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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
Q1 		– Sell
-2,300
Closed -$351K – 215
2025
Q4 		$351K Buy
+2,300
New +$350K 0.26% 130
2025
Q2 		$315K Buy
2,200
+100
+5% +$14.1K 0.26% 154
2025
Q1 		$351K Hold
2,100
– – 0.33% 108
2024
Q4 		$304K Buy
+2,100
New +$321K 0.28% 133

Other funds holding CVX

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Total Wealth Planning & Management's CVX Position: Q1 2026 in Review

Total Wealth Planning & Management reduced its Chevron (CVX) stake by 24% in Q1 2026, selling an estimated $367K and leaving 6,280 shares worth $1.3M. The position accounts for 0.96% of the portfolio, ranked #24.

Total Wealth Planning & Management first reported a position in CVX in Q4 2024 and has held it in 5 quarters since. 4,267 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Total Wealth Planning & Management held 6,280 shares of Chevron worth $1.3M as of Q1 2026.
  • Total Wealth Planning & Management sold 2,012 Chevron shares in Q1 2026, an estimated $367K.
  • Chevron made up 0.96% of Total Wealth Planning & Management's portfolio in Q1 2026, its #24 holding.
  • Total Wealth Planning & Management first reported a position in Chevron in Q4 2024 and has held it in 5 quarters since.
  • 4,267 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Total Wealth Planning & Management's 13F filing for Q1 2026, filed 5 May 2026.