LifeSteps Financial, Inc.

Position in CVX — Chevron Corp

CIK 1801373 CLAREMONT, CA

Position in CVX

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$730,504

-$162,683 QoQ

Shares Held

4,407

+2.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.52%

of 13F equity value

Holder Rank

#2,670

of 4,109 holders

Holding Since

Jun 2020

25 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Energy · as of Jun 30, 2026

LifeSteps Financial, Inc. holds $826,453 across 7 Oil & Gas Integrated names. CVX ranks #1 (88.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CVX	Chevron Corp This page	4,407	$730,504
2	NFG	National Fuel Gas Co	850	$65,628
3	BP	Bp PLC	309	$11,417
4	SHEL	Shell plc	100	$7,754
5	TTE	TotalEnergies SE	95	$7,387
6	SU	Suncor Energy Inc	40	$2,147
7	PBR	Petrobras - Petroleo Brasileiro SA	100	$1,616

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$730,504	4,407	+2.1%	Shares	Sole	2026-07-17
2026-03-31	$893,187	4,317	0.0%	Shares	Sole	2026-04-22
2025-12-31	$657,953	4,317	-8.7%	Shares	Sole	2026-01-28
2025-09-30	$734,211	4,728	+0.0%	Shares	Sole	2025-10-16
2025-06-30	$676,715	4,726	-2.4%	Shares	Sole	2025-07-23
2025-03-31	$809,683	4,840	+0.0%	Shares	Sole	2025-04-23
2024-12-31	$700,735	4,838	-9.2%	Shares	Sole	2025-02-03
2024-09-30	$784,801	5,329	+3.9%	Shares	Sole	2024-10-16
2024-06-30	$801,965	5,127	0.0%	Shares	Sole	2024-07-17
2024-03-31	$808,732	5,127	-3.8%	Shares	Sole	2024-04-26
2023-12-31	$794,575	5,327	+80.3%	Shares	Sole	2024-01-19
2023-09-30	$498,272	2,955	-6.0%	Shares	Sole	2023-10-25
2023-06-30	$494,393	3,142	-7.0%	Shares	Sole	2023-07-14
2023-03-31	$551,480	3,380	-6.3%	Shares	Sole	2023-04-12
2022-12-31	$647,240	3,606	+26.9%	Shares	Sole	2023-01-18
2022-09-30	$408,310	2,842	+10.7%	Shares	Sole	2022-10-14
2022-06-30	$371,650	2,567	0.0%	Shares	Sole	2022-07-13
2022-03-31	$417,984	2,567	-2.7%	Shares	Sole	2022-04-12
2021-12-31	$309,451	2,637	-2.3%	Shares	Sole	2022-01-26
2021-09-30	$273,712	2,698	0.0%	Shares	Sole	2021-10-06
2021-06-30	$282,588	2,698	+8.9%	Shares	Sole	2021-07-09
2021-03-31	$259,564	2,477	-17.5%	Shares	Sole	2021-04-20
2020-12-31	$253,434	3,001	-5.8%	Shares	Sole	2021-01-25
2020-09-30	$229,392	3,186	+28.9%	Shares	Sole	2020-10-21
2020-06-30	$220,487	2,471	—	Shares	Sole	2020-08-05
No filing history on record for this holder in this stock.