Position in CVX
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$603,366
+$9,563 QoQ
Shares Held
3,640
+26.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.91%
of 13F equity value
Holder Rank
#2,852
of 4,109 holders
Holding Since
Mar 2026
2 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, 2026XY Planning Network, Inc. holds $1,704,372 across 2 Oil & Gas Integrated names. CVX ranks #2 (35.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XOM |
ExxonMobil Holdings Corp
|
8,053 | $1,101,006 | |
| 2 | CVX |
Chevron Corp
This page
|
3,640 | $603,366 |
All Filings in CVX
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $603,366 | 3,640 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $593,803 | 2,870 | Shares | Sole | 2026-04-14 | |
| No filing history on record for this holder in this stock. | ||||||