Position in CVX
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$781,226
-$159,548 QoQ
Shares Held
4,713
+3.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#2,609
of 4,109 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CVX Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Integrated
Energy · as of Jun 30, 2026ProVise Management Group, LLC holds $1,033,409 across 2 Oil & Gas Integrated names. CVX ranks #1 (75.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVX |
Chevron Corp
This page
|
4,713 | $781,226 | |
| 2 | BP |
Bp PLC
|
6,825 | $252,183 |
All Filings in CVX
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $781,226 | 4,713 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $940,774 | 4,547 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $693,008 | 4,547 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $712,159 | 4,586 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $667,694 | 4,663 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $792,620 | 4,738 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $648,014 | 4,474 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $1,062,258 | 7,213 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $7,771,414 | 49,683 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $7,532,715 | 47,754 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $6,960,402 | 46,664 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $7,503,252 | 44,498 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $6,927,963 | 44,029 | Shares | Sole | 2023-08-24 | |
| 2023-03-31 | $2,291,419 | 14,044 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $2,529,373 | 14,092 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $2,007,213 | 13,971 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $2,090,478 | 14,439 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $2,365,105 | 14,525 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $1,765,413 | 15,044 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $1,456,010 | 14,352 | Shares | Sole | 2021-10-20 | |
| 2021-06-30 | $1,503,123 | 14,351 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $1,508,452 | 14,395 | Shares | Sole | 2021-04-22 | |
| 2020-12-31 | $1,201,301 | 14,225 | Shares | Sole | 2021-01-19 | |
| 2020-09-30 | $973,728 | 13,524 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $1,280,807 | 14,354 | Shares | Sole | 2020-08-07 | |
| 2020-03-31 | $1,047,119 | 14,451 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||