Valmark Advisers, Inc.

Position in CVX — Chevron Corp

CIK 1380443 AKRON, OH

Position in CVX

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$2,845,104

-$692,265 QoQ

Shares Held

17,164

+0.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.14%

of 13F equity value

Holder Rank

#1,537

of 4,109 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

Valmark Advisers, Inc. holds $12,993,367 across 3 Oil & Gas Integrated names. CVX ranks #2 (21.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	XOM	ExxonMobil Holdings Corp	72,671	$9,935,579
2	CVX	Chevron Corp This page	17,164	$2,845,104
3	BP	Bp PLC	5,756	$212,684

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,845,104	17,164	+0.4%	Shares	Sole	2026-08-06
2026-03-31	$3,537,369	17,097	-1.4%	Shares	Sole	2026-05-01
2025-12-31	$2,642,332	17,337	+0.3%	Shares	Sole	2026-01-26
2025-09-30	$2,684,808	17,289	+9.7%	Shares	Sole	2025-10-24
2025-06-30	$2,256,531	15,759	+4.4%	Shares	Sole	2025-07-23
2025-03-31	$2,525,409	15,096	-8.0%	Shares	Sole	2025-04-23
2024-12-31	$2,376,679	16,409	-3.4%	Shares	Sole	2025-01-30
2024-09-30	$2,501,233	16,984	+14.6%	Shares	Sole	2024-10-25
2024-06-30	$2,318,300	14,821	+7.8%	Shares	Sole	2024-08-01
2024-03-31	$2,168,767	13,749	+3.9%	Shares	Sole	2024-05-06
2023-12-31	$1,973,386	13,230	-19.1%	Shares	Sole	2024-02-02
2023-09-30	$2,756,599	16,348	+2.6%	Shares	Sole	2023-11-08
2023-06-30	$2,506,428	15,929	-1.0%	Shares	Sole	2023-08-03
2023-03-31	$2,623,939	16,082	+5.0%	Shares	Sole	2023-05-02
2022-12-31	$2,749,966	15,321	+51.4%	Shares	Sole	2023-02-07
2022-09-30	$1,453,509	10,117	-0.6%	Shares	Sole	2022-11-03
2022-06-30	$1,473,281	10,176	+4.7%	Shares	Sole	2022-08-01
2022-03-31	$1,582,544	9,719	+5.7%	Shares	Sole	2022-05-10
2021-12-31	$1,079,033	9,195	+22.5%	Shares	Sole	2022-02-02
2021-09-30	$761,483	7,506	-1.0%	Shares	Sole	2021-11-09
2021-06-30	$794,348	7,584	-3.5%	Shares	Sole	2021-08-06
2021-03-31	$823,544	7,859	+9.3%	Shares	Sole	2021-05-04
2020-12-31	$607,111	7,189	+54.4%	Shares	Sole	2021-02-03
2020-09-30	$335,232	4,656	-0.4%	Shares	Sole	2020-11-09
2020-06-30	$417,061	4,674	+25.1%	Shares	Sole	2020-07-31
2020-03-31	$270,783	3,737	—	Shares	Sole	2020-05-01
No filing history on record for this holder in this stock.