Position in CVX
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$2,444,960
-$621,711 QoQ
Shares Held
14,750
-0.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.60%
of 13F equity value
Holder Rank
#1,642
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, 2026WealthTrust Axiom LLC holds $7,620,350 across 7 Oil & Gas Integrated names. CVX ranks #1 (32.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVX |
Chevron Corp
This page
|
14,750 | $2,444,960 | |
| 2 | XOM |
ExxonMobil Holdings Corp
|
16,377 | $2,239,063 | |
| 3 | SHEL |
Shell plc
|
17,622 | $1,366,409 | |
| 4 | EQNR |
Equinor ASA
|
20,350 | $638,990 | |
| 5 | BP |
Bp PLC
|
11,947 | $441,441 | |
| 6 | NFG |
National Fuel Gas Co
|
3,438 | $265,447 | |
| 7 | IMO |
Imperial Oil Ltd
|
2,000 | $224,040 |
All Filings in CVX
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,444,960 | 14,750 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $3,066,671 | 14,822 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $2,295,751 | 15,063 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $2,363,203 | 15,218 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,003,800 | 13,994 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $2,553,514 | 15,264 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $2,220,252 | 15,329 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $2,228,047 | 15,129 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $2,367,416 | 15,135 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $2,412,948 | 15,297 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $2,400,581 | 16,094 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $2,685,779 | 15,928 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $2,629,318 | 16,710 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $2,767,030 | 16,959 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $3,024,765 | 16,852 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $2,446,700 | 17,030 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $2,418,115 | 16,702 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $2,719,423 | 16,701 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $1,980,868 | 16,880 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $1,710,244 | 16,858 | Shares | Sole | 2021-10-14 | |
| 2021-06-30 | $1,808,755 | 17,269 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $1,776,295 | 16,951 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $1,454,820 | 17,227 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $1,164,528 | 16,174 | Shares | Sole | 2020-10-21 | |
| 2020-06-30 | $1,502,722 | 16,841 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $1,555,281 | 21,464 | Shares | Sole | 2020-04-10 | |
| No filing history on record for this holder in this stock. | ||||||