Prism Planning Partners
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Prism Planning Partners’s Chevron CVX Stock Holding History

Prism Planning Partners’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 		$140K Buy
+686
New +$135K 0.13% 42
2026
Q2 		– Sell
-659
Closed -$136K – 37
2026
Q1 		$136K Sell
659
-667
-50% -$122K 0.16% 38
2025
Q4 		$202K Buy
+1,326
New +$202K 0.23% 44

Other funds holding CVX

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Prism Planning Partners's CVX Position: Q3 2026 in Review

Prism Planning Partners opened a new position in Chevron (CVX) in Q3 2026: 686 shares worth $140K. The stake represents 0.13% of the portfolio and ranks #42 among its holdings. This is a return to the name: Prism Planning Partners previously reported a position in CVX as recently as Q1 2026.

Prism Planning Partners first reported a position in CVX in Q4 2025 and has held it in 3 quarters since. The position peaked at $202K in Q4 2025. 2,783 funds tracked by Wall St. Rank hold CVX as of Q3 2026.

  • Prism Planning Partners held 686 shares of Chevron worth $140K as of Q3 2026.
  • Chevron was a new Prism Planning Partners position in Q3 2026.
  • Chevron made up 0.13% of Prism Planning Partners's portfolio in Q3 2026, its #42 holding.
  • Prism Planning Partners first reported a position in Chevron in Q4 2025 and has held it in 3 quarters since.
  • Prism Planning Partners's Chevron position peaked at $202K in Q4 2025.
  • 2,783 funds tracked by Wall St. Rank held Chevron as of Q3 2026.

Based on Prism Planning Partners's 13F filing for Q3 2026, filed 27 Oct 2026.