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 Q3	$216K	Buy	+1,057	New	+$208K	0.17%	66
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

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Life Planning Partners's CVX Position: Q3 2026 in Review

Life Planning Partners opened a new position in Chevron (CVX) in Q3 2026: 1,057 shares worth $216K. The stake represents 0.17% of the portfolio and ranks #66 among its holdings. This is a return to the name: Life Planning Partners previously reported a position in CVX as recently as Q1 2026.

Life Planning Partners first reported a position in CVX in Q4 2021 and has held it in 13 quarters since. The position peaked at $380K in Q1 2026. 3,048 funds tracked by Wall St. Rank hold CVX as of Q3 2026.

Life Planning Partners held 1,057 shares of Chevron worth $216K as of Q3 2026.
Chevron was a new Life Planning Partners position in Q3 2026.
Chevron made up 0.17% of Life Planning Partners's portfolio in Q3 2026, its #66 holding.
Life Planning Partners first reported a position in Chevron in Q4 2021 and has held it in 13 quarters since.
Life Planning Partners's Chevron position peaked at $380K in Q1 2026.
3,048 funds tracked by Wall St. Rank held Chevron as of Q3 2026.

Based on Life Planning Partners's 13F filing for Q3 2026, filed 28 Oct 2026.