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Livermore
Livermore
ZHEN

Peak Planning Group, LLC

SEC CIK
0002097384
Latest filing
Aug 12, 2026

CVX holding history

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

CVX overviewAll 13F holders of CVXFull Q2 2026 holdings

Shares (Q2 2026)
6,241
Value
$1.03M
% of portfolio
0.2%
Quarters held
20
Since Q1 2021
Holdings of CVX by Peak Planning Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20266,241$1.03M0.2%−115−1.8%ReducedHolders
Q1 20266,356$1.31M0.4%+374+6.3%AddedHolders
Q4 20255,982$911.7K0.3%+3,247+118.7%AddedHolders
Q3 20252,735$424.6K0.2%−23−0.8%ReducedHolders
Q2 20252,758$394.9K0.3%−3,869−58.4%ReducedHolders
Q1 20256,627$1.11M0.5%−139−2.1%ReducedHolders
Q4 20246,766$979.9K0.4%−252−3.6%ReducedHolders
Q3 20247,018$1.03M0.5%+11+0.2%AddedHolders
Q2 20247,007$1.10M0.5%+1,269+22.1%AddedHolders
Q1 20245,738$905.1K0.6%+1,169+25.6%AddedHolders
Q4 20234,569$681.5K0.5%−88−1.9%ReducedHolders
Q3 20234,657$785.2K0.6%−265−5.4%ReducedHolders
Q2 20234,922$774.5K0.6%−4−0.1%ReducedHolders
Q1 20234,926$803.7K0.7%−36−0.7%ReducedHolders
Q4 20224,962$890.6K0.8%−4−0.1%ReducedHolders
Q3 20224,966$713.4K0.7%−25−0.5%ReducedHolders
Q2 20224,991$722.5K0.6%–No prior filingHolders
Q1 2022––––Not filedHolders
Q4 20214,871$571.5K0.4%−23−0.5%ReducedHolders
Q3 20214,894$496.6K0.4%–No prior filingHolders
Q2 2021––––Not filedHolders
Q1 20218,312$871.1K0.8%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.