Welch & Forbes LLC

Position in CVX — Chevron Corp

CIK 105495 Boston, MA

Position in CVX

as of Jun 30, 2026 · filed Jul 30, 2026 Compact

Position Value

$66,077,737

-$16,793,161 QoQ

Shares Held

398,635

-0.5% QoQ

Ownership

0.020%

of shares outstanding

% of Portfolio

0.88%

of 13F equity value

Holder Rank

#244

of 4,105 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 53% Shared 0% None 47%

Energy · as of Jun 30, 2026

Welch & Forbes LLC holds $107,056,147 across 6 Oil & Gas Integrated names. CVX ranks #1 (61.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CVX	Chevron Corp This page	398,635	$66,077,737
2	XOM	ExxonMobil Holdings Corp	287,954	$39,369,070
3	SHEL	Shell plc	9,557	$741,049
4	BP	Bp PLC	12,690	$468,895
5	SU	Suncor Energy Inc	4,000	$214,720
6	PBR	Petrobras - Petroleo Brasileiro SA	11,428	$184,676

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$66,077,737	398,635	-0.5%	Shares	Sole	2026-07-30
2026-03-31	$82,870,898	400,536	-1.8%	Shares	Sole	2026-05-01
2025-12-31	$62,136,794	407,695	-1.8%	Shares	Sole	2026-02-10
2025-09-30	$64,477,650	415,208	-0.1%	Shares	Sole	2025-11-04
2025-06-30	$59,508,045	415,588	+0.2%	Shares	Sole	2025-08-05
2025-03-31	$69,367,969	414,657	+0.4%	Shares	Sole	2025-05-02
2024-12-31	$59,797,918	412,855	-1.6%	Shares	Sole	2025-02-07
2024-09-30	$61,783,888	419,528	+2.1%	Shares	Sole	2024-11-04
2024-06-30	$64,263,279	410,838	+1.4%	Shares	Sole	2024-08-02
2024-03-31	$63,881,071	404,977	+3.5%	Shares	Sole	2024-05-03
2023-12-31	$58,385,251	391,427	+0.0%	Shares	Sole	2024-02-06
2023-09-30	$65,977,633	391,280	+2.5%	Shares	Sole	2023-11-03
2023-06-30	$60,042,871	381,588	+1.3%	Shares	Sole	2023-07-28
2023-03-31	$61,480,319	376,810	+1.1%	Shares	Sole	2023-04-14
2022-12-31	$66,903,641	372,743	-0.0%	Shares	Sole	2023-02-02
2022-09-30	$53,567,215	372,849	+1.0%	Shares	Sole	2022-10-31
2022-06-30	$53,425,702	369,013	+1.4%	Shares	Sole	2022-07-22
2022-03-31	$59,266,862	363,980	+4.0%	Shares	Sole	2022-04-25
2021-12-31	$41,053,723	349,840	+4.1%	Shares	Other	2022-01-19
2021-09-30	$34,082,634	335,955	+2.4%	Shares	Sole	2021-10-13
2021-06-30	$34,374,934	328,193	+5.3%	Shares	Other	2021-07-22
2021-03-31	$32,654,659	311,620	+4.0%	Shares	Sole	2021-04-14
2020-12-31	$25,307,891	299,679	-3.4%	Shares	Sole	2021-01-20
2020-09-30	$22,337,928	310,249	+4.4%	Shares	Sole	2020-10-23
2020-06-30	$26,507,466	297,069	+3.4%	Shares	Sole	2020-07-15
2020-03-31	$20,826,743	287,424	—	Shares	Other	2020-04-17
No filing history on record for this holder in this stock.