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

Retirement Planning Group (New York)’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
Q1 		$483K Buy
2,336
+41
+2% +$7.48K 0.31% 55
2025
Q4 		$350K Buy
2,295
+32
+1% +$4.87K 0.24% 60
2025
Q3 		$351K Buy
2,263
+4
+0.2% +$619 0.26% 59
2025
Q2 		$324K Buy
2,259
+416
+23% +$58.6K 0.28% 57
2025
Q1 		$308K Buy
1,843
+59
+3% +$9.24K 0.31% 52
2024
Q4 		$258K Buy
+1,784
New +$273K 0.28% 55

Other funds holding CVX

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Retirement Planning Group (New York)'s CVX Position: Q1 2026 in Review

Retirement Planning Group (New York) increased its Chevron (CVX) stake by 1.8% in Q1 2026, buying an estimated $7.48K and bringing the position to 2,336 shares worth $483K. The position accounts for 0.31% of the portfolio, ranked #55.

Retirement Planning Group (New York) first reported a position in CVX in Q4 2024 and has held it in 6 quarters since. 4,269 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Retirement Planning Group (New York) held 2,336 shares of Chevron worth $483K as of Q1 2026.
  • Retirement Planning Group (New York) bought 41 Chevron shares in Q1 2026, an estimated $7.48K.
  • Chevron made up 0.31% of Retirement Planning Group (New York)'s portfolio in Q1 2026, its #55 holding.
  • Retirement Planning Group (New York) first reported a position in Chevron in Q4 2024 and has held it in 6 quarters since.
  • 4,269 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Retirement Planning Group (New York)'s 13F filing for Q1 2026, filed 21 Apr 2026.