Position in CVX
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$3,905,650
+$1,013,519 QoQ
Shares Held
18,877
-0.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.45%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in CVX Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Integrated
Energy · as of Mar 31, 2026Parkside Financial Bank & Trust holds $13,183,604 across 13 Oil & Gas Integrated names. CVX ranks #2 (29.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XOM |
ExxonMobil Holdings Corp
|
46,388 | $7,870,187 | |
| 2 | CVX |
Chevron Corp
This page
|
18,877 | $3,905,650 | |
| 3 | SHEL |
Shell plc
|
6,656 | $619,008 | |
| 4 | NFG |
National Fuel Gas Co
|
4,386 | $412,108 | |
| 5 | BP |
Bp PLC
|
3,278 | $154,066 | |
| 6 | TTE |
TotalEnergies SE
|
1,273 | $115,817 | |
| 7 | E |
Eni Spa
|
534 | $30,229 | |
| 8 | EQNR |
Equinor ASA
|
634 | $26,754 |
All Filings in CVX
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,905,650 | 18,877 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $2,892,131 | 18,976 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $2,837,457 | 18,272 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $2,472,747 | 17,269 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $2,497,639 | 14,930 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $2,207,361 | 15,240 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $2,234,674 | 15,174 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $2,393,225 | 15,300 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $2,450,963 | 15,538 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $2,127,020 | 14,260 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $2,094,597 | 12,422 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,577,590 | 10,026 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $1,462,565 | 8,964 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $1,599,614 | 8,912 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,185,421 | 8,251 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $1,212,386 | 8,374 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $1,370,213 | 8,415 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $995,010 | 8,479 | Shares | Defined | 2022-03-01 | |
| 2021-09-30 | $930,093 | 9,168 | Shares | Defined | 2021-10-29 | |
| 2021-06-30 | $991,467 | 9,466 | Shares | Defined | 2021-08-06 | |
| 2021-03-31 | $1,610,202 | 15,366 | Shares | Defined | 2021-05-10 | |
| 2020-12-31 | $1,327,722 | 15,722 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 | $897,480 | 12,465 | Shares | Defined | 2020-11-06 | |
| 2020-06-30 | $1,453,734 | 16,292 | Shares | Defined | 2020-08-10 | |
| 2020-03-31 | $1,242,832 | 17,152 | Shares | Defined | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||