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Peak Retirement Planning »

Chevron Corporation shares owned by Peak Retirement Planning

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

Historical chart of Peak Retirement Planning investment in Chevron Corporation

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Chevron Corporation by Peak Retirement Planning

Quarter filed	Position value	Share count	Share price at filing
2026-03-31	$306k	1.5k	206.87

More positions owned by Peak Retirement Planning

iShares 0-3 Month Treasury Bond Exchange Traded Fund (SGOV)

Vanguard FTSE Developed Markets Exchange Traded Fund (VEA)

Vanguard FTSE Emerging Markets Exchange Traded Fund (VWO)

SPDR Gold MiniShares Exchange Traded Fund (TIPX)

State Street Energy Select Sector SPDR Exchange Traded Fund (XLE)

State Street Materials Select Sector SPDR Exchange Traded Fund (XLB)

State Street Communication Services Select Sector SPDR Exchange Traded Fund (XLC)

State Street Consumer Staples Select Sector SPDR Exchange Traded Fund (XLP)

State Street Health Care Select Sector SPDR Exchange Traded Fund (XLV)

Invesco QQQ Exchange Traded Fund (QQQ)

Vanguard Small-Cap Value Exchange Traded Fund (VBR)

Vanguard Small-Cap Growth Exchange Traded Fund (VBK)

Vanguard Value Exchange Traded Fund (VTV)

Vanguard Mid-Cap Value Exchange Traded Fund (VOE)

Vanguard Small-Cap Exchange Traded Fund (VB)

View all positions for Peak Retirement Planning

Top funds holding Chevron Corporation

State Street Corporation

Vanguard Capital Management

Berkshire Hathaway

Geode Capital Management

Vanguard Portfolio Management

Charles Schwab Investment Management

Bank of America Corporation

Fisher Investments

Wells Fargo & Company

Ameriprise Financial

View all funds holding Chevron Corporation

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