PWP
CVX icon

Phillips Wealth Planners’s Chevron CVX Stock Holding History

Phillips Wealth Planners’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 		$1.44M Buy
8,284
+724
+10% +$135K 1.06% 17
2026
Q1 		$1.4M Buy
7,560
+1,051
+16% +$192K 1.05% 18
2025
Q4 		$1.09M Sell
6,509
-93
-1% -$14.2K 0.87% 32
2025
Q3 		$1.02M Buy
6,602
+476
+8% +$73.7K 0.84% 30
2025
Q2 		$939K Buy
6,126
+690
+13% +$97.3K 0.85% 31
2025
Q1 		$737K Sell
5,436
-848
-13% -$133K 0.78% 37
2024
Q4 		$962K Sell
6,284
-1,662
-21% -$254K 0.96% 26
2024
Q3 		$1.18M Buy
7,946
+950
+14% +$141K 1.13% 18
2024
Q2 		$1.09M Sell
6,996
-113
-2% -$18K 1.14% 19
2024
Q1 		$1.11M Sell
7,109
-20
-0.3% -$3.02K 1.28% 15
2023
Q4 		$1.01M Buy
7,129
+310
+5% +$46.9K 1.22% 20
2023
Q3 		$1.15M Buy
6,819
+43
+0.6% +$6.95K 1.56% 10
2023
Q2 		$1.07M Buy
6,776
+799
+13% +$128K 1.4% 14
2023
Q1 		$1,000K Sell
5,977
-23
-0.4% -$3.86K 1.32% 15
2022
Q4 		$1.03M Buy
+6,000
New +$1.05M 1.79% 14

Other funds holding CVX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Phillips Wealth Planners's CVX Position: Q2 2026 in Review

Phillips Wealth Planners increased its Chevron (CVX) stake by 9.6% in Q2 2026, buying an estimated $135K and bringing the position to 8,284 shares worth $1.44M. The position accounts for 1.06% of the portfolio, ranked #17.

Phillips Wealth Planners first reported a position in CVX in Q4 2022 and has held it in 15 quarters since. 4,141 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Phillips Wealth Planners held 8,284 shares of Chevron worth $1.44M as of Q2 2026.
  • Phillips Wealth Planners bought 724 Chevron shares in Q2 2026, an estimated $135K.
  • Chevron made up 1.06% of Phillips Wealth Planners's portfolio in Q2 2026, its #17 holding.
  • Phillips Wealth Planners first reported a position in Chevron in Q4 2022 and has held it in 15 quarters since.
  • 4,141 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Phillips Wealth Planners's 13F filing for Q2 2026, filed 7 Aug 2026.