NATIONS FINANCIAL GROUP INC, /IA/ /ADV

Position in CVX — Chevron Corp

CIK 1109767 CEDAR RAPIDS, IA

Position in CVX

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$9,169,843

-$5,021,841 QoQ

Shares Held

55,320

-19.3% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.88%

of 13F equity value

Holder Rank

#777

of 4,099 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

NATIONS FINANCIAL GROUP INC, /IA/ /ADV holds $10,351,223 across 4 Oil & Gas Integrated names. CVX ranks #1 (88.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CVX	Chevron Corp This page	55,320	$9,169,843
2	E	Eni Spa	10,105	$473,520
3	SHEL	Shell plc	4,794	$371,726
4	BP	Bp PLC	9,097	$336,134

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$9,169,843	55,320	-19.3%	Shares	Sole	2026-07-23
2026-03-31	$14,191,684	68,592	+60.0%	Shares	Sole	2026-04-15
2025-12-31	$6,535,645	42,882	+35.0%	Shares	Sole	2026-01-26
2025-09-30	$4,932,320	31,762	-0.5%	Shares	Sole	2025-10-28
2025-06-30	$4,569,479	31,912	-0.9%	Shares	Sole	2025-08-11
2025-03-31	$5,388,243	32,209	-13.5%	Shares	Sole	2025-05-13
2024-12-31	$5,390,944	37,220	+1.2%	Shares	Sole	2025-01-30
2024-09-30	$5,417,032	36,783	+9.5%	Shares	Sole	2024-11-04
2024-06-30	$5,252,427	33,579	+4.3%	Shares	Sole	2024-07-29
2024-03-31	$5,076,388	32,182	+3.5%	Shares	Sole	2024-04-23
2023-12-31	$4,638,279	31,096	+5.1%	Shares	Sole	2024-02-09
2023-09-30	$4,990,477	29,596	+6.2%	Shares	Sole	2023-11-14
2023-06-30	$4,385,816	27,873	-2.8%	Shares	Sole	2023-08-14
2023-03-31	$4,676,491	28,662	-36.0%	Shares	Sole	2023-05-15
2022-12-31	$8,035,946	44,771	+104.2%	Shares	Sole	2023-02-07
2022-09-30	$3,149,821	21,924	+82.5%	Shares	Sole	2022-11-14
2022-06-30	$1,738,952	12,011	+3.1%	Shares	Sole	2022-08-15
2022-03-31	$1,896,969	11,650	+39.3%	Shares	Sole	2022-05-13
2021-12-31	$981,515	8,364	+57.5%	Shares	Sole	2022-02-10
2021-09-30	$538,800	5,311	-1.6%	Shares	Sole	2021-11-12
2021-06-30	$565,491	5,399	+9.4%	Shares	Sole	2021-08-16
2021-03-31	$516,929	4,933	+17.4%	Shares	Sole	2021-05-14
2020-12-31	$354,943	4,203	+0.8%	Shares	Sole	2021-02-16
2020-09-30	$300,240	4,170	+9.9%	Shares	Sole	2020-11-12
2020-06-30	$338,627	3,795	+5.0%	Shares	Sole	2020-08-13
2020-03-31	$262,015	3,616	—	Shares	Sole	2020-05-08
No filing history on record for this holder in this stock.