TWP
CVX icon

Total Wealth Planning’s Chevron CVX Stock Holding History

Total 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
2025
Q4 		– Sell
-10,966
Closed -$1.7M – 46
2025
Q3 		$1.7M Buy
10,966
+34
+0.3% +$5.27K 0.2% 51
2025
Q2 		$1.57M Sell
10,932
-121
-1% -$17.1K 0.2% 51
2025
Q1 		$1.85M Sell
11,053
-9
-0.1% -$1.41K 0.28% 39
2024
Q4 		$1.6M Buy
11,062
+3,077
+39% +$471K 0.25% 42
2024
Q3 		$1.18M Buy
7,985
+2,925
+58% +$435K 0.18% 50
2024
Q2 		$798K Sell
5,060
-66
-1% -$10.5K 0.13% 53
2024
Q1 		$809K Sell
5,126
-120
-2% -$18.1K 0.14% 53
2023
Q4 		$782K Sell
5,246
-100
-2% -$15.1K 0.14% 54
2023
Q3 		$901K Buy
5,346
+84
+2% +$13.6K 0.18% 54
2023
Q2 		$828K Buy
5,262
+55
+1% +$8.82K 0.17% 52
2023
Q1 		$850K Buy
5,207
+33
+0.6% +$5.53K 0.19% 51
2022
Q4 		$929K Sell
5,174
-1,128
-18% -$197K 0.23% 50
2022
Q3 		$905K Buy
6,302
+75
+1% +$11.4K 0.26% 44
2022
Q2 		$901K Sell
6,227
-1,276
-17% -$211K 0.26% 45
2022
Q1 		$1.22M Sell
7,503
-8,782
-54% -$1.26M 0.33% 41
2021
Q4 		$2.01M Buy
16,285
+6,801
+72% +$773K 1.24% 17
2021
Q3 		$962K Buy
9,484
+242
+3% +$24.1K 0.35% 25
2021
Q2 		$968K Sell
9,242
-1,230
-12% -$130K 0.38% 23
2021
Q1 		$1.1M Sell
10,472
-2,166
-17% -$212K 0.47% 23
2020
Q4 		$1.07M Sell
12,638
-3,483
-22% -$282K 0.49% 23
2020
Q3 		$1.16M Buy
16,121
+111
+0.7% +$9.34K 0.6% 21
2020
Q2 		$1.43M Buy
16,010
+88
+0.6% +$7.88K 0.79% 19
2020
Q1 		$1.15M Sell
15,922
-36
-0.2% -$3.56K 0.75% 19
2019
Q4 		$1.92M Buy
15,958
+62
+0.4% +$7.3K 1.03% 18
2019
Q3 		$1.89M Sell
15,896
-441
-3% -$53.6K 1.07% 18
2019
Q2 		$2.03M Buy
16,337
+52
+0.3% +$6.29K 1.2% 17
2019
Q1 		$2.01M Buy
16,285
+57
+0.4% +$6.74K 1.24% 17
2018
Q4 		$1.76M Buy
+16,228
New +$1.88M 1.22% 17

Other funds holding CVX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 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
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Total Wealth Planning's CVX Position: Q4 2025 in Review

Total Wealth Planning sold out of Chevron (CVX) in Q4 2025, closing a stake of 10,966 shares — an estimated $1.7M sold.

Total Wealth Planning first reported a position in CVX in Q4 2018 and held it in 28 quarters. The position peaked at $2.03M in Q2 2019. 3,978 funds tracked by Wall St. Rank hold CVX as of Q4 2025.

  • Total Wealth Planning reported no remaining Chevron position as of Q4 2025 after selling out during the quarter.
  • Total Wealth Planning sold 10,966 Chevron shares in Q4 2025, an estimated $1.7M.
  • Total Wealth Planning first reported a position in Chevron in Q4 2018 and held it in 28 quarters.
  • Total Wealth Planning's Chevron position peaked at $2.03M in Q2 2019.
  • 3,978 funds tracked by Wall St. Rank held Chevron as of Q4 2025.

Based on Total Wealth Planning's 13F filing for Q4 2025, filed 13 Feb 2026.