VERPA
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Virginia Estate & Retirement Planning Advisors’s Chevron CVX Stock Holding History

Virginia Estate & Retirement Planning Advisors’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 		$39.8K Hold
240
– – 0.05% 52
2026
Q1 		$49.7K Buy
+240
New +$43.8K 0.09% 26

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

Virginia Estate & Retirement Planning Advisors's CVX Position: Q2 2026 in Review

Virginia Estate & Retirement Planning Advisors held its Chevron (CVX) position steady in Q2 2026 at 240 shares worth $39.8K. The position accounts for 0.05% of the portfolio, ranked #52.

Virginia Estate & Retirement Planning Advisors first reported a position in CVX in Q1 2026 and has held it in 2 quarters since. The position peaked at $49.7K in Q1 2026. 4,072 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Virginia Estate & Retirement Planning Advisors held 240 shares of Chevron worth $39.8K as of Q2 2026.
  • Virginia Estate & Retirement Planning Advisors left its Chevron share count unchanged in Q2 2026.
  • Chevron made up 0.05% of Virginia Estate & Retirement Planning Advisors's portfolio in Q2 2026, its #52 holding.
  • Virginia Estate & Retirement Planning Advisors first reported a position in Chevron in Q1 2026 and has held it in 2 quarters since.
  • Virginia Estate & Retirement Planning Advisors's Chevron position peaked at $49.7K in Q1 2026.
  • 4,072 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Virginia Estate & Retirement Planning Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.