Position in CVX
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$102,936
-$25,342 QoQ
Shares Held
621
+0.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#3,926
of 4,099 holders
Holding Since
Mar 2020
26 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, 2026MARK SHEPTOFF FINANCIAL PLANNING, LLC holds $385,066 across 4 Oil & Gas Integrated names. CVX ranks #2 (26.7% of the industry book) .
All Filings in CVX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $102,936 | 621 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $128,278 | 620 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $132,596 | 870 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $123,455 | 795 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $117,129 | 818 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $124,631 | 745 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $107,905 | 745 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $109,716 | 745 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $116,532 | 745 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $110,418 | 700 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $119,328 | 800 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $134,896 | 800 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $125,880 | 800 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $97,896 | 600 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $107,694 | 600 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $86,202 | 600 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $86,868 | 600 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $97,698 | 600 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $78,624 | 670 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $67,971 | 670 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $70,175 | 670 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $94,311 | 900 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $50,670 | 600 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $39,600 | 550 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $692,246 | 7,758 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $304,476 | 4,202 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||