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Sequent Planning’s Chevron CVX Stock Holding History

Sequent Planning’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 		$508K Buy
2,453
+76
+3% +$13.9K 0.12% 131
2025
Q4 		$362K Buy
2,377
+32
+1% +$4.87K 0.09% 152
2025
Q3 		$364K Sell
2,345
-28
-1% -$4.34K 0.1% 140
2025
Q2 		$340K Buy
2,373
+238
+11% +$33.6K 0.11% 116
2025
Q1 		$357K Buy
2,135
+14
+0.7% +$2.19K 0.13% 101
2024
Q4 		$307K Sell
2,121
-119
-5% -$18.2K 0.11% 113
2024
Q3 		$330K Buy
2,240
+112
+5% +$16.7K 0.11% 114
2024
Q2 		$333K Sell
2,128
-155
-7% -$24.7K 0.11% 106
2024
Q1 		$360K Buy
+2,283
New +$345K 0.13% 102

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 $336B AUM 34.66% 1-Year Est. Return

Sequent Planning's CVX Position: Q1 2026 in Review

Sequent Planning increased its Chevron (CVX) stake by 3.2% in Q1 2026, buying an estimated $13.9K and bringing the position to 2,453 shares worth $508K. The position accounts for 0.12% of the portfolio, ranked #131.

Sequent Planning first reported a position in CVX in Q1 2024 and has held it in 9 quarters since. 4,273 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Sequent Planning held 2,453 shares of Chevron worth $508K as of Q1 2026.
  • Sequent Planning bought 76 Chevron shares in Q1 2026, an estimated $13.9K.
  • Chevron made up 0.12% of Sequent Planning's portfolio in Q1 2026, its #131 holding.
  • Sequent Planning first reported a position in Chevron in Q1 2024 and has held it in 9 quarters since.
  • 4,273 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Sequent Planning's 13F filing for Q1 2026, filed 21 Apr 2026.