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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
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

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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

Phillips Wealth Planners's CVX Position: Q1 2026 in Review

Phillips Wealth Planners increased its Chevron (CVX) stake by 16% in Q1 2026, buying an estimated $192K and bringing the position to 7,560 shares worth $1.4M. The position accounts for 1.05% of the portfolio, ranked #18.

Phillips Wealth Planners first reported a position in CVX in Q4 2022 and has held it in 14 quarters since. 4,275 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Phillips Wealth Planners held 7,560 shares of Chevron worth $1.4M as of Q1 2026.
  • Phillips Wealth Planners bought 1,051 Chevron shares in Q1 2026, an estimated $192K.
  • Chevron made up 1.05% of Phillips Wealth Planners's portfolio in Q1 2026, its #18 holding.
  • Phillips Wealth Planners first reported a position in Chevron in Q4 2022 and has held it in 14 quarters since.
  • 4,275 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Phillips Wealth Planners's 13F filing for Q1 2026, filed 14 May 2026.