EXCALIBUR MANAGEMENT CORP

Position in CVX — Chevron Corp

CIK 1009003 WALTHAM, MA

Position in CVX

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$3,144,301

-$736,522 QoQ

Shares Held

18,969

+1.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

1.09%

of 13F equity value

Holder Rank

#1,450

of 4,105 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Energy · as of Jun 30, 2026

EXCALIBUR MANAGEMENT CORP holds $5,118,869 across 3 Oil & Gas Integrated names. CVX ranks #1 (61.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CVX	Chevron Corp This page	18,969	$3,144,301
2	SHEL	Shell plc	22,474	$1,742,633
3	BP	Bp PLC	6,277	$231,935

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,144,301	18,969	+1.1%	Shares	Sole	2026-08-03
2026-03-31	$3,880,823	18,757	-1.8%	Shares	Sole	2026-05-05
2025-12-31	$2,912,250	19,108	+4.2%	Shares	Sole	2026-02-10
2025-09-30	$2,847,863	18,339	+1.3%	Shares	Sole	2025-11-10
2025-06-30	$2,593,170	18,110	+0.1%	Shares	Sole	2025-08-06
2025-03-31	$3,027,112	18,095	-0.6%	Shares	Sole	2025-05-08
2024-12-31	$2,636,812	18,205	-1.0%	Shares	Sole	2025-02-12
2024-09-30	$2,706,969	18,381	-0.7%	Shares	Sole	2024-11-14
2024-06-30	$2,895,959	18,514	+2.9%	Shares	Sole	2024-08-09
2024-03-31	$2,838,215	17,993	+3.1%	Shares	Sole	2024-05-13
2023-12-31	$2,603,289	17,453	+4.0%	Shares	Sole	2024-02-12
2023-09-30	$2,830,961	16,789	+3.3%	Shares	Sole	2023-11-13
2023-06-30	$2,558,196	16,258	+4.6%	Shares	Sole	2023-08-08
2023-03-31	$2,536,648	15,547	-0.4%	Shares	Sole	2023-05-08
2022-12-31	$2,800,402	15,602	-0.3%	Shares	Sole	2023-02-10
2022-09-30	$2,247,573	15,644	-4.5%	Shares	Sole	2022-11-04
2022-06-30	$2,371,062	16,377	-17.6%	Shares	Sole	2022-07-25
2022-03-31	$3,237,548	19,883	-11.1%	Shares	Sole	2022-05-03
2021-12-31	$2,625,354	22,372	+10.4%	Shares	Sole	2022-02-10
2021-09-30	$2,056,695	20,273	+5.3%	Shares	Sole	2021-10-28
2021-06-30	$2,016,454	19,252	-0.4%	Shares	Sole	2021-07-26
2021-03-31	$2,025,066	19,325	-2.6%	Shares	Sole	2021-05-03
2020-12-31	$1,675,234	19,837	-2.8%	Shares	Sole	2021-01-26
2020-09-30	$1,468,872	20,401	-9.9%	Shares	Sole	2020-11-02
2020-06-30	$2,021,327	22,653	-1.9%	Shares	Sole	2020-08-14
2020-03-31	$1,673,536	23,096	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.