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United Financial Planning Group’s Chevron CVX Stock Holding History

United Financial Planning Group’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 		$9.95K Hold
60
– – 0.01% 244
2026
Q1 		$12.4K Sell
60
-143
-70% -$26.1K 0.01% 180
2025
Q4 		$30.9K Buy
203
+93
+85% +$14.2K 0.02% 113
2025
Q3 		$17.1K Buy
+110
New +$17K 0.01% 129

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

United Financial Planning Group's CVX Position: Q2 2026 in Review

United Financial Planning Group held its Chevron (CVX) position steady in Q2 2026 at 60 shares worth $9.95K. The position accounts for 0.01% of the portfolio, ranked #244.

United Financial Planning Group first reported a position in CVX in Q3 2025 and has held it in 4 quarters since. The position peaked at $30.9K in Q4 2025. 4,118 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • United Financial Planning Group held 60 shares of Chevron worth $9.95K as of Q2 2026.
  • United Financial Planning Group left its Chevron share count unchanged in Q2 2026.
  • Chevron made up 0.01% of United Financial Planning Group's portfolio in Q2 2026, its #244 holding.
  • United Financial Planning Group first reported a position in Chevron in Q3 2025 and has held it in 4 quarters since.
  • United Financial Planning Group's Chevron position peaked at $30.9K in Q4 2025.
  • 4,118 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on United Financial Planning Group's 13F filing for Q2 2026, filed 6 Aug 2026.