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St. Louis Financial Planners Asset Management’s Chevron CVX Stock Holding History

St. Louis Financial Planners Asset 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 		– Sell
-21,175
Closed -$4.38M – 33
2026
Q1 		$4.38M Sell
21,175
-3,333
-14% -$608K 2.48% 7
2025
Q4 		$3.74M Buy
24,508
+5,825
+31% +$887K 2.3% 11
2025
Q3 		$2.9M Buy
18,683
+221
+1% +$34.2K 1.87% 21
2025
Q2 		$2.64M Buy
18,462
+3,311
+22% +$467K 2.02% 21
2025
Q1 		$2.53M Buy
+15,151
New +$2.37M 1.89% 13
2024
Q4 		– Sell
-15,197
Closed -$2.29M – 35
2024
Q3 		$2.29M Buy
15,197
+1,722
+13% +$256K 1.82% 12
2024
Q2 		$2.11M Buy
13,475
+691
+5% +$110K 1.81% 17
2024
Q1 		$2.05M Buy
12,784
+1,493
+13% +$225K 1.85% 12
2023
Q4 		$1.68M Sell
11,291
-590
-5% -$89.2K 1.57% 24
2023
Q3 		$1.94M Buy
11,881
+588
+5% +$95K 1.55% 8
2023
Q2 		$1.78M Buy
11,293
+314
+3% +$50.3K 1.78% 16
2023
Q1 		$1.79M Buy
+10,979
New +$1.84M 2.04% 11

Other funds holding CVX

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
AACR
ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

St. Louis Financial Planners Asset Management's CVX Position: Q2 2026 in Review

St. Louis Financial Planners Asset Management sold out of Chevron (CVX) in Q2 2026, closing a stake of 21,175 shares — an estimated $4.38M sold.

St. Louis Financial Planners Asset Management first reported a position in CVX in Q1 2023 and held it in 12 quarters. The position peaked at $4.38M in Q1 2026. 2,046 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • St. Louis Financial Planners Asset Management reported no remaining Chevron position as of Q2 2026 after selling out during the quarter.
  • St. Louis Financial Planners Asset Management sold 21,175 Chevron shares in Q2 2026, an estimated $4.38M.
  • St. Louis Financial Planners Asset Management first reported a position in Chevron in Q1 2023 and held it in 12 quarters.
  • St. Louis Financial Planners Asset Management's Chevron position peaked at $4.38M in Q1 2026.
  • 2,046 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on St. Louis Financial Planners Asset Management's 13F filing for Q2 2026, filed 7 Jul 2026.