SS&H Financial Advisors, Inc.

Position in CVX — Chevron Corp

CIK 1911735 TROY, MI

Position in CVX

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$1,933,093

+$391,924 QoQ

Shares Held

11,662

+15.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.50%

of 13F equity value

Holder Rank

#1,815

of 4,109 holders

Holding Since

Mar 2022

16 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

SS&H Financial Advisors, Inc. holds $2,172,529 across 2 Oil & Gas Integrated names. CVX ranks #1 (89.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	CVX	Chevron Corp This page	11,662	$1,933,093
2	BP	Bp PLC	6,480	$239,436

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,933,093	11,662	+15.3%	Shares	Sole	2026-08-04
2025-12-31	$1,541,169	10,112	+7.4%	Shares	Sole	2026-01-20
2025-09-30	$1,461,589	9,412	+1.1%	Shares	Sole	2025-10-17
2025-06-30	$1,333,385	9,312	-4.1%	Shares	Sole	2025-08-05
2025-03-31	$1,624,720	9,712	+0.0%	Shares	Sole	2025-04-10
2024-12-31	$1,406,106	9,708	+2.7%	Shares	Sole	2025-01-14
2024-09-30	$1,391,701	9,450	+5.2%	Shares	Sole	2024-10-09
2024-06-30	$1,404,651	8,980	0.0%	Shares	Sole	2024-09-10
2024-03-31	$1,416,505	8,980	0.0%	Shares	Sole	2024-05-09
2023-12-31	$1,339,456	8,980	-9.3%	Shares	Sole	2024-02-13
2023-09-30	$1,670,349	9,906	-5.0%	Shares	Sole	2023-10-18
2023-03-31	$1,701,758	10,430	-1.9%	Shares	Sole	2023-05-04
2022-12-31	$1,907,978	10,630	+0.5%	Shares	Sole	2023-02-09
2022-09-30	$1,520,028	10,580	-0.2%	Shares	Sole	2022-11-02
2022-06-30	$1,535,391	10,605	-2.1%	Shares	Sole	2022-07-14
2022-03-31	$1,763,774	10,832	—	Shares	Sole	2022-05-13
No filing history on record for this holder in this stock.