Holistic Financial Partners

Position in CVX — Chevron Corp

CIK 1729304 INDIANAPOLIS, IN

Position in CVX

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$259,911

-$219,683 QoQ

Shares Held

1,568

-32.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.36%

of 13F equity value

Holder Rank

#3,629

of 4,109 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

Holistic Financial Partners holds $1,847,259 across 4 Oil & Gas Integrated names. CVX ranks #3 (14.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	XOM	ExxonMobil Holdings Corp	6,761	$924,363
2	IMO	Imperial Oil Ltd	3,954	$442,927
3	CVX	Chevron Corp This page	1,568	$259,911
4	SHEL	Shell plc	2,838	$220,058

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$259,911	1,568	-32.4%	Shares	Sole	2026-07-23
2026-03-31	$479,594	2,318	+3.9%	Shares	Sole	2026-05-05
2025-12-31	$340,026	2,231	-3.8%	Shares	Sole	2026-01-07
2025-09-30	$360,272	2,320	+12.4%	Shares	Sole	2025-11-07
2025-06-30	$295,544	2,064	-11.9%	Shares	Sole	2025-08-05
2025-03-31	$392,127	2,344	-18.6%	Shares	Sole	2025-05-06
2024-12-31	$417,284	2,881	-5.9%	Shares	Sole	2025-02-04
2024-09-30	$450,793	3,061	+3.6%	Shares	Sole	2024-11-07
2024-06-30	$462,064	2,954	-10.6%	Shares	Sole	2024-07-30
2024-03-31	$521,330	3,305	+7.0%	Shares	Sole	2024-05-08
2023-12-31	$460,606	3,088	+14.1%	Shares	Sole	2024-02-14
2023-09-30	$456,454	2,707	+2.9%	Shares	Sole	2023-11-08
2023-06-30	$413,987	2,631	-1.3%	Shares	Sole	2023-08-09
2023-03-31	$434,984	2,666	+10.8%	Shares	Sole	2023-05-04
2022-12-31	$432,032	2,407	-6.8%	Shares	Sole	2023-02-07
2022-09-30	$371,243	2,584	+8.4%	Shares	Sole	2022-11-09
2022-06-30	$345,010	2,383	-4.5%	Shares	Sole	2022-08-02
2022-03-31	$406,423	2,496	-29.3%	Shares	Sole	2022-05-13
2021-12-31	$414,480	3,532	0.0%	Shares	Sole	2022-02-11
2021-09-30	$358,321	3,532	+8.9%	Shares	Sole	2021-11-12
2021-06-30	$339,567	3,242	-0.5%	Shares	Sole	2021-08-13
2021-03-31	$341,301	3,257	-4.5%	Shares	Sole	2021-05-11
2020-12-31	$288,143	3,412	+48.5%	Shares	Sole	2021-02-10
2020-06-30	$204,961	2,297	-20.2%	Shares	Sole	2020-08-13
2020-03-31	$208,467	2,877	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.