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Plancorp LLC’s Chevron CVX Stock Holding History

Plancorp LLC’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 		$2.55M Buy
13,969
+3,425
+32% +$637K 0.06% 121
2026
Q1 		$1.99M Sell
10,544
-304
-3% -$55.4K 0.06% 111
2025
Q4 		$1.65M Sell
10,848
-1,149
-10% -$175K 0.05% 120
2025
Q3 		$1.86M Buy
11,997
+569
+5% +$88.1K 0.06% 115
2025
Q2 		$1.64M Buy
11,428
+5
+0% +$705 0.06% 121
2025
Q1 		$1.91M Buy
11,423
+425
+4% +$66.5K 0.08% 103
2024
Q4 		$1.59M Buy
10,998
+624
+6% +$95.5K 0.07% 99
2024
Q3 		$1.53M Buy
10,374
+108
+1% +$16.1K 0.06% 99
2024
Q2 		$1.61M Buy
10,266
+73
+0.7% +$11.6K 0.07% 95
2024
Q1 		$1.61M Buy
10,193
+672
+7% +$101K 0.07% 94
2023
Q4 		$1.42M Sell
9,521
-165
-2% -$25K 0.07% 92
2023
Q3 		$1.63M Buy
9,686
+411
+4% +$66.4K 0.09% 84
2023
Q2 		$1.46M Buy
9,275
+91
+1% +$14.6K 0.08% 85
2023
Q1 		$1.5M Buy
9,184
+198
+2% +$33.2K 0.08% 85
2022
Q4 		$1.61M Buy
8,986
+26
+0.3% +$4.54K 0.1% 75
2022
Q3 		$1.29M Buy
8,960
+115
+1% +$17.5K 0.09% 81
2022
Q2 		$1.28M Buy
8,845
+124
+1% +$20.5K 0.08% 86
2022
Q1 		$1.42M Buy
8,721
+188
+2% +$27K 0.09% 84
2021
Q4 		$1M Sell
8,533
-1,503
-15% -$171K 0.06% 99
2021
Q3 		$1.02M Buy
10,036
+241
+2% +$24K 0.07% 92
2021
Q2 		$1.03M Sell
9,795
-388
-4% -$41K 0.08% 85
2021
Q1 		$1.07M Sell
10,183
-382
-4% -$37.3K 0.24% 72
2020
Q4 		$892K Buy
10,565
+1,235
+13% +$100K 0.22% 84
2020
Q3 		$672K Sell
9,330
-926
-9% -$77.9K 0.2% 80
2020
Q2 		$915K Buy
10,256
+119
+1% +$10.7K 0.28% 67
2020
Q1 		$735K Sell
10,137
-334
-3% -$33K 0.28% 63
2019
Q4 		$1.26M Buy
10,471
+114
+1% +$13.4K 0.39% 52
2019
Q3 		$1.23M Buy
10,357
+25
+0.2% +$3.04K 0.47% 43
2019
Q2 		$1.29M Sell
10,332
-3,594
-26% -$435K 0.51% 42
2019
Q1 		$1.72M Buy
13,926
+576
+4% +$68.1K 0.65% 34
2018
Q4 		$1.45M Sell
13,350
-126
-0.9% -$14.6K 0.66% 38
2018
Q3 		$1.65M Sell
13,476
-2,829
-17% -$343K 0.65% 36
2018
Q2 		$2.06M Sell
16,305
-89
-0.5% -$11K 0.82% 26
2018
Q1 		$1.87M Sell
16,394
-499
-3% -$59.7K 0.6% 29
2017
Q4 		$2.12M Buy
16,893
+2,266
+15% +$269K 0.69% 30
2017
Q3 		$1.72M Buy
14,627
+1,425
+11% +$156K 0.51% 34
2017
Q2 		$1.37M Buy
13,202
+16
+0.1% +$1.7K 0.41% 42
2017
Q1 		$1.42M Sell
13,186
-62
-0.5% -$6.95K 0.41% 43
2016
Q4 		$1.56M Buy
13,248
+666
+5% +$72.5K 0.45% 35
2016
Q3 		$1.29M Buy
+12,582
New +$1.28M 0.82% 33
2015
Q1 		– Sell
-1,824
Closed -$205K – 93
2014
Q4 		$205K Sell
1,824
-8,866
-83% -$1.01M 0.21% 68
2014
Q3 		$1.27M Buy
10,690
+7,280
+213% +$929K 1.34% 18
2014
Q2 		$445K Sell
3,410
-9,356
-73% -$1.16M 0.4% 43
2014
Q1 		$1.52M Buy
12,766
+2,372
+23% +$276K 1.03% 20
2013
Q4 		$1.3M Buy
+10,394
New +$1.26M 1.14% 17

Other funds holding CVX

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
AACR
ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return

Plancorp LLC's CVX Position: Q2 2026 in Review

Plancorp LLC increased its Chevron (CVX) stake by 32% in Q2 2026, buying an estimated $637K and bringing the position to 13,969 shares worth $2.55M. The position accounts for 0.06% of the portfolio, ranked #121.

Plancorp LLC first reported a position in CVX in Q4 2013 and has held it in 45 quarters since. 2,592 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Plancorp LLC held 13,969 shares of Chevron worth $2.55M as of Q2 2026.
  • Plancorp LLC bought 3,425 Chevron shares in Q2 2026, an estimated $637K.
  • Chevron made up 0.06% of Plancorp LLC's portfolio in Q2 2026, its #121 holding.
  • Plancorp LLC first reported a position in Chevron in Q4 2013 and has held it in 45 quarters since.
  • 2,592 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Plancorp LLC's 13F filing for Q2 2026, filed 14 Jul 2026.