Total Wealth Planning & Management
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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
Q3 		$1.06M Sell
5,189
-349
-6% -$68.7K 0.79% 28
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Total Wealth Planning & Management's CVX Position: Q3 2026 in Review

Total Wealth Planning & Management reduced its Chevron (CVX) stake by 6.3% in Q3 2026, selling an estimated $68.7K and leaving 5,189 shares worth $1.06M. The position accounts for 0.79% of the portfolio, ranked #28.

Total Wealth Planning & Management first reported a position in CVX in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.3M in Q1 2026. 3,048 funds tracked by Wall St. Rank hold CVX as of Q3 2026.

  • Total Wealth Planning & Management held 5,189 shares of Chevron worth $1.06M as of Q3 2026.
  • Total Wealth Planning & Management sold 349 Chevron shares in Q3 2026, an estimated $68.7K.
  • Chevron made up 0.79% of Total Wealth Planning & Management's portfolio in Q3 2026, its #28 holding.
  • Total Wealth Planning & Management first reported a position in Chevron in Q4 2024 and has held it in 7 quarters since.
  • Total Wealth Planning & Management's Chevron position peaked at $1.3M in Q1 2026.
  • 3,048 funds tracked by Wall St. Rank held Chevron as of Q3 2026.

Based on Total Wealth Planning & Management's 13F filing for Q3 2026, filed 23 Oct 2026.