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Retirement Planning Group (Kansas)’s Chevron CVX Stock Holding History

Retirement Planning Group (Kansas)’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 		$1.56M Buy
9,407
+305
+3% +$56.8K 0.04% 181
2026
Q1 		$1.88M Buy
9,102
+3,165
+53% +$577K 0.06% 139
2025
Q4 		$905K Buy
5,937
+14
+0.2% +$2.13K 0.03% 201
2025
Q3 		$920K Buy
+5,923
New +$917K 0.03% 193

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
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 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

Retirement Planning Group (Kansas)'s CVX Position: Q2 2026 in Review

Retirement Planning Group (Kansas) increased its Chevron (CVX) stake by 3.4% in Q2 2026, buying an estimated $56.8K and bringing the position to 9,407 shares worth $1.56M. The position accounts for 0.04% of the portfolio, ranked #181.

Retirement Planning Group (Kansas) first reported a position in CVX in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.88M in Q1 2026. 2,605 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Retirement Planning Group (Kansas) held 9,407 shares of Chevron worth $1.56M as of Q2 2026.
  • Retirement Planning Group (Kansas) bought 305 Chevron shares in Q2 2026, an estimated $56.8K.
  • Chevron made up 0.04% of Retirement Planning Group (Kansas)'s portfolio in Q2 2026, its #181 holding.
  • Retirement Planning Group (Kansas) first reported a position in Chevron in Q3 2025 and has held it in 4 quarters since.
  • Retirement Planning Group (Kansas)'s Chevron position peaked at $1.88M in Q1 2026.
  • 2,605 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Retirement Planning Group (Kansas)'s 13F filing for Q2 2026, filed 5 Aug 2026.