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Tempus Wealth Planning’s Chevron CVX Stock Holding History

Tempus Wealth 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 		$1.01M Sell
6,112
-349
-5% -$65K 0.2% 124
2026
Q1 		$1.34M Buy
6,461
+2,798
+76% +$510K 0.31% 93
2025
Q4 		$558K Sell
3,663
-416
-10% -$63.4K 0.13% 164
2025
Q3 		$633K Sell
4,079
-713
-15% -$110K 0.15% 158
2025
Q2 		$686K Sell
4,792
-254
-5% -$35.8K 0.17% 134
2025
Q1 		$844K Sell
5,046
-95
-2% -$14.9K 0.25% 110
2024
Q4 		$745K Buy
5,141
+499
+11% +$76.4K 0.23% 110
2024
Q3 		$684K Buy
4,642
+1,101
+31% +$164K 0.25% 103
2024
Q2 		$554K Buy
3,541
+477
+16% +$76.1K 0.23% 104
2024
Q1 		$483K Buy
3,064
+80
+3% +$12.1K 0.21% 112
2023
Q4 		$445K Sell
2,984
-2
-0.1% -$302 0.2% 109
2023
Q3 		$503K Sell
2,986
-2,568
-46% -$415K 0.25% 86
2023
Q2 		$874K Sell
5,554
-235
-4% -$37.7K 0.39% 75
2023
Q1 		$945K Buy
5,789
+310
+6% +$52K 0.46% 57
2022
Q4 		$983K Buy
5,479
+895
+20% +$156K 0.6% 51
2022
Q3 		$659K Buy
4,584
+1,060
+30% +$162K 0.44% 67
2022
Q2 		$510K Hold
3,524
– – 0.42% 68
2022
Q1 		$574K Sell
3,524
-757
-18% -$109K 0.41% 69
2021
Q4 		$502K Buy
4,281
+76
+2% +$8.63K 0.27% 95
2021
Q3 		$427K Hold
4,205
– – 0.24% 103
2021
Q2 		$440K Buy
4,205
+906
+27% +$95.6K 0.29% 95
2021
Q1 		$346K Hold
3,299
– – 0.37% 74
2020
Q4 		$279K Buy
3,299
+71
+2% +$5.75K 0.36% 54
2020
Q3 		$232K Sell
3,228
-176
-5% -$14.8K 0.34% 61
2020
Q2 		$304K Hold
3,404
– – 0.45% 53
2020
Q1 		$247K Hold
3,404
– – 0.4% 51
2019
Q4 		$410K Buy
+3,404
New +$401K 0.36% 41

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
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Tempus Wealth Planning's CVX Position: Q2 2026 in Review

Tempus Wealth Planning reduced its Chevron (CVX) stake by 5.4% in Q2 2026, selling an estimated $65K and leaving 6,112 shares worth $1.01M. The position accounts for 0.2% of the portfolio, ranked #124.

Tempus Wealth Planning first reported a position in CVX in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.34M in Q1 2026. 2,687 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Tempus Wealth Planning held 6,112 shares of Chevron worth $1.01M as of Q2 2026.
  • Tempus Wealth Planning sold 349 Chevron shares in Q2 2026, an estimated $65K.
  • Chevron made up 0.2% of Tempus Wealth Planning's portfolio in Q2 2026, its #124 holding.
  • Tempus Wealth Planning first reported a position in Chevron in Q4 2019 and has held it in 27 quarters since.
  • Tempus Wealth Planning's Chevron position peaked at $1.34M in Q1 2026.
  • 2,687 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Tempus Wealth Planning's 13F filing for Q2 2026, filed 22 Jul 2026.