TP
CVX icon

Trailhead Planners’s Chevron CVX Stock Holding History

Trailhead Planners’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 		$799K Sell
4,818
-18
-0.4% -$3.35K 0.77% 29
2026
Q1 		$1M Sell
4,836
-152
-3% -$27.7K 0.96% 24
2025
Q4 		$760K Buy
+4,988
New +$760K 0.75% 25

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

Trailhead Planners's CVX Position: Q2 2026 in Review

Trailhead Planners reduced its Chevron (CVX) stake by 0.37% in Q2 2026, selling an estimated $3.35K and leaving 4,818 shares worth $799K. The position accounts for 0.77% of the portfolio, ranked #29.

Trailhead Planners first reported a position in CVX in Q4 2025 and has held it in 3 quarters since. The position peaked at $1M in Q1 2026. 4,118 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Trailhead Planners held 4,818 shares of Chevron worth $799K as of Q2 2026.
  • Trailhead Planners sold 18 Chevron shares in Q2 2026, an estimated $3.35K.
  • Chevron made up 0.77% of Trailhead Planners's portfolio in Q2 2026, its #29 holding.
  • Trailhead Planners first reported a position in Chevron in Q4 2025 and has held it in 3 quarters since.
  • Trailhead Planners's Chevron position peaked at $1M in Q1 2026.
  • 4,118 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Trailhead Planners's 13F filing for Q2 2026, filed 6 Aug 2026.