Total Wealth Planning & Management’s Chevron CVX Stock Holding History

Total Wealth Planning & Management’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	$918K	Sell	5,538 -742	-12%	-$138K	0.62%	45
2026 Q1	$1.3M	Sell	6,280 -2,012	-24%	-$367K	0.96%	24
2025 Q4	$1.26M	Buy	+8,292	New	+$1.26M	0.94%	21
2025 Q2	$1.15M	Buy	8,800 +1,512	+21%	+$213K	0.93%	21
2025 Q1	$1.22M	Buy	7,288 +3,687	+102%	+$577K	1.16%	15
2024 Q4	$522K	Buy	+3,601	New	+$551K	0.47%	61

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

Total Wealth Planning & Management's CVX Position: Q2 2026 in Review

Total Wealth Planning & Management reduced its Chevron (CVX) stake by 12% in Q2 2026, selling an estimated $138K and leaving 5,538 shares worth $918K. The position accounts for 0.62% of the portfolio, ranked #45.

Total Wealth Planning & Management first reported a position in CVX in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.3M in Q1 2026. 4,123 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

Total Wealth Planning & Management held 5,538 shares of Chevron worth $918K as of Q2 2026.
Total Wealth Planning & Management sold 742 Chevron shares in Q2 2026, an estimated $138K.
Chevron made up 0.62% of Total Wealth Planning & Management's portfolio in Q2 2026, its #45 holding.
Total Wealth Planning & Management first reported a position in Chevron in Q4 2024 and has held it in 6 quarters since.
Total Wealth Planning & Management's Chevron position peaked at $1.3M in Q1 2026.
4,123 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Total Wealth Planning & Management's 13F filing for Q2 2026, filed 28 Jul 2026.