GRIMES & Co WEALTH MANAGEMENT, LLC

Position in CVX — Chevron Corp

CIK 1321993 WESTBOROUGH, MA

Position in CVX

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$11,637,677

-$2,583,801 QoQ

Shares Held

70,208

+2.1% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.69%

of 13F equity value

Holder Rank

#697

of 4,109 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Energy · as of Jun 30, 2026

GRIMES & Co WEALTH MANAGEMENT, LLC holds $29,490,207 across 4 Oil & Gas Integrated names. CVX ranks #2 (39.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	XOM	ExxonMobil Holdings Corp	122,637	$16,766,930
2	CVX	Chevron Corp This page	70,208	$11,637,677
3	SHEL	Shell plc	8,398	$651,180
4	BP	Bp PLC	11,757	$434,420

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$11,637,677	70,208	+2.1%	Shares	Other	2026-07-17
2026-03-31	$14,221,478	68,736	+0.6%	Shares	Other	2026-04-21
2025-12-31	$10,412,041	68,316	-2.2%	Shares	Sole	2026-02-03
2025-09-30	$10,852,285	69,884	-2.2%	Shares	Sole	2025-10-27
2025-06-30	$10,233,502	71,468	+10.8%	Shares	Other	2025-07-22
2025-03-31	$10,792,546	64,514	+3.9%	Shares	Other	2025-04-17
2024-12-31	$8,995,142	62,104	+4.2%	Shares	Other	2025-01-21
2024-09-30	$8,776,260	59,593	+3.9%	Shares	Sole	2024-10-22
2024-06-30	$8,968,027	57,333	+3.2%	Shares	Other	2024-07-22
2024-03-31	$8,759,616	55,532	+3.8%	Shares	Sole	2024-04-17
2023-12-31	$7,981,551	53,510	+6.2%	Shares	Sole	2024-01-24
2023-09-30	$8,496,086	50,386	+3.8%	Shares	Sole	2023-10-19
2023-06-30	$7,634,936	48,522	+5.8%	Shares	Sole	2023-07-19
2023-03-31	$7,480,232	45,846	+8.2%	Shares	Other	2023-04-20
2022-12-31	$7,605,170	42,371	+9.0%	Shares	Other	2023-01-25
2022-09-30	$5,583,734	38,865	+1.7%	Shares	Sole	2022-10-28
2022-06-30	$5,533,056	38,217	+2.2%	Shares	Other	2022-07-22
2022-03-31	$6,091,795	37,412	-13.8%	Shares	Sole	2022-05-06
2021-12-31	$5,091,346	43,386	+1.5%	Shares	Sole	2022-02-01
2021-09-30	$4,334,856	42,729	+3.7%	Shares	Other	2021-11-08
2021-06-30	$4,314,554	41,193	+4.9%	Shares	Other	2021-08-04
2021-03-31	$4,113,845	39,258	+1.6%	Shares	Other	2021-05-12
2020-12-31	$3,263,485	38,644	-10.8%	Shares	Sole	2021-02-02
2020-09-30	$3,118,248	43,309	+24.6%	Shares	Sole	2020-11-12
2020-06-30	$3,102,526	34,770	+3.8%	Shares	Sole	2020-07-31
2020-03-31	$2,426,177	33,483	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.