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OLIO Financial Planning’s Chevron CVX Stock Holding History

OLIO Financial Planning’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 		$229K Sell
1,380
-348
-20% -$64.8K 0.06% 61
2026
Q1 		$358K Buy
1,728
+1
+0.1% +$182 0.1% 48
2025
Q4 		$263K Buy
+1,727
New +$263K 0.07% 57

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

OLIO Financial Planning's CVX Position: Q2 2026 in Review

OLIO Financial Planning reduced its Chevron (CVX) stake by 20% in Q2 2026, selling an estimated $64.8K and leaving 1,380 shares worth $229K. The position accounts for 0.06% of the portfolio, ranked #61.

OLIO Financial Planning first reported a position in CVX in Q4 2025 and has held it in 3 quarters since. The position peaked at $358K in Q1 2026. 2,430 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • OLIO Financial Planning held 1,380 shares of Chevron worth $229K as of Q2 2026.
  • OLIO Financial Planning sold 348 Chevron shares in Q2 2026, an estimated $64.8K.
  • Chevron made up 0.06% of OLIO Financial Planning's portfolio in Q2 2026, its #61 holding.
  • OLIO Financial Planning first reported a position in Chevron in Q4 2025 and has held it in 3 quarters since.
  • OLIO Financial Planning's Chevron position peaked at $358K in Q1 2026.
  • 2,430 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on OLIO Financial Planning's 13F filing for Q2 2026, filed 17 Jul 2026.