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 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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Prism Planning Partners's CVX Position: Q2 2026 in Review

Prism Planning Partners sold out of Chevron (CVX) in Q2 2026, closing a stake of 659 shares — an estimated $136K sold.

Prism Planning Partners first reported a position in CVX in Q4 2025 and held it in 2 quarters. The position peaked at $202K in Q4 2025. 4,133 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

Prism Planning Partners reported no remaining Chevron position as of Q2 2026 after selling out during the quarter.
Prism Planning Partners sold 659 Chevron shares in Q2 2026, an estimated $136K.
Prism Planning Partners first reported a position in Chevron in Q4 2025 and held it in 2 quarters.
Prism Planning Partners's Chevron position peaked at $202K in Q4 2025.
4,133 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Prism Planning Partners's 13F filing for Q2 2026, filed 23 Jul 2026.