Plan Group Financial
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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
Q3 		$5.71M Buy
25,279
+2,822
+13% +$556K 1.12% 28
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

Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Adams Natural Resources Fund
Adams Natural Resources Fund Baltimore, Maryland $857M AUM 41.76% 1-Year Est. Return
Quilter Plc
Quilter Plc London, United Kingdom $6.95B AUM 39.67% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Plan Group Financial's CVX Position: Q3 2026 in Review

Plan Group Financial increased its Chevron (CVX) stake by 13% in Q3 2026, buying an estimated $556K and bringing the position to 25,279 shares worth $5.71M. The position accounts for 1.12% of the portfolio, ranked #28.

Plan Group Financial first reported a position in CVX in Q2 2022 and has held it in 15 quarters since. 1,545 funds tracked by Wall St. Rank hold CVX as of Q3 2026.

  • Plan Group Financial held 25,279 shares of Chevron worth $5.71M as of Q3 2026.
  • Plan Group Financial bought 2,822 Chevron shares in Q3 2026, an estimated $556K.
  • Chevron made up 1.12% of Plan Group Financial's portfolio in Q3 2026, its #28 holding.
  • Plan Group Financial first reported a position in Chevron in Q2 2022 and has held it in 15 quarters since.
  • 1,545 funds tracked by Wall St. Rank held Chevron as of Q3 2026.

Based on Plan Group Financial's 13F filing for Q3 2026, filed 22 Oct 2026.