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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
Q2 		$408K Buy
2,462
+9
+0.4% +$1.68K 0.09% 168
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Sequent Planning's CVX Position: Q2 2026 in Review

Sequent Planning increased its Chevron (CVX) stake by 0.37% in Q2 2026, buying an estimated $1.68K and bringing the position to 2,462 shares worth $408K. The position accounts for 0.09% of the portfolio, ranked #168.

Sequent Planning first reported a position in CVX in Q1 2024 and has held it in 10 quarters since. The position peaked at $508K in Q1 2026. 4,141 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Sequent Planning held 2,462 shares of Chevron worth $408K as of Q2 2026.
  • Sequent Planning bought 9 Chevron shares in Q2 2026, an estimated $1.68K.
  • Chevron made up 0.09% of Sequent Planning's portfolio in Q2 2026, its #168 holding.
  • Sequent Planning first reported a position in Chevron in Q1 2024 and has held it in 10 quarters since.
  • Sequent Planning's Chevron position peaked at $508K in Q1 2026.
  • 4,141 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Sequent Planning's 13F filing for Q2 2026, filed 14 Aug 2026.