Ritter Daniher Financial Advisory LLC / DE
Position in CVX — Chevron Corp
CIK 1936603
CINCINNATI, OH
Position in CVX
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$502,087
-$149,441 QoQ
Shares Held
3,029
-3.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.43%
of 13F equity value
Holder Rank
#3,011
of 4,109 holders
Holding Since
Jun 2022
17 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, 2026Ritter Daniher Financial Advisory LLC / DE holds $1,857,945 across 3 Oil & Gas Integrated names. CVX ranks #2 (27.0% of the industry book) .
All Filings in CVX
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $502,087 | 3,029 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $651,528 | 3,149 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $524,137 | 3,439 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $525,035 | 3,381 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $484,125 | 3,381 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $484,639 | 2,897 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $437,706 | 3,022 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $426,641 | 2,897 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $507,895 | 3,247 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $529,533 | 3,357 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $597,684 | 4,007 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $686,789 | 4,073 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $639,942 | 4,067 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $656,555 | 4,024 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $667,343 | 3,718 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $541,061 | 3,766 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $498,477 | 3,443 | Shares | Sole | 2022-08-11 | |
| No filing history on record for this holder in this stock. | ||||||