Plan Group Financial, LLC

Position in CVX — Chevron Corp

CIK 1940033 OKLAHOMA CITY, OK

Position in CVX

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$3,722,472

-$1,275,197 QoQ

Shares Held

22,457

-7.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

1.82%

of 13F equity value

Holder Rank

#1,329

of 4,109 holders

Holding Since

Jun 2022

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

Plan Group Financial, LLC holds $12,373,722 across 6 Oil & Gas Integrated names. CVX ranks #2 (30.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	XOM	ExxonMobil Holdings Corp	51,211	$7,001,567
2	CVX	Chevron Corp This page	22,457	$3,722,472
3	TTE	TotalEnergies SE	8,625	$670,680
4	PBR	Petrobras - Petroleo Brasileiro SA	30,000	$439,200
5	SHEL	Shell plc	3,722	$288,603
6	EQNR	Equinor ASA	8,000	$251,200

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,722,472	22,457	-7.0%	Shares	Sole	2026-08-03
2026-03-31	$4,997,669	24,155	+4.1%	Shares	Sole	2026-04-13
2025-12-31	$3,535,912	23,200	-2.5%	Shares	Sole	2026-02-03
2025-09-30	$3,694,349	23,790	+19.1%	Shares	Sole	2025-10-27
2025-06-30	$2,859,504	19,970	+9.6%	Shares	Sole	2025-08-13
2025-03-31	$3,048,692	18,224	+96.4%	Shares	Sole	2025-05-09
2024-12-31	$1,344,115	9,280	+8.8%	Shares	Sole	2025-01-31
2024-09-30	$1,256,213	8,530	+25.8%	Shares	Sole	2024-10-22
2024-06-30	$1,060,996	6,783	+69.9%	Shares	Sole	2024-08-05
2024-03-31	$629,855	3,993	+46.2%	Shares	Sole	2024-04-26
2023-12-31	$407,505	2,732	-39.4%	Shares	Sole	2024-01-29
2023-09-30	$760,644	4,511	-18.4%	Shares	Sole	2023-11-13
2023-06-30	$869,358	5,525	+127.5%	Shares	Sole	2023-08-10
2022-06-30	$351,670	2,429	—	Shares	Sole	2022-08-12
No filing history on record for this holder in this stock.