MCDONALD PARTNERS LLC

Position in CVX — Chevron Corp

CIK 1331074 Cleveland, OH

Position in CVX

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$4,043,715

-$309,047 QoQ

Shares Held

24,395

+16.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

1.28%

of 13F equity value

Holder Rank

#1,262

of 4,109 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

MCDONALD PARTNERS LLC holds $6,053,791 across 5 Oil & Gas Integrated names. CVX ranks #1 (66.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CVX	Chevron Corp This page	24,395	$4,043,715
2	XOM	ExxonMobil Holdings Corp	13,532	$1,850,095
3	SHEL	Shell plc	1,695	$131,430
4	BP	Bp PLC	616	$22,761
5	NFG	National Fuel Gas Co	75	$5,790

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,043,715	24,395	+16.0%	Shares	Sole	2026-07-28
2026-03-31	$4,352,762	21,038	-2.2%	Shares	Sole	2026-05-15
2025-12-31	$3,279,101	21,515	-20.1%	Shares	Sole	2026-02-02
2025-09-30	$4,182,114	26,931	-18.0%	Shares	Sole	2025-11-12
2025-06-30	$4,702,789	32,843	-3.6%	Shares	Sole	2025-08-12
2025-03-31	$5,699,068	34,067	-0.3%	Shares	Sole	2025-05-15
2024-12-31	$4,950,486	34,179	-2.9%	Shares	Sole	2025-01-31
2024-09-30	$5,184,787	35,206	+2.9%	Shares	Sole	2024-10-15
2024-06-30	$5,350,502	34,206	-3.8%	Shares	Sole	2024-07-17
2024-03-31	$5,606,868	35,545	-0.2%	Shares	Sole	2024-04-15
2023-12-31	$5,310,692	35,604	-7.5%	Shares	Sole	2024-02-12
2023-09-30	$6,490,183	38,490	+4.6%	Shares	Sole	2023-10-30
2023-06-30	$5,788,434	36,787	+0.5%	Shares	Sole	2023-07-17
2023-03-31	$5,972,308	36,604	+4.5%	Shares	Sole	2023-04-19
2022-12-31	$6,289,329	35,040	-7.9%	Shares	Sole	2023-01-18
2022-09-30	$5,467,936	38,059	-15.8%	Shares	Sole	2022-10-21
2022-06-30	$6,543,766	45,198	-5.6%	Shares	Sole	2022-07-25
2022-03-31	$7,792,392	47,856	+79660.0%	Shares	Sole	2022-04-29
2021-12-31	$7,041	60	-99.9%	Shares	Sole	2022-01-31
2021-09-30	$4,477,698	44,137	+18.4%	Shares	Sole	2021-11-24
2021-06-30	$3,902,926	37,263	+9.8%	Shares	Sole	2021-11-24
2021-03-31	$3,556,572	33,940	+3.3%	Shares	Sole	2021-11-24
2020-12-31	$2,775,449	32,865	—	Shares	Sole	2021-02-16
No filing history on record for this holder in this stock.