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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
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

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

LifePlan Investment Advisors's CVX Position: Q1 2026 in Review

LifePlan Investment Advisors increased its Chevron (CVX) stake by 8.3% in Q1 2026, buying an estimated $24.1K and bringing the position to 1,715 shares worth $355K. The position accounts for 0.14% of the portfolio, ranked #98.

LifePlan Investment Advisors first reported a position in CVX in Q3 2023 and has held it in 11 quarters since. 4,270 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • LifePlan Investment Advisors held 1,715 shares of Chevron worth $355K as of Q1 2026.
  • LifePlan Investment Advisors bought 132 Chevron shares in Q1 2026, an estimated $24.1K.
  • Chevron made up 0.14% of LifePlan Investment Advisors's portfolio in Q1 2026, its #98 holding.
  • LifePlan Investment Advisors first reported a position in Chevron in Q3 2023 and has held it in 11 quarters since.
  • 4,270 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on LifePlan Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.