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Position history for Capital Wealth Planning, LLCCapital Wealth Planning, LLC's holdings in CHEVRON CORPORATION

Yes. Capital Wealth Planning holds 4,290,958 shares of CVX (Chevron), worth $711.3M, as of its Q2 2026 13F filing. It increased the position by 425,442 shares (+11.0%) from Q1 2026. Capital Wealth Planning has held CVX in every 13F on record since Q1 2019, 30 quarterly filings. CVX is 3.6% of Capital Wealth Planning's reported 13F portfolio.

Current Value

$711.3M

Current Shares

4.3M

Total Value Change

+$407.6M

Total Shares Change

+2.2M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
4.3M
+11.0%
$711.3M3.6%$165.76
64
2026-Q1
Increased
3.9M
+40.9%
$799.8M4.4%$203.25
78
2025-Q4
Increased
2.7M
+6.6%
$422.4M2.7%$148.27
57
2025-Q3
Increased
2.6M
+4.4%
$399.8M2.8%$152.88
56
2025-Q2
Increased
2.5M
+9.0%
$353M2.8%$139.27
58
2025-Q1
Increased
2.3M
+3.3%
$378.3M3.3%$158.94
59
2024-Q4
Increased
2.2M
+6.2%
$317.2M2.9%$134.66
56
2024-Q3
Increased
2.1M
+12.6%
$303.6M2.8%$135.54
60

Other major holders of CVX: STATE STREET CORP, BlackRock, Inc., BERKSHIRE HATHAWAY INC, VANGUARD GROUP INC

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