Planning Strategies Inc.’s Chevron CVX Stock Holding History

Planning Strategies Inc.’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	$182K	Buy	+1,097	New	+$204K	0.11%	69

Other funds holding CVX

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return

Planning Strategies Inc.'s CVX Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in Chevron (CVX) in Q2 2026: 1,097 shares worth $182K. The stake represents 0.11% of the portfolio and ranks #69 among its holdings.

1,688 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

Planning Strategies Inc. held 1,097 shares of Chevron worth $182K as of Q2 2026.
Chevron was a new Planning Strategies Inc. position in Q2 2026.
Chevron made up 0.11% of Planning Strategies Inc.'s portfolio in Q2 2026, its #69 holding.
1,688 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

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