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Planned Solutions’s Chevron CVX Stock Holding History

Planned Solutions’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 		$934K Buy
5,635
+2,197
+64% +$409K 0.27% 46
2026
Q1 		$711K Sell
3,438
-40
-1% -$7.29K 0.23% 51
2025
Q4 		$530K Buy
3,478
+95
+3% +$14.5K 0.17% 67
2025
Q3 		$525K Buy
3,383
+162
+5% +$25.1K 0.18% 63
2025
Q2 		$461K Sell
3,221
-233
-7% -$32.8K 0.18% 66
2025
Q1 		$578K Buy
3,454
+151
+5% +$23.6K 0.23% 53
2024
Q4 		$478K Buy
3,303
+107
+3% +$16.4K 0.19% 57
2024
Q3 		$471K Buy
3,196
+2
+0.1% +$298 0.19% 56
2024
Q2 		$500K Buy
3,194
+332
+12% +$52.9K 0.24% 46
2024
Q1 		$452K Sell
2,862
-24
-0.8% -$3.62K 0.22% 50
2023
Q4 		$430K Buy
2,886
+52
+2% +$7.87K 0.2% 47
2023
Q3 		$478K Buy
2,834
+15
+0.5% +$2.42K 0.29% 41
2023
Q2 		$444K Buy
2,819
+2
+0.1% +$321 0.26% 45
2023
Q1 		$460K Buy
2,817
+1
+0% +$168 0.29% 41
2022
Q4 		$505K Buy
2,816
+185
+7% +$32.3K 0.37% 36
2022
Q3 		$378K Buy
2,631
+2
+0.1% +$305 0.32% 40
2022
Q2 		$381K Buy
2,629
+1
+0% +$165 0.36% 39
2022
Q1 		$428K Buy
2,628
+95
+4% +$13.6K 0.3% 37
2021
Q4 		$297K Buy
+2,533
New +$288K 0.2% 59
2021
Q2 		$261K Buy
2,493
+60
+2% +$6.33K 0.18% 59
2021
Q1 		$255K Sell
2,433
-127
-5% -$12.4K 0.2% 54
2020
Q4 		$216K Hold
2,560
– – 0.17% 50
2020
Q3 		$184K Buy
+2,560
New +$215K 0.18% 50

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

Planned Solutions's CVX Position: Q2 2026 in Review

Planned Solutions increased its Chevron (CVX) stake by 64% in Q2 2026, buying an estimated $409K and bringing the position to 5,635 shares worth $934K. The position accounts for 0.27% of the portfolio, ranked #46.

Planned Solutions first reported a position in CVX in Q3 2020 and has held it in 23 quarters since. 2,585 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Planned Solutions held 5,635 shares of Chevron worth $934K as of Q2 2026.
  • Planned Solutions bought 2,197 Chevron shares in Q2 2026, an estimated $409K.
  • Chevron made up 0.27% of Planned Solutions's portfolio in Q2 2026, its #46 holding.
  • Planned Solutions first reported a position in Chevron in Q3 2020 and has held it in 23 quarters since.
  • 2,585 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Planned Solutions's 13F filing for Q2 2026, filed 13 Jul 2026.