Forvis Mazars Wealth Advisors, LLC

Position in CVX — Chevron Corp

CIK 1352864 Springfield, MO

Position in CVX

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$6,518,512

-$1,859,696 QoQ

Shares Held

39,325

-2.9% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.41%

of 13F equity value

Holder Rank

#950

of 4,109 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 1% Shared 0% None 99%

Energy · as of Jun 30, 2026

Forvis Mazars Wealth Advisors, LLC holds $13,783,258 across 4 Oil & Gas Integrated names. CVX ranks #1 (47.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CVX	Chevron Corp This page	39,325	$6,518,512
2	XOM	ExxonMobil Holdings Corp	45,893	$6,274,490
3	SHEL	Shell plc	7,663	$594,189
4	BP	Bp PLC	10,719	$396,067

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,518,512	39,325	-2.9%	Shares	Sole	2026-08-10
2026-03-31	$8,378,208	40,494	-1.3%	Shares	Sole	2026-05-01
2025-12-31	$6,255,973	41,047	+0.8%	Shares	Sole	2026-02-10
2025-09-30	$6,324,651	40,728	-15.3%	Shares	Sole	2025-10-30
2025-06-30	$6,881,425	48,058	-2.6%	Shares	Sole	2025-07-29
2025-03-31	$8,255,928	49,351	+5.0%	Shares	Sole	2025-05-13
2024-12-31	$6,807,769	47,002	-3.9%	Shares	Sole	2025-02-04
2024-09-30	$7,202,681	48,908	-1.6%	Shares	Sole	2024-11-14
2024-06-30	$7,771,414	49,683	-1.9%	Shares	Sole	2024-08-09
2024-03-31	$7,991,897	50,665	+4.0%	Shares	Sole	2024-04-19
2023-12-31	$7,265,285	48,708	-0.7%	Shares	Sole	2024-01-11
2023-09-30	$8,274,520	49,072	-13.8%	Shares	Sole	2023-10-26
2023-06-30	$8,960,295	56,945	+13.4%	Shares	Sole	2023-08-08
2023-03-31	$8,194,874	50,226	+3.6%	Shares	Sole	2023-04-27
2022-12-31	$8,704,547	48,496	-1.5%	Shares	Sole	2023-02-03
2022-09-30	$7,075,316	49,247	-1.6%	Shares	Sole	2022-10-14
2022-06-30	$7,247,976	50,062	+9.0%	Shares	Sole	2022-07-22
2022-03-31	$7,480,247	45,939	+8.4%	Shares	Sole	2022-05-10
2021-12-31	$4,973,762	42,384	+10.8%	Shares	Sole	2022-01-14
2021-09-30	$3,879,650	38,242	+21.1%	Shares	Sole	2021-10-14
2021-06-30	$3,306,956	31,573	-17.2%	Shares	Sole	2021-07-14
2021-03-31	$3,996,166	38,135	-8.9%	Shares	Sole	2021-04-23
2020-12-31	$3,536,597	41,878	+30.5%	Shares	Sole	2021-01-22
2020-09-30	$2,310,480	32,090	-4.0%	Shares	Sole	2020-11-05
2020-06-30	$2,982,512	33,425	+7.5%	Shares	Sole	2020-07-15
2020-03-31	$2,253,506	31,100	—	Shares	Sole	2020-04-10
No filing history on record for this holder in this stock.