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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
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

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $336B AUM 34.66% 1-Year Est. Return

Partners in Financial Planning's CVX Position: Q1 2026 in Review

Partners in Financial Planning held its Chevron (CVX) position steady in Q1 2026 at 7,633 shares worth $1.58M. The position accounts for 0.26% of the portfolio, ranked #35.

Partners in Financial Planning first reported a position in CVX in Q3 2023 and has held it in 11 quarters since. 4,280 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Partners in Financial Planning held 7,633 shares of Chevron worth $1.58M as of Q1 2026.
  • Partners in Financial Planning left its Chevron share count unchanged in Q1 2026.
  • Chevron made up 0.26% of Partners in Financial Planning's portfolio in Q1 2026, its #35 holding.
  • Partners in Financial Planning first reported a position in Chevron in Q3 2023 and has held it in 11 quarters since.
  • 4,280 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Partners in Financial Planning's 13F filing for Q1 2026, filed 11 May 2026.