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Retirement Planning Company of New England’s Chevron CVX Stock Holding History

Retirement Planning Company of New England’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 		$1.4M Sell
8,472
-17
-0.2% -$3.16K 0.51% 51
2026
Q1 		$1.76M Sell
8,489
-179
-2% -$32.6K 0.71% 34
2025
Q4 		$1.32M Sell
8,668
-5
-0.1% -$762 0.53% 47
2025
Q3 		$1.35M Buy
8,673
+78
+0.9% +$12.1K 0.54% 45
2025
Q2 		$1.23M Buy
8,595
+351
+4% +$49.5K 0.55% 52
2025
Q1 		$1.38M Buy
8,244
+274
+3% +$42.9K 0.69% 35
2024
Q4 		$1.15M Buy
7,970
+46
+0.6% +$7.04K 0.56% 45
2024
Q3 		$1.17M Buy
7,924
+294
+4% +$43.8K 0.58% 46
2024
Q2 		$1.19M Sell
7,630
-214
-3% -$34.1K 0.65% 39
2024
Q1 		$1.24M Sell
7,844
-1,133
-13% -$171K 0.68% 40
2023
Q4 		$1.34M Buy
8,977
+518
+6% +$78.3K 0.6% 44
2023
Q3 		$1.43M Sell
8,459
-191
-2% -$30.9K 0.79% 31
2023
Q2 		$1.36M Buy
8,650
+195
+2% +$31.3K 0.78% 33
2023
Q1 		$1.38M Buy
8,455
+285
+3% +$47.8K 0.84% 29
2022
Q4 		$1.47M Buy
8,170
+48
+0.6% +$8.38K 0.96% 24
2022
Q3 		$1.17M Sell
8,122
-92
-1% -$14K 0.84% 27
2022
Q2 		$1.19M Buy
8,214
+52
+0.6% +$8.6K 0.81% 30
2022
Q1 		$1.33M Sell
8,162
-98
-1% -$14.1K 0.75% 33
2021
Q4 		$969K Buy
+8,260
New +$938K 0.47% 54

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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 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
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Retirement Planning Company of New England's CVX Position: Q2 2026 in Review

Retirement Planning Company of New England reduced its Chevron (CVX) stake by 0.2% in Q2 2026, selling an estimated $3.16K and leaving 8,472 shares worth $1.4M. The position accounts for 0.51% of the portfolio, ranked #51.

Retirement Planning Company of New England first reported a position in CVX in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.76M in Q1 2026. 3,082 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Retirement Planning Company of New England held 8,472 shares of Chevron worth $1.4M as of Q2 2026.
  • Retirement Planning Company of New England sold 17 Chevron shares in Q2 2026, an estimated $3.16K.
  • Chevron made up 0.51% of Retirement Planning Company of New England's portfolio in Q2 2026, its #51 holding.
  • Retirement Planning Company of New England first reported a position in Chevron in Q4 2021 and has held it in 19 quarters since.
  • Retirement Planning Company of New England's Chevron position peaked at $1.76M in Q1 2026.
  • 3,082 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Retirement Planning Company of New England's 13F filing for Q2 2026, filed 30 Jul 2026.