Avantax Planning Partners, Inc.

Position in CVX — Chevron Corp

CIK 1005441 DUBUQUE, IA

Position in CVX

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$10,157,607

-$2,525,776 QoQ

Shares Held

61,279

-0.0% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

1.55%

of 13F equity value

Holder Rank

#742

of 4,099 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

Avantax Planning Partners, Inc. holds $24,617,156 across 5 Oil & Gas Integrated names. CVX ranks #2 (41.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	XOM	ExxonMobil Holdings Corp	100,232	$13,703,719
2	CVX	Chevron Corp This page	61,279	$10,157,607
3	NFG	National Fuel Gas Co	3,881	$299,652
4	TTE	TotalEnergies SE	3,081	$239,578
5	BP	Bp PLC	5,862	$216,600

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$10,157,607	61,279	-0.0%	Shares	Sole	2026-07-28
2026-03-31	$12,683,383	61,302	-5.5%	Shares	Sole	2026-05-04
2025-12-31	$9,885,160	64,859	+0.5%	Shares	Sole	2026-02-05
2025-09-30	$10,020,242	64,526	+5.2%	Shares	Sole	2025-10-31
2025-06-30	$8,784,276	61,347	+3.8%	Shares	Sole	2025-08-11
2025-03-31	$9,885,166	59,090	+2.2%	Shares	Sole	2025-04-29
2024-12-31	$8,373,200	57,810	+0.7%	Shares	Sole	2025-02-07
2024-09-30	$8,458,452	57,435	-19.0%	Shares	Sole	2024-11-14
2024-06-30	$11,088,613	70,890	+4.3%	Shares	Sole	2024-08-09
2024-03-31	$10,726,004	67,998	+76.7%	Shares	Sole	2024-05-03
2023-12-31	$5,739,378	38,478	+8.6%	Shares	Sole	2024-02-09
2023-09-30	$5,973,532	35,426	+13.5%	Shares	Sole	2023-11-06
2023-06-30	$4,912,309	31,219	-0.2%	Shares	Sole	2023-07-18
2023-03-31	$5,104,623	31,286	+8.0%	Shares	Sole	2023-04-21
2022-12-31	$5,200,184	28,972	-13.4%	Shares	Sole	2023-02-10
2022-09-30	$4,809,065	33,473	+0.2%	Shares	Sole	2022-10-14
2022-06-30	$4,836,955	33,409	+1.7%	Shares	Sole	2022-07-18
2022-03-31	$5,349,128	32,851	+5.3%	Shares	Sole	2022-05-09
2021-12-31	$3,659,442	31,184	+6.2%	Shares	Sole	2022-01-28
2021-09-30	$2,978,774	29,362	+9.9%	Shares	Sole	2021-10-27
2021-06-30	$2,797,291	26,707	+23.5%	Shares	Sole	2021-08-10
2021-03-31	$2,266,922	21,633	-9.2%	Shares	Sole	2021-05-06
2020-12-31	$2,012,443	23,830	-21.9%	Shares	Sole	2021-02-04
2020-09-30	$2,196,720	30,510	+1.9%	Shares	Sole	2020-10-28
2020-06-30	$2,672,170	29,947	+5.5%	Shares	Sole	2020-07-15
2020-03-31	$2,057,066	28,389	—	Shares	Sole	2020-04-27
No filing history on record for this holder in this stock.