Position in CVX
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$12,653,455
-$2,528,660 QoQ
Shares Held
76,336
+4.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.44%
of 13F equity value
Holder Rank
#653
of 4,099 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CVX Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Integrated
Energy · as of Jun 30, 2026PRINCIPAL SECURITIES, INC. holds $34,468,369 across 8 Oil & Gas Integrated names. CVX ranks #2 (36.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XOM |
ExxonMobil Holdings Corp
|
113,887 | $15,570,630 | |
| 2 | CVX |
Chevron Corp
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|
76,336 | $12,653,455 | |
| 3 | SHEL |
Shell plc
|
31,135 | $2,414,207 | |
| 4 | SU |
Suncor Energy Inc
|
28,072 | $1,506,904 | |
| 5 | TTE |
TotalEnergies SE
|
11,568 | $899,527 | |
| 6 | PBR |
Petrobras - Petroleo Brasileiro SA
|
41,733 | $674,405 | |
| 7 | BP |
Bp PLC
|
14,395 | $531,895 | |
| 8 | NFG |
National Fuel Gas Co
|
2,815 | $217,346 |
All Filings in CVX
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,653,455 | 76,336 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $15,182,115 | 73,379 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $10,617,185 | 69,662 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $10,093,850 | 65,000 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $8,319,625 | 58,102 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $8,652,071 | 51,719 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $7,478,089 | 51,630 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $6,837,451 | 46,428 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $7,030,140 | 44,944 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $6,385,315 | 40,480 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $5,657,340 | 37,928 | Shares | Sole | 2024-05-10 | |
| No filing history on record for this holder in this stock. | ||||||