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Plan Group Financial’s Chevron CVX Stock Holding History

Plan Group Financial’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 		$3.72M Sell
22,457
-1,698
-7% -$316K 0.77% 41
2026
Q1 		$5M Buy
24,155
+955
+4% +$174K 1.17% 26
2025
Q4 		$3.54M Sell
23,200
-590
-2% -$89.9K 0.92% 34
2025
Q3 		$3.69M Buy
23,790
+3,820
+19% +$592K 0.99% 32
2025
Q2 		$2.86M Buy
19,970
+1,746
+10% +$246K 0.94% 31
2025
Q1 		$3.05M Buy
18,224
+8,944
+96% +$1.4M 1.09% 24
2024
Q4 		$1.34M Buy
9,280
+750
+9% +$115K 0.71% 30
2024
Q3 		$1.26M Buy
8,530
+1,747
+26% +$260K 0.66% 30
2024
Q2 		$1.06M Buy
6,783
+2,790
+70% +$445K 0.65% 29
2024
Q1 		$630K Buy
3,993
+1,261
+46% +$190K 0.41% 42
2023
Q4 		$407K Sell
2,732
-1,779
-39% -$269K 0.36% 40
2023
Q3 		$761K Sell
4,511
-1,014
-18% -$164K 0.55% 31
2023
Q2 		$876K Buy
+5,525
New +$886K 0.73% 26
2022
Q2 		$351K Buy
+2,429
New +$402K 0.6% 36

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

Plan Group Financial's CVX Position: Q2 2026 in Review

Plan Group Financial reduced its Chevron (CVX) stake by 7% in Q2 2026, selling an estimated $316K and leaving 22,457 shares worth $3.72M. The position accounts for 0.77% of the portfolio, ranked #41.

Plan Group Financial first reported a position in CVX in Q2 2022 and has held it in 14 quarters since. The position peaked at $5M in Q1 2026. 4,126 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Plan Group Financial held 22,457 shares of Chevron worth $3.72M as of Q2 2026.
  • Plan Group Financial sold 1,698 Chevron shares in Q2 2026, an estimated $316K.
  • Chevron made up 0.77% of Plan Group Financial's portfolio in Q2 2026, its #41 holding.
  • Plan Group Financial first reported a position in Chevron in Q2 2022 and has held it in 14 quarters since.
  • Plan Group Financial's Chevron position peaked at $5M in Q1 2026.
  • 4,126 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Plan Group Financial's 13F filing for Q2 2026, filed 3 Aug 2026.