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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
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

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Sterling Financial Planning's CVX Position: Q1 2026 in Review

Sterling Financial Planning reduced its Chevron (CVX) stake by 6.5% in Q1 2026, selling an estimated $25.2K and leaving 1,991 shares worth $412K. The position accounts for 0.12% of the portfolio, ranked #78.

Sterling Financial Planning first reported a position in CVX in Q4 2020 and has held it in 22 quarters since. 4,273 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Sterling Financial Planning held 1,991 shares of Chevron worth $412K as of Q1 2026.
  • Sterling Financial Planning sold 138 Chevron shares in Q1 2026, an estimated $25.2K.
  • Chevron made up 0.12% of Sterling Financial Planning's portfolio in Q1 2026, its #78 holding.
  • Sterling Financial Planning first reported a position in Chevron in Q4 2020 and has held it in 22 quarters since.
  • 4,273 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Sterling Financial Planning's 13F filing for Q1 2026, filed 6 May 2026.