Center for Financial Planning, Inc.

Position in CVX — Chevron Corp

CIK 1803557 SOUTHFIED, MI

Position in CVX

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$2,031,886

-$514,639 QoQ

Shares Held

12,258

-0.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

1.29%

of 13F equity value

Holder Rank

#1,787

of 4,109 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

Center for Financial Planning, Inc. holds $4,152,769 across 6 Oil & Gas Integrated names. CVX ranks #2 (48.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	XOM	ExxonMobil Holdings Corp	14,900	$2,037,128
2	CVX	Chevron Corp This page	12,258	$2,031,886
3	BP	Bp PLC	1,210	$44,709
4	TTE	TotalEnergies SE	200	$15,552
5	NFG	National Fuel Gas Co	200	$15,442
6	SU	Suncor Energy Inc	150	$8,052

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,031,886	12,258	-0.4%	Shares	Sole	2026-07-21
2026-03-31	$2,546,525	12,308	-0.4%	Shares	Sole	2026-05-04
2025-12-31	$1,884,092	12,362	-1.4%	Shares	Sole	2026-02-05
2025-09-30	$1,946,560	12,535	-0.8%	Shares	Sole	2025-11-06
2025-06-30	$1,810,207	12,642	-1.6%	Shares	Sole	2025-08-04
2025-03-31	$2,150,345	12,854	-0.8%	Shares	Sole	2025-04-22
2024-12-31	$1,876,257	12,954	0.0%	Shares	Sole	2025-01-30
2024-09-30	$1,907,735	12,954	-4.5%	Shares	Sole	2024-10-16
2024-06-30	$2,121,211	13,561	-1.1%	Shares	Sole	2024-07-18
2024-03-31	$2,162,930	13,712	+7.7%	Shares	Sole	2024-04-25
2023-12-31	$1,898,210	12,726	-3.5%	Shares	Sole	2024-01-29
2023-09-30	$2,223,423	13,186	-2.6%	Shares	Sole	2023-10-24
2023-06-30	$2,131,148	13,544	-3.1%	Shares	Sole	2023-08-09
2023-03-31	$2,280,161	13,975	-2.0%	Shares	Sole	2023-05-02
2022-12-31	$2,559,527	14,260	-2.7%	Shares	Sole	2023-01-27
2022-09-30	$2,106,202	14,660	-0.2%	Shares	Sole	2022-10-14
2022-06-30	$2,126,673	14,689	+0.2%	Shares	Sole	2022-08-12
2022-03-31	$2,387,087	14,660	+2.6%	Shares	Sole	2022-05-03
2021-12-31	$1,677,283	14,293	-0.2%	Shares	Sole	2022-02-08
2021-09-30	$1,452,865	14,321	-5.7%	Shares	Sole	2021-11-17
2021-06-30	$1,590,267	15,183	-1.2%	Shares	Sole	2021-07-29
2021-03-31	$1,610,936	15,373	-0.2%	Shares	Sole	2021-05-10
2020-12-31	$1,301,121	15,407	+0.2%	Shares	Sole	2021-02-09
2020-09-30	$1,106,640	15,370	+1.8%	Shares	Sole	2020-11-12
2020-06-30	$1,347,105	15,097	-0.8%	Shares	Sole	2020-08-06
2020-03-31	$1,102,913	15,221	—	Shares	Sole	2020-05-11
No filing history on record for this holder in this stock.