Position in CVX
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$2,061,059
-$493,535 QoQ
Shares Held
12,434
+0.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#1,770
of 4,105 holders
Holding Since
Mar 2020
26 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, 2026PDS Planning, Inc holds $8,782,921 across 10 Oil & Gas Integrated names. CVX ranks #2 (23.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XOM |
ExxonMobil Holdings Corp
|
25,071 | $3,427,707 | |
| 2 | CVX |
Chevron Corp
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|
12,434 | $2,061,059 | |
| 3 | SHEL |
Shell plc
|
12,101 | $938,311 | |
| 4 | TTE |
TotalEnergies SE
|
8,519 | $662,437 | |
| 5 | SU |
Suncor Energy Inc
|
6,627 | $355,737 | |
| 6 | IMO |
Imperial Oil Ltd
|
2,804 | $314,104 | |
| 7 | BP |
Bp PLC
|
8,278 | $305,872 | |
| 8 | E |
Eni Spa
|
6,408 | $300,278 |
All Filings in CVX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,061,059 | 12,434 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $2,554,594 | 12,347 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $1,857,115 | 12,185 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $1,826,210 | 11,760 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $1,507,217 | 10,526 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $1,771,433 | 10,589 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $1,391,188 | 9,605 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $1,286,697 | 8,737 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $1,389,166 | 8,881 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $1,366,343 | 8,662 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $1,185,374 | 7,947 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $1,194,841 | 7,086 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $1,093,739 | 6,951 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $1,093,824 | 6,704 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $899,783 | 5,013 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $688,897 | 4,795 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $700,879 | 4,841 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $744,133 | 4,570 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $487,354 | 4,153 | Shares | Sole | 2022-01-25 | |
| 2021-09-30 | $453,177 | 4,467 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $441,898 | 4,219 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $530,446 | 5,062 | Shares | Sole | 2021-04-20 | |
| 2020-12-31 | $375,549 | 4,447 | Shares | Sole | 2021-01-21 | |
| 2020-09-30 | $323,280 | 4,490 | Shares | Sole | 2020-10-19 | |
| 2020-06-30 | $415,722 | 4,659 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $320,563 | 4,424 | Shares | Sole | 2020-04-20 | |
| No filing history on record for this holder in this stock. | ||||||