Capital Planning Advisors, LLC

SEC CIK: 0001631941
Latest filing: May 14, 2026

SEC filings (opens in a new tab)

CVX holding history

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

CVX overview All 13F holders of CVX Full Q1 2026 holdings

Shares (Q1 2026): 34,601
Value: $7.16M
% of portfolio: 1.0%
Quarters held: 21; Since Q1 2021

Holdings of CVX by Capital Planning Advisors, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q1 2026	34,601	$7.16M	1.0%	+2,367+7.3%	Added	Holders
Q4 2025	32,234	$4.91M	0.7%	+974+3.1%	Added	Holders
Q3 2025	31,260	$4.85M	0.7%	+3,090+11.0%	Added	Holders
Q2 2025	28,170	$4.03M	0.6%	−820−2.8%	Reduced	Holders
Q1 2025	28,990	$4.85M	0.7%	+1,876+6.9%	Added	Holders
Q4 2024	27,114	$3.93M	0.6%	−4,907−15.3%	Reduced	Holders
Q3 2024	32,021	$4.72M	0.7%	+663+2.1%	Added	Holders
Q2 2024	31,358	$4.90M	0.8%	+156+0.5%	Added	Holders
Q1 2024	31,202	$4.92M	0.9%	+875+2.9%	Added	Holders
Q4 2023	30,327	$4.52M	0.9%	+1,644+5.7%	Added	Holders
Q3 2023	28,683	$4.84M	1.0%	+5,207+22.2%	Added	Holders
Q2 2023	23,476	$3.69M	0.7%	−4,518−16.1%	Reduced	Holders
Q1 2023	27,994	$4.57M	1.0%	−657−2.3%	Reduced	Holders
Q4 2022	28,651	$5.14M	1.2%	−6,721−19.0%	Reduced	Holders
Q3 2022	35,372	$5.08M	1.4%	−4,220−10.7%	Reduced	Holders
Q2 2022	39,592	$5.73M	1.5%	−5,027−11.3%	Reduced	Holders
Q1 2022	44,619	$7.26M	1.6%	+126+0.3%	Added	Holders
Q4 2021	44,493	$5.22M	1.0%	+3,761+9.2%	Added	Holders
Q3 2021	40,732	$4.13M	0.9%	+2,719+7.2%	Added	Holders
Q2 2021	38,013	$3.98M	0.8%	+751+2.0%	Added	Holders
Q1 2021	37,262	$3.90M	0.9%	–	–	Holders

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