194K	0.19%	59
2022 Q3	$184K	Hold	1,284	–	–	0.21%	53
2022 Q2	$186K	Hold	1,284	–	–	0.21%	50
2022 Q1	$209K	Hold	1,284	–	–	0.21%	48
2021 Q4	$150K	Buy	+1,284	New	+$146K	0.15%	52

Other funds holding CVX

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

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 Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return

Life Planning Partners's CVX Position: Q2 2026 in Review

Life Planning Partners sold out of Chevron (CVX) in Q2 2026, closing a stake of 1,839 shares — an estimated $380K sold.

Life Planning Partners first reported a position in CVX in Q4 2021 and held it in 12 quarters. The position peaked at $380K in Q1 2026. 2,430 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

Life Planning Partners reported no remaining Chevron position as of Q2 2026 after selling out during the quarter.
Life Planning Partners sold 1,839 Chevron shares in Q2 2026, an estimated $380K.
Life Planning Partners first reported a position in Chevron in Q4 2021 and held it in 12 quarters.
Life Planning Partners's Chevron position peaked at $380K in Q1 2026.
2,430 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Life Planning Partners's 13F filing for Q2 2026, filed 22 Jul 2026.