Peak Planning Group »

Chevron Corporation shares owned by Peak Planning Group

Quarter-by-quarter ownership of Chevron Corporation (CVX) shares owned by Peak Planning Group from 13F filings

Historical chart of Peak Planning Group investment in Chevron Corporation

Tip: Access up to 7 years of quarterly data

All positions including Chevron Corporation held by Peak Planning Group consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Chevron Corporation by Peak Planning Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $1.3M 6.4k 206.88

More positions owned by Peak Planning Group

Ishares Tr Core S&p500 Etf (IVV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Apple (AAPL)
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Applied Materials (AMAT)
Alphabet Cap Stk Cl C (GOOG)
Amazon (AMZN)
Allspring Income Opportunit Inc Oppty Fd (EAD)
First Tr Inter Duration Pfd & Income (FPF)
JPMorgan Chase & Co. (JPM)

View all positions for Peak Planning Group

Top funds holding Chevron Corporation

Vanguard Group
State Street Corporation
BlackRock
Berkshire Hathaway
Geode Capital Management
Charles Schwab Investment Management
Norges Bank Investment Management
Fisher Investments
Northern Trust
Wells Fargo & Company
Ameriprise Financial
Invesco
Franklin Resources
Bank of New York Mellon
Dimensional Fund Advisors

View all funds holding Chevron Corporation