Wrenne Financial Planning’s Chevron CVX Stock Holding History

Wrenne Financial 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
2026 Q2	$235K	Buy	+1,418	New	+$264K	0.08%	52

Other funds holding CVX

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

AACR

ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Wrenne Financial Planning's CVX Position: Q2 2026 in Review

Wrenne Financial Planning opened a new position in Chevron (CVX) in Q2 2026: 1,418 shares worth $235K. The stake represents 0.08% of the portfolio and ranks #52 among its holdings.

2,046 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

Wrenne Financial Planning held 1,418 shares of Chevron worth $235K as of Q2 2026.
Chevron was a new Wrenne Financial Planning position in Q2 2026.
Chevron made up 0.08% of Wrenne Financial Planning's portfolio in Q2 2026, its #52 holding.
2,046 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Wrenne Financial Planning's 13F filing for Q2 2026, filed 27 Jul 2026.