Position in CVX
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$52,738,201
-$35,902,310 QoQ
Shares Held
318,160
-25.7% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
0.43%
of 13F equity value
Holder Rank
#277
of 4,108 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 95%
Shared 0%
None 5%
Common Shares in CVX Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Integrated
Energy · as of Jun 30, 2026WESTWOOD HOLDINGS GROUP INC holds $99,842,773 across 9 Oil & Gas Integrated names. CVX ranks #1 (52.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVX |
Chevron Corp
This page
|
318,160 | $52,738,201 | |
| 2 | NFG |
National Fuel Gas Co
|
299,232 | $23,103,702 | |
| 3 | XOM |
ExxonMobil Holdings Corp
|
145,091 | $19,836,841 | |
| 4 | TTE |
TotalEnergies SE
|
15,395 | $1,197,115 | |
| 5 | BP |
Bp PLC
|
22,644 | $836,695 | |
| 6 | SU |
Suncor Energy Inc
|
12,698 | $681,628 | |
| 7 | SHEL |
Shell plc
|
8,105 | $628,461 | |
| 8 | IMO |
Imperial Oil Ltd
|
4,066 | $455,473 |
All Filings in CVX
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $52,738,201 | 318,160 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $88,640,511 | 428,422 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $73,047,369 | 479,282 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $87,951,597 | 566,370 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $89,292,568 | 623,595 | Shares | Defined | 2025-08-18 | |
| 2025-03-31 | $104,292,433 | 623,423 | Shares | Defined | 2025-05-09 | |
| 2024-12-31 | $94,032,879 | 649,219 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $93,902,591 | 637,622 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $105,685,955 | 675,655 | Shares | Defined | 2024-08-13 | |
| 2023-12-31 | $106,498,748 | 713,990 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $119,255,820 | 707,246 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $110,819,874 | 704,289 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $116,689,910 | 715,187 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $124,385,313 | 692,993 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $89,215,765 | 620,977 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $67,928,025 | 469,181 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $84,110,650 | 516,555 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $74,794,430 | 637,362 | Shares | Defined | 2022-02-25 | |
| 2021-09-30 | $63,835,079 | 629,227 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $66,361,692 | 633,585 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $67,081,737 | 640,154 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $12,826,434 | 151,882 | Shares | Defined | 2021-04-13 | |
| 2020-09-30 | $26,126,352 | 362,866 | Shares | Defined | 2020-11-10 | |
| 2020-06-30 | $73,808,914 | 827,176 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $77,248,374 | 1,066,083 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||