SFP
CVX icon

Sterling Financial Planning’s Chevron CVX Stock Holding History

Sterling Financial 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 		$321K Sell
1,938
-53
-3% -$9.87K 0.09% 96
2026
Q1 		$412K Sell
1,991
-138
-6% -$25.2K 0.12% 78
2025
Q4 		$324K Buy
2,129
+1
+0% +$152 0.1% 86
2025
Q3 		$330K Buy
2,128
+1
+0% +$155 0.1% 85
2025
Q2 		$305K Buy
2,127
+100
+5% +$14.1K 0.1% 87
2025
Q1 		$339K Buy
2,027
+161
+9% +$25.2K 0.12% 80
2024
Q4 		$270K Buy
1,866
+262
+16% +$40.1K 0.1% 91
2024
Q3 		$236K Hold
1,604
– – 0.09% 101
2024
Q2 		$251K Hold
1,604
– – 0.1% 98
2024
Q1 		$253K Sell
1,604
-8
-0.5% -$1.21K 0.1% 96
2023
Q4 		$240K Hold
1,612
– – 0.1% 93
2023
Q3 		$272K Hold
1,612
– – 0.14% 81
2023
Q2 		$254K Sell
1,612
-252
-14% -$40.4K 0.13% 83
2023
Q1 		$304K Hold
1,864
– – 0.17% 76
2022
Q4 		$335K Sell
1,864
-54
-3% -$9.42K 0.2% 73
2022
Q3 		$276K Hold
1,918
– – 0.19% 73
2022
Q2 		$278K Sell
1,918
-100
-5% -$16.5K 0.2% 73
2022
Q1 		$329K Hold
2,018
– – 0.21% 69
2021
Q4 		$237K Buy
2,018
+148
+8% +$16.8K 0.15% 85
2021
Q3 		$190K Hold
1,870
– – 0.12% 88
2021
Q2 		$196K Sell
1,870
-385
-17% -$40.6K 0.13% 86
2021
Q1 		$236K Buy
2,255
+75
+3% +$7.32K 0.17% 71
2020
Q4 		$184K Buy
+2,180
New +$177K 0.15% 76

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

Sterling Financial Planning's CVX Position: Q2 2026 in Review

Sterling Financial Planning reduced its Chevron (CVX) stake by 2.7% in Q2 2026, selling an estimated $9.87K and leaving 1,938 shares worth $321K. The position accounts for 0.09% of the portfolio, ranked #96.

Sterling Financial Planning first reported a position in CVX in Q4 2020 and has held it in 23 quarters since. The position peaked at $412K in Q1 2026. 4,141 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Sterling Financial Planning held 1,938 shares of Chevron worth $321K as of Q2 2026.
  • Sterling Financial Planning sold 53 Chevron shares in Q2 2026, an estimated $9.87K.
  • Chevron made up 0.09% of Sterling Financial Planning's portfolio in Q2 2026, its #96 holding.
  • Sterling Financial Planning first reported a position in Chevron in Q4 2020 and has held it in 23 quarters since.
  • Sterling Financial Planning's Chevron position peaked at $412K in Q1 2026.
  • 4,141 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Sterling Financial Planning's 13F filing for Q2 2026, filed 11 Aug 2026.