Partners in Financial Planning’s Chevron CVX Stock Holding History

Partners in 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	$1.27M	Buy	7,634 +1	+0%	+$186	0.19%	46
2026 Q1	$1.58M	Hold	7,633	–	–	0.26%	35
2025 Q4	$1.16M	Hold	7,633	–	–	0.2%	46
2025 Q3	$1.19M	Buy	7,633 +5,508	+259%	+$853K	0.2%	45
2025 Q2	$304K	Hold	2,125	–	–	0.06%	91
2025 Q1	$355K	Buy	2,125 +1	+0%	+$157	0.07%	80
2024 Q4	$308K	Hold	2,124	–	–	0.06%	83
2024 Q3	$313K	Hold	2,124	–	–	0.06%	85
2024 Q2	$332K	Hold	2,124	–	–	0.07%	80
2024 Q1	$335K	Hold	2,124	–	–	0.07%	82
2023 Q4	$317K	Hold	2,124	–	–	0.07%	80
2023 Q3	$358K	Buy	+2,124	New	+$343K	0.09%	71

Other funds holding CVX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

Partners in Financial Planning increased its Chevron (CVX) stake by 0.01% in Q2 2026, buying an estimated $186 and bringing the position to 7,634 shares worth $1.27M. The position accounts for 0.19% of the portfolio, ranked #46.

Partners in Financial Planning first reported a position in CVX in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.58M in Q1 2026. 4,141 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

Partners in Financial Planning held 7,634 shares of Chevron worth $1.27M as of Q2 2026.
Partners in Financial Planning bought 1 Chevron share in Q2 2026, an estimated $186.
Chevron made up 0.19% of Partners in Financial Planning's portfolio in Q2 2026, its #46 holding.
Partners in Financial Planning first reported a position in Chevron in Q3 2023 and has held it in 12 quarters since.
Partners in Financial Planning's Chevron position peaked at $1.58M in Q1 2026.
4,141 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Partners in Financial Planning's 13F filing for Q2 2026, filed 10 Aug 2026.