OXFORD FINANCIAL GROUP, LTD. LLC

Position in CVX — Chevron Corp

CIK 1245862 INDIANAPOLIS, IN

Position in CVX

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$1,155,678

-$323,863 QoQ

Shares Held

6,972

-2.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.15%

of 13F equity value

Holder Rank

#2,242

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

OXFORD FINANCIAL GROUP, LTD. LLC holds $4,413,150 across 4 Oil & Gas Integrated names. CVX ranks #2 (26.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	XOM	ExxonMobil Holdings Corp	18,877	$2,580,863
2	CVX	Chevron Corp This page	6,972	$1,155,678
3	SHEL	Shell plc	4,969	$385,296
4	BP	Bp PLC	7,884	$291,313

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,155,678	6,972	-2.5%	Shares	Sole	2026-08-11
2026-03-31	$1,479,541	7,151	+52.9%	Shares	Sole	2026-05-06
2025-12-31	$712,821	4,677	-27.3%	Shares	Sole	2026-02-13
2025-09-30	$998,514	6,430	+53.7%	Shares	Sole	2025-11-13
2025-06-30	$599,106	4,184	-4.7%	Shares	Sole	2025-08-14
2025-03-31	$734,570	4,391	-1.5%	Shares	Sole	2025-05-15
2024-12-31	$645,841	4,459	+0.3%	Shares	Sole	2025-02-11
2024-09-30	$654,762	4,446	-20.6%	Shares	Sole	2024-11-12
2024-06-30	$876,108	5,601	+21.5%	Shares	Sole	2024-08-14
2024-03-31	$727,339	4,611	-9.9%	Shares	Sole	2024-05-13
2023-12-31	$763,550	5,119	+19.5%	Shares	Sole	2024-02-14
2023-09-30	$722,030	4,282	-13.4%	Shares	Sole	2023-11-13
2023-06-30	$778,253	4,946	+24.2%	Shares	Sole	2023-08-10
2023-03-31	$649,866	3,983	+2.3%	Shares	Sole	2023-05-12
2022-12-31	$698,575	3,892	+15.4%	Shares	Sole	2023-02-14
2022-09-30	$484,455	3,372	-13.7%	Shares	Sole	2022-11-02
2022-06-30	$565,800	3,908	-36.6%	Shares	Sole	2022-08-11
2022-03-31	$1,003,521	6,163	-40.6%	Shares	Sole	2022-05-13
2021-12-31	$1,216,567	10,367	+0.9%	Shares	Sole	2022-02-10
2021-09-30	$1,042,398	10,275	-7.8%	Shares	Sole	2021-11-12
2021-06-30	$1,167,222	11,144	+7.0%	Shares	Sole	2021-08-03
2021-03-31	$1,091,178	10,413	-22.6%	Shares	Sole	2021-05-10
2020-12-31	$1,135,852	13,450	+3.9%	Shares	Sole	2021-02-10
2020-09-30	$932,472	12,951	-6.9%	Shares	Sole	2020-11-12
2020-06-30	$1,240,743	13,905	-0.4%	Shares	Sole	2020-08-05
2020-03-31	$1,011,614	13,961	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.