Position in CVX
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$1,662,572
-$363,185 QoQ
Shares Held
10,030
+2.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.14%
of 13F equity value
Holder Rank
#1,931
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, 2026Asset Planning,Inc holds $2,990,125 across 3 Oil & Gas Integrated names. CVX ranks #1 (55.6% of the industry book) .
All Filings in CVX
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,662,572 | 10,030 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $2,025,757 | 9,791 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $1,457,496 | 9,563 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $1,519,978 | 9,788 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $1,380,637 | 9,642 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $1,605,147 | 9,595 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $1,297,187 | 8,956 | Shares | Sole | 2025-01-30 | |
| No filing history on record for this holder in this stock. | ||||||