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Peak Planning Group’s Chevron CVX Stock Holding History

Peak Planning Group’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 		$1.03M Sell
6,241
-115
-2% -$21.4K 0.23% 51
2026
Q1 		$1.31M Buy
6,356
+374
+6% +$68.2K 0.36% 40
2025
Q4 		$912K Buy
5,982
+3,247
+119% +$495K 0.26% 51
2025
Q3 		$425K Sell
2,735
-23
-0.8% -$3.56K 0.22% 60
2025
Q2 		$395K Sell
2,758
-3,869
-58% -$545K 0.25% 58
2025
Q1 		$1.11M Sell
6,627
-139
-2% -$21.8K 0.47% 37
2024
Q4 		$980K Sell
6,766
-252
-4% -$38.6K 0.41% 44
2024
Q3 		$1.03M Buy
7,018
+11
+0.2% +$1.64K 0.45% 42
2024
Q2 		$1.1M Buy
7,007
+1,269
+22% +$202K 0.54% 38
2024
Q1 		$905K Buy
5,738
+1,169
+26% +$176K 0.57% 36
2023
Q4 		$681K Sell
4,569
-88
-2% -$13.3K 0.49% 41
2023
Q3 		$785K Sell
4,657
-265
-5% -$42.8K 0.61% 37
2023
Q2 		$774K Sell
4,922
-4
-0.1% -$641 0.58% 38
2023
Q1 		$804K Sell
4,926
-36
-0.7% -$6.04K 0.65% 37
2022
Q4 		$891K Sell
4,962
-4
-0.1% -$698 0.78% 33
2022
Q3 		$713K Sell
4,966
-25
-0.5% -$3.81K 0.66% 35
2022
Q2 		$723K Buy
+4,991
New +$825K 0.61% 35
2021
Q4 		$572K Sell
4,871
-23
-0.5% -$2.61K 0.42% 48
2021
Q3 		$497K Buy
+4,894
New +$488K 0.43% 47
2021
Q1 		$871K Buy
8,312
+1,912
+30% +$187K 0.85% 27
2020
Q4 		$540K Buy
6,400
+442
+7% +$35.8K 0.61% 32
2020
Q3 		$429K Buy
+5,958
New +$501K 0.6% 31

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

Peak Planning Group's CVX Position: Q2 2026 in Review

Peak Planning Group reduced its Chevron (CVX) stake by 1.8% in Q2 2026, selling an estimated $21.4K and leaving 6,241 shares worth $1.03M. The position accounts for 0.23% of the portfolio, ranked #51.

Peak Planning Group first reported a position in CVX in Q3 2020 and has held it in 22 quarters since. The position peaked at $1.31M in Q1 2026. 4,115 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Peak Planning Group held 6,241 shares of Chevron worth $1.03M as of Q2 2026.
  • Peak Planning Group sold 115 Chevron shares in Q2 2026, an estimated $21.4K.
  • Chevron made up 0.23% of Peak Planning Group's portfolio in Q2 2026, its #51 holding.
  • Peak Planning Group first reported a position in Chevron in Q3 2020 and has held it in 22 quarters since.
  • Peak Planning Group's Chevron position peaked at $1.31M in Q1 2026.
  • 4,115 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Peak Planning Group's 13F filing for Q2 2026, filed 12 Aug 2026.