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Planning Alternatives’s Chevron CVX Stock Holding History

Planning Alternatives’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 		$393K Buy
2,372
+44
+2% +$8.19K 0.04% 83
2026
Q1 		$482K Sell
2,328
-953
-29% -$174K 0.06% 60
2025
Q4 		$500K Buy
3,281
+429
+15% +$65.3K 0.06% 58
2025
Q3 		$443K Buy
2,852
+601
+27% +$93.1K 0.06% 58
2025
Q2 		$322K Sell
2,251
-797
-26% -$112K 0.04% 65
2025
Q1 		$510K Buy
3,048
+1,285
+73% +$201K 0.08% 43
2024
Q4 		$255K Hold
1,763
– – 0.04% 53
2024
Q3 		$260K Sell
1,763
-22
-1% -$3.27K 0.04% 54
2024
Q2 		$279K Buy
1,785
+22
+1% +$3.51K 0.05% 51
2024
Q1 		$278K Hold
1,763
– – 0.05% 44
2023
Q4 		$263K Hold
1,763
– – 0.05% 40
2023
Q3 		$297K Hold
1,763
– – 0.06% 38
2023
Q2 		$277K Sell
1,763
-46
-3% -$7.38K 0.05% 40
2023
Q1 		$295K Hold
1,809
– – 0.06% 40
2022
Q4 		$325K Hold
1,809
– – 0.06% 36
2022
Q3 		$260K Hold
1,809
– – 0.05% 38
2022
Q2 		$262K Hold
1,809
– – 0.05% 39
2022
Q1 		$295K Sell
1,809
-314
-15% -$45K 0.05% 40
2021
Q4 		$249K Buy
+2,123
New +$241K 0.04% 43
2020
Q1 		– Sell
-1,820
Closed -$219K – 47
2019
Q4 		$219K Sell
1,820
-32
-2% -$3.77K 0.04% 46
2019
Q3 		$220K Hold
1,852
– – 0.04% 46
2019
Q2 		$230K Buy
+1,852
New +$224K 0.04% 47
2019
Q1 		– Sell
-1,852
Closed -$201K – 47
2018
Q4 		$201K Buy
+1,852
New +$215K 0.04% 44
2015
Q2 		– Sell
-1,901
Closed -$200K – 46
2015
Q1 		$200K Buy
+1,901
New +$203K 0.05% 42

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

Planning Alternatives's CVX Position: Q2 2026 in Review

Planning Alternatives increased its Chevron (CVX) stake by 1.9% in Q2 2026, buying an estimated $8.19K and bringing the position to 2,372 shares worth $393K. The position accounts for 0.04% of the portfolio, ranked #83.

Planning Alternatives first reported a position in CVX in Q1 2015 and has held it in 24 quarters since. The position peaked at $510K in Q1 2025. 4,123 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Planning Alternatives held 2,372 shares of Chevron worth $393K as of Q2 2026.
  • Planning Alternatives bought 44 Chevron shares in Q2 2026, an estimated $8.19K.
  • Chevron made up 0.04% of Planning Alternatives's portfolio in Q2 2026, its #83 holding.
  • Planning Alternatives first reported a position in Chevron in Q1 2015 and has held it in 24 quarters since.
  • Planning Alternatives's Chevron position peaked at $510K in Q1 2025.
  • 4,123 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Planning Alternatives's 13F filing for Q2 2026, filed 12 Aug 2026.