Position in CVX
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$206,957,990
-$51,895,013 QoQ
Shares Held
1,248,540
-0.2% QoQ
Ownership
0.063%
of shares outstanding
% of Portfolio
0.70%
of 13F equity value
Holder Rank
#116
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, 2026Janney Montgomery Scott LLC holds $475,658,957 across 14 Oil & Gas Integrated names. CVX ranks #2 (43.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XOM |
ExxonMobil Holdings Corp
|
1,562,930 | $213,683,789 | |
| 2 | CVX |
Chevron Corp
This page
|
1,248,540 | $206,957,990 | |
| 3 | SHEL |
Shell plc
|
289,177 | $22,422,784 | |
| 4 | TTE |
TotalEnergies SE
|
174,953 | $13,604,345 | |
| 5 | BP |
Bp PLC
|
257,924 | $9,530,291 | |
| 6 | NFG |
National Fuel Gas Co
|
42,454 | $3,277,873 | |
| 7 | SU |
Suncor Energy Inc
|
31,177 | $1,673,581 | |
| 8 | PBR |
Petrobras - Petroleo Brasileiro SA
|
101,435 | $1,639,189 |
All Filings in CVX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $206,957,990 | 1,248,540 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $258,853,003 | 1,251,102 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $178,573,157 | 1,171,663 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $191,938,905 | 1,236,003 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $172,681,555 | 1,205,961 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $202,537,668 | 1,210,698 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $174,242,664 | 1,203,001 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $174,293,897 | 1,183,499 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $182,528,844 | 1,166,915 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $184,951,885 | 1,172,511 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $164,259,764 | 1,101,232 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $186,208,750 | 1,104,310 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $168,522,322 | 1,071,003 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $170,299,881 | 1,043,760 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $195,421,352 | 1,088,759 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $152,744,914 | 1,063,165 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $151,368,502 | 1,045,507 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $171,573,319 | 1,053,696 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $131,319,930 | 1,119,045 | Shares | Sole | 2022-01-27 | |
| 2021-09-30 | $113,223,778 | 1,116,055 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $111,239,850 | 1,062,057 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $107,882,038 | 1,029,507 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $78,952,305 | 934,900 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $64,305,864 | 893,137 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $77,806,864 | 871,981 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $57,247,675 | 790,059 | Shares | Sole | 2020-04-30 | |
| No filing history on record for this holder in this stock. | ||||||