Position in CVX
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$20,865,703
+$1,772,541 QoQ
Shares Held
125,879
+0.5% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.68%
of 13F equity value
Holder Rank
#480
of 4,099 holders
Holding Since
Mar 2020
25 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, 2026J.W. COLE ADVISORS, INC. holds $73,713,868 across 8 Oil & Gas Integrated names. CVX ranks #2 (28.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XOM |
ExxonMobil Holdings Corp
|
332,186 | $45,416,469 | |
| 2 | CVX |
Chevron Corp
This page
|
125,879 | $20,865,703 | |
| 3 | BP |
Bp PLC
|
101,672 | $3,756,780 | |
| 4 | SHEL |
Shell plc
|
29,390 | $2,278,900 | |
| 5 | TTE |
TotalEnergies SE
|
7,811 | $607,383 | |
| 6 | NFG |
National Fuel Gas Co
|
4,152 | $320,575 | |
| 7 | EQNR |
Equinor ASA
|
7,500 | $235,500 | |
| 8 | PBR |
Petrobras - Petroleo Brasileiro SA
|
14,391 | $232,558 |
All Filings in CVX
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $20,865,703 | 125,879 | Shares | Sole | 2026-07-21 | |
| 2025-12-31 | $19,093,162 | 125,275 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $20,574,216 | 132,489 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $18,594,653 | 129,860 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $18,274,090 | 109,236 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $6,572,115 | 45,375 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $6,732,300 | 45,714 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $6,988,532 | 44,678 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $7,106,344 | 45,051 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $6,498,901 | 43,570 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $5,919,067 | 35,103 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $4,872,500 | 30,966 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $5,377,753 | 32,960 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $5,536,189 | 30,844 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $4,256,367 | 29,626 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $3,467,770 | 23,952 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $4,229,183 | 25,973 | Shares | Sole | 2022-06-10 | |
| 2021-12-31 | $3,315,372 | 28,252 | Shares | Sole | 2022-01-25 | |
| 2021-09-30 | $2,729,816 | 26,908 | Shares | Sole | 2021-10-26 | |
| 2021-06-30 | $2,728,581 | 26,051 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $2,606,127 | 24,870 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $2,939,113 | 34,803 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $7,948,656 | 110,398 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $2,890,338 | 32,392 | Shares | Sole | 2020-08-07 | |
| 2020-03-31 | $575,622 | 7,944 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||