Position in CVX
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$943,505
-$257,342 QoQ
Shares Held
5,692
-1.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#2,428
of 4,099 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CVX Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Integrated
Energy · as of Jun 30, 2026Pinnacle Wealth Planning Services, Inc. holds $5,697,647 across 12 Oil & Gas Integrated names. CVX ranks #2 (16.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XOM |
ExxonMobil Holdings Corp
|
23,471 | $3,208,955 | |
| 2 | CVX |
Chevron Corp
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|
5,692 | $943,505 | |
| 3 | SHEL |
Shell plc
|
5,838 | $452,678 | |
| 4 | BP |
Bp PLC
|
9,271 | $342,563 | |
| 5 | TTE |
TotalEnergies SE
|
2,994 | $232,813 | |
| 6 | SU |
Suncor Energy Inc
|
3,952 | $212,143 | |
| 7 | EQNR |
Equinor ASA
|
3,252 | $102,112 | |
| 8 | E |
Eni Spa
|
1,638 | $76,756 |
All Filings in CVX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $943,505 | 5,692 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $1,200,847 | 5,804 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $915,831 | 6,009 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $982,209 | 6,325 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $861,287 | 6,015 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,004,074 | 6,002 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $834,278 | 5,760 | Shares | Sole | 2025-02-27 | |
| 2024-09-30 | $1,160,045 | 7,877 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,658,677 | 10,604 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $1,994,780 | 12,646 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $2,041,552 | 13,687 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $2,248,884 | 13,337 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $2,083,943 | 13,244 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $2,180,795 | 13,366 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $2,388,114 | 13,305 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $1,629,504 | 11,342 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $1,451,129 | 10,023 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $1,804,482 | 11,082 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $1,174,790 | 10,011 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $871,455 | 8,590 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $927,577 | 8,856 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $932,839 | 8,902 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $555,257 | 6,575 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $371,160 | 5,155 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $804,853 | 9,020 | Shares | Sole | 2020-07-27 | |
| 2020-03-31 | $339,330 | 4,683 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||