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Spectrum Planning & Advisory Services’s Chevron CVX Stock Holding History

Spectrum Planning & Advisory Services’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 		– Sell
-1,236
Closed -$256K – 122
2026
Q1 		$256K Buy
+1,236
New +$225K 0.13% 97

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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
AACR
ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return

Spectrum Planning & Advisory Services's CVX Position: Q2 2026 in Review

Spectrum Planning & Advisory Services sold out of Chevron (CVX) in Q2 2026, closing a stake of 1,236 shares — an estimated $256K sold.

Spectrum Planning & Advisory Services first reported a position in CVX in Q1 2026 and held it in 1 quarter. The position peaked at $256K in Q1 2026. 2,472 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Spectrum Planning & Advisory Services reported no remaining Chevron position as of Q2 2026 after selling out during the quarter.
  • Spectrum Planning & Advisory Services sold 1,236 Chevron shares in Q2 2026, an estimated $256K.
  • Spectrum Planning & Advisory Services first reported a position in Chevron in Q1 2026 and held it in 1 quarter.
  • Spectrum Planning & Advisory Services's Chevron position peaked at $256K in Q1 2026.
  • 2,472 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Spectrum Planning & Advisory Services's 13F filing for Q2 2026, filed 14 Jul 2026.