SEC 13F Intelligence

Asset Planning,Inc / CHV

Asset Planning,Inc’s Chevron Corporation Position

Does Asset Planning,Inc own Chevron Corporation (CHV)? Yes — 9.8K shares worth $2M (+1.44% of its 13F portfolio) as of Q1 2026, up from 9.6K shares the prior filed quarter.

Position Value
$2M
Q1 2026
Shares
9.8K
% of Portfolio
+1.44%
Quarters Held
6
currently held

Position History CHV

Reported value by quarter
Q4 ’24: $1MQ4 ’24Q1 ’25: $2MQ1 ’25Q2 ’25: $1MQ2 ’25Q3 ’25: $2MQ3 ’25Q4 ’25: $1MQ4 ’25Q1 ’26: $2MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20269.8K$2M+1.44%
Q4 20259.6K$1M+1.02%
Q3 20259.8K$2M+1.10%
Q2 20259.6K$1M+1.04%
Q1 20259.6K$2M+1.26%
Q4 20249.0K$1M+0.99%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Asset Planning,Inc’s full portfolio or all institutional holders of CHV.