Position in CVX
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$1,559,304
-$323,899 QoQ
Shares Held
9,407
+3.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
#1,972
of 4,109 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CVX Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Integrated
Energy · as of Jun 30, 2026Retirement Planning Group, LLC holds $8,446,824 across 3 Oil & Gas Integrated names. CVX ranks #2 (18.5% of the industry book) .
All Filings in CVX
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,559,304 | 9,407 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $1,883,203 | 9,102 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $904,858 | 5,937 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $919,782 | 5,923 | Shares | Sole | 2025-10-27 | |
| No filing history on record for this holder in this stock. | ||||||