XY Planning Network
CVX icon

XY Planning Network’s Chevron CVX Stock Holding History

XY Planning Network’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
Q3 		$886K Buy
4,337
+697
+19% +$137K 0.1% 167
2026
Q2 		$603K Buy
3,640
+770
+27% +$143K 0.08% 187
2026
Q1 		$567K Buy
+2,870
New +$523K 0.09% 178

Other funds holding CVX

Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Adams Natural Resources Fund
Adams Natural Resources Fund Baltimore, Maryland $857M AUM 41.76% 1-Year Est. Return
Quilter Plc
Quilter Plc London, United Kingdom $6.95B AUM 39.67% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

XY Planning Network's CVX Position: Q3 2026 in Review

XY Planning Network increased its Chevron (CVX) stake by 19% in Q3 2026, buying an estimated $137K and bringing the position to 4,337 shares worth $886K. The position accounts for 0.1% of the portfolio, ranked #167.

XY Planning Network first reported a position in CVX in Q1 2026 and has held it in 3 quarters since. 1,423 funds tracked by Wall St. Rank hold CVX as of Q3 2026.

  • XY Planning Network held 4,337 shares of Chevron worth $886K as of Q3 2026.
  • XY Planning Network bought 697 Chevron shares in Q3 2026, an estimated $137K.
  • Chevron made up 0.1% of XY Planning Network's portfolio in Q3 2026, its #167 holding.
  • XY Planning Network first reported a position in Chevron in Q1 2026 and has held it in 3 quarters since.
  • 1,423 funds tracked by Wall St. Rank held Chevron as of Q3 2026.

Based on XY Planning Network's 13F filing for Q3 2026, filed 14 Oct 2026.