Crestwood Advisors Group, LLC

Position in CVX — Chevron Corp

CIK 1426853 BOSTON, MA

Position in CVX

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$13,514,744

-$3,552,437 QoQ

Shares Held

81,532

-1.2% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.28%

of 13F equity value

Holder Rank

#628

of 4,109 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Energy · as of Jun 30, 2026

Crestwood Advisors Group, LLC holds $37,615,310 across 5 Oil & Gas Integrated names. CVX ranks #2 (35.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	XOM	ExxonMobil Holdings Corp	168,072	$22,978,803
2	CVX	Chevron Corp This page	81,532	$13,514,744
3	SHEL	Shell plc	8,813	$683,360
4	SU	Suncor Energy Inc	4,134	$221,913
5	BP	Bp PLC	5,859	$216,490

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$13,514,744	81,532	-1.2%	Shares	Sole	2026-08-03
2026-03-31	$17,067,181	82,490	+11.1%	Shares	Sole	2026-05-05
2025-12-31	$11,312,175	74,222	-1.6%	Shares	Sole	2026-02-03
2025-09-30	$11,712,127	75,421	+2.4%	Shares	Sole	2025-11-07
2025-06-30	$10,548,234	73,666	-2.8%	Shares	Sole	2025-08-05
2025-03-31	$12,678,909	75,790	+0.8%	Shares	Sole	2025-05-05
2024-12-31	$10,893,126	75,208	-1.9%	Shares	Sole	2025-02-04
2024-09-30	$11,291,485	76,672	-0.2%	Shares	Sole	2024-10-30
2024-06-30	$12,022,597	76,861	+0.2%	Shares	Sole	2024-08-01
2024-03-31	$12,095,818	76,682	+2.1%	Shares	Sole	2024-05-08
2023-12-31	$11,206,539	75,131	-4.6%	Shares	Sole	2024-02-13
2023-09-30	$13,274,440	78,724	+9.6%	Shares	Sole	2023-11-15
2023-06-30	$11,301,349	71,823	-21.0%	Shares	Sole	2023-08-15
2023-03-31	$14,829,938	90,892	-9.1%	Shares	Sole	2023-05-12
2022-12-31	$17,941,820	99,960	+0.5%	Shares	Sole	2023-02-14
2022-09-30	$14,291,573	99,475	+0.4%	Shares	Sole	2022-10-26
2022-06-30	$14,340,314	99,049	-0.2%	Shares	Sole	2022-07-07
2022-03-31	$16,165,111	99,276	+2.2%	Shares	Sole	2022-04-12
2021-12-31	$11,402,195	97,164	-1.8%	Shares	Sole	2022-02-15
2021-09-30	$10,037,767	98,943	-13.0%	Shares	Sole	2021-11-03
2021-06-30	$11,905,167	113,664	+3.5%	Shares	Sole	2021-08-13
2021-03-31	$11,507,933	109,819	+2.3%	Shares	Sole	2021-04-21
2020-12-31	$9,068,409	107,382	+2.4%	Shares	Sole	2021-02-09
2020-09-30	$7,552,872	104,901	+0.6%	Shares	Sole	2020-10-06
2020-06-30	$9,307,135	104,305	+40.4%	Shares	Sole	2020-08-14
2020-03-31	$5,382,546	74,283	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.