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Stonebridge Financial Planning Group’s Chevron CVX Stock Holding History

Stonebridge Financial Planning Group’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 		$236K Hold
1,425
– – 0.08% 165
2026
Q1 		$295K Buy
+1,425
New +$260K 0.11% 147
2025
Q4 		– Sell
-1,779
Closed -$276K – 173
2025
Q3 		$276K Hold
1,779
– – 0.1% 151
2025
Q2 		$255K Buy
1,779
+74
+4% +$10.4K 0.11% 149
2025
Q1 		$285K Sell
1,705
-200
-10% -$31.3K 0.13% 143
2024
Q4 		$276K Buy
1,905
+401
+27% +$61.4K 0.12% 140
2024
Q3 		$221K Hold
1,504
– – 0.11% 146
2024
Q2 		$235K Buy
+1,504
New +$240K 0.12% 145
2023
Q4 		– Sell
-1,323
Closed -$223K – 150
2023
Q3 		$223K Hold
1,323
– – 0.14% 130
2023
Q2 		$208K Sell
1,323
-600
-31% -$96.2K 0.13% 129
2023
Q1 		$314K Buy
+1,923
New +$322K 0.2% 102
2022
Q1 		– Sell
-550
Closed -$72K – 161
2021
Q4 		$72K Buy
550
+50
+10% +$5.68K 0.04% 188
2021
Q3 		$57K Sell
500
-200
-29% -$19.9K 0.03% 206
2021
Q2 		$73K Sell
700
-500
-42% -$52.8K 0.04% 183
2021
Q1 		$122K Sell
1,200
-350
-23% -$34.2K 0.07% 140
2020
Q4 		$131K Sell
1,550
-312
-17% -$25.3K 0.08% 128
2020
Q3 		$136K Sell
1,862
-888
-32% -$74.7K 0.1% 113
2020
Q2 		$243K Sell
2,750
-100
-4% -$8.95K 0.21% 74
2020
Q1 		$245K Sell
2,850
-712
-20% -$70.4K 0.24% 70
2019
Q4 		$429K Buy
+3,562
New +$420K 0.39% 53

Other funds holding CVX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Stonebridge Financial Planning Group's CVX Position: Q2 2026 in Review

Stonebridge Financial Planning Group held its Chevron (CVX) position steady in Q2 2026 at 1,425 shares worth $236K. The position accounts for 0.08% of the portfolio, ranked #165.

Stonebridge Financial Planning Group first reported a position in CVX in Q4 2019 and has held it in 20 quarters since. The position peaked at $429K in Q4 2019. 4,110 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Stonebridge Financial Planning Group held 1,425 shares of Chevron worth $236K as of Q2 2026.
  • Stonebridge Financial Planning Group left its Chevron share count unchanged in Q2 2026.
  • Chevron made up 0.08% of Stonebridge Financial Planning Group's portfolio in Q2 2026, its #165 holding.
  • Stonebridge Financial Planning Group first reported a position in Chevron in Q4 2019 and has held it in 20 quarters since.
  • Stonebridge Financial Planning Group's Chevron position peaked at $429K in Q4 2019.
  • 4,110 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Stonebridge Financial Planning Group's 13F filing for Q2 2026, filed 31 Jul 2026.