Capital Wealth Planning Boosts Chevron Stake

Investment firm increases holding in oil and gas giant by 4.4% in Q3

Mar. 14, 2026 at 8:10am

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Capital Wealth Planning LLC, an investment management firm, increased its stake in Chevron Corporation (NYSE:CVX) by 4.4% in the third quarter of 2025, according to a recent SEC filing. The firm now owns 2,574,346 shares of the oil and gas company's stock, worth approximately $399.8 million and representing about 0.13% of Chevron's total outstanding shares.

Why it matters

Chevron is one of the world's largest integrated energy companies, with operations spanning oil and gas exploration, production, refining, and marketing. Institutional investors' holdings in the company are closely watched as a barometer of sentiment around the energy sector and broader market conditions.

The details

According to the filing, Capital Wealth Planning added 108,888 Chevron shares to its portfolio during the third quarter. The firm's total Chevron holdings now make up about 2.8% of its overall assets under management. Chevron's stock has risen over 20% in the past year as energy prices have rebounded from pandemic-era lows.

  • Capital Wealth Planning disclosed the increased Chevron stake in a 13F filing with the SEC on March 14, 2026, covering the third quarter of 2025.

The players

Capital Wealth Planning LLC

An investment management firm that oversees approximately $14 billion in client assets, with a focus on large-cap equities.

Chevron Corporation

A multinational energy company engaged in oil and gas exploration, production, refining, and marketing, with a market capitalization of over $390 billion.

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The takeaway

Capital Wealth Planning's increased stake in Chevron reflects ongoing institutional investor interest in the energy sector, particularly in large, diversified companies like Chevron that are seen as relatively stable plays amid market volatility.