XPN
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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
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 $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

XY Planning Network's CVX Position: Q2 2026 in Review

XY Planning Network increased its Chevron (CVX) stake by 27% in Q2 2026, buying an estimated $143K and bringing the position to 3,640 shares worth $603K. The position accounts for 0.08% of the portfolio, ranked #187.

XY Planning Network first reported a position in CVX in Q1 2026 and has held it in 2 quarters since. 1,415 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • XY Planning Network held 3,640 shares of Chevron worth $603K as of Q2 2026.
  • XY Planning Network bought 770 Chevron shares in Q2 2026, an estimated $143K.
  • Chevron made up 0.08% of XY Planning Network's portfolio in Q2 2026, its #187 holding.
  • XY Planning Network first reported a position in Chevron in Q1 2026 and has held it in 2 quarters since.
  • 1,415 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on XY Planning Network's 13F filing for Q2 2026, filed 15 Jul 2026.