PlanVest Financial, Inc

Position in CVX — Chevron Corp

CIK 2135239 GAITHERSBURG, MD

Position in CVX

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

Position Value

$309,639

-$44,780 QoQ

Shares Held

1,868

+9.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.64%

of 13F equity value

Holder Rank

#3,462

of 4,099 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Energy · as of Jun 30, 2026

PlanVest Financial, Inc holds $958,708 across 5 Oil & Gas Integrated names. CVX ranks #2 (32.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	XOM	ExxonMobil Holdings Corp	3,823	$522,680
2	CVX	Chevron Corp This page	1,868	$309,639
3	SU	Suncor Energy Inc	999	$53,626
4	SHEL	Shell plc	632	$49,005
5	BP	Bp PLC	643	$23,758

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$309,639	1,868	+9.0%	Shares	Sole	2026-08-10
2026-03-31	$354,419	1,713	—	Shares	Sole	2026-05-14
No filing history on record for this holder in this stock.