PGF
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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
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

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 $295B AUM 31.6% 1-Year Est. Return

Plan Group Financial's CVX Position: Q1 2026 in Review

Plan Group Financial increased its Chevron (CVX) stake by 4.1% in Q1 2026, buying an estimated $174K and bringing the position to 24,155 shares worth $5M. The position accounts for 1.17% of the portfolio, ranked #26.

Plan Group Financial first reported a position in CVX in Q2 2022 and has held it in 13 quarters since. 4,268 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Plan Group Financial held 24,155 shares of Chevron worth $5M as of Q1 2026.
  • Plan Group Financial bought 955 Chevron shares in Q1 2026, an estimated $174K.
  • Chevron made up 1.17% of Plan Group Financial's portfolio in Q1 2026, its #26 holding.
  • Plan Group Financial first reported a position in Chevron in Q2 2022 and has held it in 13 quarters since.
  • 4,268 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Plan Group Financial's 13F filing for Q1 2026, filed 13 Apr 2026.