Compound Planning, Inc.

Position in CVX — Chevron Corp

CIK 1978879 NEW YORK, NY

Position in CVX

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

Position Value

$7,545,394

-$1,764,278 QoQ

Shares Held

45,520

+1.2% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.36%

of 13F equity value

Holder Rank

#866

of 4,109 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 17% Shared 0% None 83%

Energy · as of Jun 30, 2026

Compound Planning, Inc. holds $27,661,048 across 12 Oil & Gas Integrated names. CVX ranks #2 (27.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	XOM	ExxonMobil Holdings Corp	81,382	$11,126,546
2	CVX	Chevron Corp This page	45,520	$7,545,394
3	SHEL	Shell plc	35,990	$2,790,664
4	BP	Bp PLC	31,569	$1,166,473
5	SU	Suncor Energy Inc	17,962	$964,200
6	PBR	Petrobras - Petroleo Brasileiro SA	58,132	$939,412
7	TTE	TotalEnergies SE	11,708	$910,413
8	YPF	Ypf Sociedad Anonima	14,507	$659,633

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$7,545,394	45,520	+1.2%	Shares	Sole	2026-08-04
2026-03-31	$9,309,672	44,996	+7.4%	Shares	Other	2026-05-14
2025-12-31	$6,387,350	41,909	+8.5%	Shares	Sole	2026-02-19
2025-09-30	$6,000,716	38,642	+13.8%	Shares	Sole	2025-11-10
2025-06-30	$4,862,302	33,957	-7.2%	Shares	Sole	2025-08-14
2025-03-31	$6,120,806	36,588	+13.1%	Shares	Sole	2025-05-14
2024-12-31	$4,683,980	32,339	+8.5%	Shares	Sole	2025-01-17
2024-09-30	$4,389,087	29,803	-4.3%	Shares	Sole	2024-10-08
2024-06-30	$4,872,952	31,153	+12.1%	Shares	Sole	2024-07-26
2024-03-31	$4,384,698	27,797	+19.8%	Shares	Sole	2024-05-07
2023-12-31	$3,460,213	23,198	+56.0%	Shares	Sole	2024-02-08
2023-09-30	$2,507,548	14,871	-0.0%	Shares	Sole	2023-11-09
2023-06-30	$2,340,109	14,872	+2.4%	Shares	Sole	2023-08-03
2023-03-31	$2,369,409	14,522	—	Shares	Sole	2023-06-07
No filing history on record for this holder in this stock.