Retirement Planning Group

SEC CIK: 0001508195
Latest filing: Aug 5, 2026

SEC filings (opens in a new tab)

CVX holding history

Chevron Corp in every 13F filed by Retirement Planning Group, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

CVX overview All 13F holders of CVX Full Q2 2026 holdings

Shares (Q2 2026): 9,407
Value: $1.56M
% of portfolio: <0.1%
Quarters held: 4; Since Q3 2025

Holdings of CVX by Retirement Planning Group, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	9,407	$1.56M	<0.1%	+305+3.4%	Added	Holders
Q1 2026	9,102	$1.88M	0.1%	+3,165+53.3%	Added	Holders
Q4 2025	5,937	$904.8K	<0.1%	+14+0.2%	Added	Holders
Q3 2025	5,923	$919.8K	<0.1%	+5,923	New	Holders