Spartan Planning & Wealth Management’s Chevron CVX Stock Holding History

Spartan Planning & Wealth Management’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	$416K	Sell	2,509 -1,680	-40%	-$313K	0.28%	56
2026 Q1	$867K	Buy	+4,189	New	+$764K	0.64%	26
2025 Q4	–	Sell	-3,869	Closed	-$601K	–	83
2025 Q3	$601K	Buy	+3,869	New	+$599K	0.47%	37
2025 Q2	–	Sell	-2,891	Closed	-$484K	–	81
2025 Q1	$484K	Buy	+2,891	New	+$453K	0.47%	37
2023 Q4	–	Sell	-491	Closed	-$82.8K	–	196
2023 Q3	$82.8K	Buy	+491	New	+$79.3K	0.1%	77
2022 Q4	$217K	Buy	1,207 +389	+48%	+$67.9K	0.27%	60
2022 Q3	$118K	Sell	818 -184	-18%	-$28.1K	0.15%	34
2022 Q2	$145K	Buy	1,002 +345	+53%	+$57K	0.19%	40
2022 Q1	$107K	Buy	+657	New	+$94.2K	0.13%	66

Other funds holding CVX

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

AACR

ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return

Spartan Planning & Wealth Management's CVX Position: Q2 2026 in Review

Spartan Planning & Wealth Management reduced its Chevron (CVX) stake by 40% in Q2 2026, selling an estimated $313K and leaving 2,509 shares worth $416K. The position accounts for 0.28% of the portfolio, ranked #56.

Spartan Planning & Wealth Management first reported a position in CVX in Q1 2022 and has held it in 9 quarters since. The position peaked at $867K in Q1 2026. 2,592 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

Spartan Planning & Wealth Management held 2,509 shares of Chevron worth $416K as of Q2 2026.
Spartan Planning & Wealth Management sold 1,680 Chevron shares in Q2 2026, an estimated $313K.
Chevron made up 0.28% of Spartan Planning & Wealth Management's portfolio in Q2 2026, its #56 holding.
Spartan Planning & Wealth Management first reported a position in Chevron in Q1 2022 and has held it in 9 quarters since.
Spartan Planning & Wealth Management's Chevron position peaked at $867K in Q1 2026.
2,592 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Spartan Planning & Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.