Position in CVX
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$9,945
-$2,469 QoQ
Shares Held
60
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#4,078
of 4,109 holders
Holding Since
Sep 2025
4 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, 2026United Financial Planning Group LLC holds $303,332 across 4 Oil & Gas Integrated names. CVX ranks #2 (3.3% of the industry book) .
All Filings in CVX
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,945 | 60 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $12,414 | 60 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $30,939 | 203 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $17,081 | 110 | Shares | Sole | 2025-11-13 | |
| No filing history on record for this holder in this stock. | ||||||