SwitchPoint Financial Planning’s Chevron CVX Stock Holding History

SwitchPoint 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	–	Sell	-1,037	Closed	-$215K	–	72
2026 Q1	$215K	Buy	+1,037	New	+$189K	0.15%	62

Other funds holding CVX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

SwitchPoint Financial Planning sold out of Chevron (CVX) in Q2 2026, closing a stake of 1,037 shares — an estimated $215K sold.

SwitchPoint Financial Planning first reported a position in CVX in Q1 2026 and held it in 1 quarter. The position peaked at $215K in Q1 2026. 4,110 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

SwitchPoint Financial Planning reported no remaining Chevron position as of Q2 2026 after selling out during the quarter.
SwitchPoint Financial Planning sold 1,037 Chevron shares in Q2 2026, an estimated $215K.
SwitchPoint Financial Planning first reported a position in Chevron in Q1 2026 and held it in 1 quarter.
SwitchPoint Financial Planning's Chevron position peaked at $215K in Q1 2026.
4,110 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on SwitchPoint Financial Planning's 13F filing for Q2 2026, filed 17 Aug 2026.