Position in CVX
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$203,553
-$4,795 QoQ
Shares Held
1,228
+21.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.53%
of 13F equity value
Holder Rank
#3,851
of 4,109 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 9%
Shared 0%
None 91%
Common Shares in CVX Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Integrated
Energy · as of Jun 30, 2026Financial Plan, Inc. holds $473,848 across 2 Oil & Gas Integrated names. CVX ranks #2 (43.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XOM |
ExxonMobil Holdings Corp
|
1,977 | $270,295 | |
| 2 | CVX |
Chevron Corp
This page
|
1,228 | $203,553 |
All Filings in CVX
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $203,553 | 1,228 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $208,348 | 1,007 | Shares | Sole | 2026-04-27 | |
| No filing history on record for this holder in this stock. | ||||||