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LifePlan Investment Advisors’s Chevron CVX Stock Holding History

LifePlan Investment Advisors’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 		$297K Buy
1,791
+76
+4% +$14.1K 0.1% 116
2026
Q1 		$355K Buy
1,715
+132
+8% +$24.1K 0.14% 98
2025
Q4 		$241K Sell
1,583
-4
-0.3% -$609 0.1% 106
2025
Q3 		$246K Buy
1,587
+66
+4% +$10.2K 0.1% 100
2025
Q2 		$218K Buy
1,521
+61
+4% +$8.6K 0.11% 104
2025
Q1 		$244K Sell
1,460
-53
-4% -$8.3K 0.14% 90
2024
Q4 		$219K Sell
1,513
-17
-1% -$2.6K 0.14% 94
2024
Q3 		$225K Buy
1,530
+42
+3% +$6.25K 0.14% 84
2024
Q2 		$233K Buy
1,488
+38
+3% +$6.06K 0.17% 77
2024
Q1 		$229K Buy
1,450
+65
+5% +$9.81K 0.18% 74
2023
Q4 		$207K Buy
1,385
+9
+0.7% +$1.36K 0.19% 66
2023
Q3 		$232K Buy
+1,376
New +$222K 0.25% 57

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

LifePlan Investment Advisors's CVX Position: Q2 2026 in Review

LifePlan Investment Advisors increased its Chevron (CVX) stake by 4.4% in Q2 2026, buying an estimated $14.1K and bringing the position to 1,791 shares worth $297K. The position accounts for 0.1% of the portfolio, ranked #116.

LifePlan Investment Advisors first reported a position in CVX in Q3 2023 and has held it in 12 quarters since. The position peaked at $355K in Q1 2026. 4,130 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • LifePlan Investment Advisors held 1,791 shares of Chevron worth $297K as of Q2 2026.
  • LifePlan Investment Advisors bought 76 Chevron shares in Q2 2026, an estimated $14.1K.
  • Chevron made up 0.1% of LifePlan Investment Advisors's portfolio in Q2 2026, its #116 holding.
  • LifePlan Investment Advisors first reported a position in Chevron in Q3 2023 and has held it in 12 quarters since.
  • LifePlan Investment Advisors's Chevron position peaked at $355K in Q1 2026.
  • 4,130 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on LifePlan Investment Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.