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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

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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
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.