Peak Retirement Planning’s Chevron CVX Stock Holding History

Peak Retirement 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	$342K	Buy	2,062 +583	+39%	+$109K	0.05%	129
2026 Q1	$306K	Buy	+1,479	New	+$270K	0.06%	124

Other funds holding CVX

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

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

Peak Retirement Planning increased its Chevron (CVX) stake by 39% in Q2 2026, buying an estimated $109K and bringing the position to 2,062 shares worth $342K. The position accounts for 0.05% of the portfolio, ranked #129.

Peak Retirement Planning first reported a position in CVX in Q1 2026 and has held it in 2 quarters since. 4,098 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

Peak Retirement Planning held 2,062 shares of Chevron worth $342K as of Q2 2026.
Peak Retirement Planning bought 583 Chevron shares in Q2 2026, an estimated $109K.
Chevron made up 0.05% of Peak Retirement Planning's portfolio in Q2 2026, its #129 holding.
Peak Retirement Planning first reported a position in Chevron in Q1 2026 and has held it in 2 quarters since.
4,098 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Peak Retirement Planning's 13F filing for Q2 2026, filed 10 Aug 2026.