Position in CVX
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$398,652
-$249,358 QoQ
Shares Held
2,405
-23.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#3,224
of 4,109 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CVX Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Integrated
Energy · as of Jun 30, 2026Plante Moran Financial Advisors, LLC holds $1,494,757 across 8 Oil & Gas Integrated names. CVX ranks #2 (26.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XOM |
ExxonMobil Holdings Corp
|
7,574 | $1,035,517 | |
| 2 | CVX |
Chevron Corp
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|
2,405 | $398,652 | |
| 3 | SU |
Suncor Energy Inc
|
503 | $27,001 | |
| 4 | TTE |
TotalEnergies SE
|
238 | $18,506 | |
| 5 | SHEL |
Shell plc
|
138 | $10,700 | |
| 6 | EQNR |
Equinor ASA
|
67 | $2,103 | |
| 7 | BP |
Bp PLC
|
49 | $1,810 | |
| 8 | E |
Eni Spa
|
10 | $468 |
All Filings in CVX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $398,652 | 2,405 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $648,010 | 3,132 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $1,114,574 | 7,313 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $963,419 | 6,204 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $719,529 | 5,025 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $742,600 | 4,439 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $813,276 | 5,615 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $1,410,404 | 9,577 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $1,602,522 | 10,245 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $1,625,195 | 10,303 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $1,524,862 | 10,223 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $1,460,755 | 8,663 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $1,446,203 | 9,191 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $1,471,540 | 9,019 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $1,680,564 | 9,363 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $1,312,138 | 9,133 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $1,529,600 | 10,565 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $1,322,016 | 8,119 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $964,147 | 8,216 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $848,020 | 8,359 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $894,374 | 8,539 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $937,765 | 8,949 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $703,552 | 8,331 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $739,872 | 10,276 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $756,848 | 8,482 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $767,351 | 10,590 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||