Comprehensive Financial Planning, Inc./PA
Position in CVX — Chevron Corp
CIK 2044855
EAST PETERSBURG, PA
Position in CVX
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$211,841
-$51,128 QoQ
Shares Held
1,278
+0.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#3,817
of 4,109 holders
Holding Since
Dec 2024
7 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, 2026Comprehensive Financial Planning, Inc./PA holds $603,311 across 4 Oil & Gas Integrated names. CVX ranks #2 (35.1% of the industry book) .
All Filings in CVX
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $211,841 | 1,278 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $262,969 | 1,271 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $192,493 | 1,263 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $194,888 | 1,255 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $178,557 | 1,247 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $207,105 | 1,238 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $178,153 | 1,230 | Shares | Sole | 2025-01-29 | |
| No filing history on record for this holder in this stock. | ||||||