Peak Retirement Planning, Inc.

Pension

Position in CVX — Chevron Corp

CIK 2056697 COLUMBUS, OH

Position in CVX

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$341,797

+$35,792 QoQ

Shares Held

2,062

+39.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#3,368

of 4,109 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

Peak Retirement Planning, Inc. holds $2,502,688 across 3 Oil & Gas Integrated names. CVX ranks #3 (13.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	XOM	ExxonMobil Holdings Corp	12,946	$1,769,977
2	NFG	National Fuel Gas Co	5,063	$390,914
3	CVX	Chevron Corp This page	2,062	$341,797

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$341,797	2,062	+39.4%	Shares	Sole	2026-08-10
2026-03-31	$306,005	1,479	—	Shares	Sole	2026-05-11
No filing history on record for this holder in this stock.