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Livermore
Livermore
ZHEN

Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

CVX holding history

Chevron Corp in every 13F filed by Creative Planning, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

CVX overviewAll 13F holders of CVXFull Q2 2026 holdings

Shares (Q2 2026)
954,599
Value
$158.2M
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of CVX by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026954,599$158.2M0.1%+54,075+6.0%AddedHolders
Q1 2026900,524$186.3M0.1%+167,084+22.8%AddedHolders
Q4 2025733,440$111.8M0.1%−14,833−2.0%ReducedHolders
Q3 2025748,273$116.2M0.1%+127,701+20.6%AddedHolders
Q2 2025620,572$88.9M0.1%−31,842−4.9%ReducedHolders
Q1 2025652,414$109.1M0.1%+37,419+6.1%AddedHolders
Q4 2024614,995$89.1M0.1%+69,153+12.7%AddedHolders
Q3 2024545,842$80.4M0.1%−23,818−4.2%ReducedHolders
Q2 2024569,660$89.1M0.1%+10,291+1.8%AddedHolders
Q1 2024559,369$88.2M0.1%+30,283+5.7%AddedHolders
Q4 2023529,086$78.9M0.1%−5,566−1.0%ReducedHolders
Q3 2023534,652$90.2M0.1%+31,959+6.4%AddedHolders
Q2 2023502,693$79.1M0.1%−11,858−2.3%ReducedHolders
Q1 2023514,551$84.0M0.1%+1,356+0.3%AddedHolders
Q4 2022513,195$92.1M0.1%+21,544+4.4%AddedHolders
Q3 2022491,651$70.6M0.1%−21,053−4.1%ReducedHolders
Q2 2022512,704$74.2M0.1%+108,778+26.9%AddedHolders
Q1 2022403,926$65.8M0.1%+18,934+4.9%AddedHolders
Q4 2021384,992$45.2M0.1%−10,512−2.7%ReducedHolders
Q3 2021395,504$40.1M0.1%−10,232−2.5%ReducedHolders
Q2 2021405,736$42.5M0.1%+46,592+13.0%AddedHolders
Q1 2021359,144$37.6M0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.