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WealthPlan Investment Management’s Chevron CVX Stock Holding History

WealthPlan Investment 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
Q2 		$12M Sell
72,170
-6,209
-8% -$1.16M 0.59% 46
2026
Q1 		$16.2M Sell
78,379
-7,953
-9% -$1.45M 0.9% 28
2025
Q4 		$13.2M Sell
86,332
-8,794
-9% -$1.34M 0.84% 31
2025
Q3 		$14.8M Sell
95,126
-1,808
-2% -$280K 0.98% 27
2025
Q2 		$13.9M Buy
96,934
+15,324
+19% +$2.16M 1.01% 23
2025
Q1 		$13.7M Buy
81,610
+5,392
+7% +$844K 1.34% 15
2024
Q4 		$11M Sell
76,218
-2,205
-3% -$338K 1.09% 24
2024
Q3 		$11.5M Buy
78,423
+8,795
+13% +$1.31M 1.17% 21
2024
Q2 		$10.9M Sell
69,628
-3,166
-4% -$505K 1.65% 12
2024
Q1 		$11.5M Buy
72,794
+3,253
+5% +$491K 1.75% 11
2023
Q4 		$10.4M Buy
69,541
+6,125
+10% +$926K 1.66% 12
2023
Q3 		$10.7M Buy
63,416
+30,317
+92% +$4.9M 1.89% 7
2023
Q2 		$5.21M Sell
33,099
-30,169
-48% -$4.84M 1.55% 16
2023
Q1 		$10.3M Sell
63,268
-53,228
-46% -$8.92M 1.78% 10
2022
Q4 		$19.9M Buy
116,496
+1,906
+2% +$333K 1.39% 14
2022
Q3 		$19.8M Buy
+114,590
New +$17.5M 1.44% 14
2022
Q1 		$17M Buy
+108,777
New +$15.6M 1.18% 19

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

WealthPlan Investment Management's CVX Position: Q2 2026 in Review

WealthPlan Investment Management reduced its Chevron (CVX) stake by 7.9% in Q2 2026, selling an estimated $1.16M and leaving 72,170 shares worth $12M. The position accounts for 0.59% of the portfolio, ranked #46.

WealthPlan Investment Management first reported a position in CVX in Q1 2022 and has held it in 17 quarters since. The position peaked at $19.9M in Q4 2022. 4,110 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • WealthPlan Investment Management held 72,170 shares of Chevron worth $12M as of Q2 2026.
  • WealthPlan Investment Management sold 6,209 Chevron shares in Q2 2026, an estimated $1.16M.
  • Chevron made up 0.59% of WealthPlan Investment Management's portfolio in Q2 2026, its #46 holding.
  • WealthPlan Investment Management first reported a position in Chevron in Q1 2022 and has held it in 17 quarters since.
  • WealthPlan Investment Management's Chevron position peaked at $19.9M in Q4 2022.
  • 4,110 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on WealthPlan Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.