Position in CVX
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$2,610,554
-$164,388 QoQ
Shares Held
15,749
+17.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.54%
of 13F equity value
Holder Rank
#1,595
of 4,109 holders
Holding Since
Mar 2020
23 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, 2026IMA Advisory Services, Inc. holds $6,213,284 across 10 Oil & Gas Integrated names. CVX ranks #2 (42.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XOM |
ExxonMobil Holdings Corp
|
25,792 | $3,526,282 | |
| 2 | CVX |
Chevron Corp
This page
|
15,749 | $2,610,554 | |
| 3 | SHEL |
Shell plc
|
389 | $30,163 | |
| 4 | BP |
Bp PLC
|
672 | $24,830 | |
| 5 | NFG |
National Fuel Gas Co
|
76 | $5,867 | |
| 6 | PBR |
Petrobras - Petroleo Brasileiro SA
|
308 | $4,751 | |
| 7 | TTE |
TotalEnergies SE
|
51 | $3,965 | |
| 8 | E |
Eni Spa
|
82 | $3,842 |
All Filings in CVX
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,610,554 | 15,749 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $2,774,942 | 13,412 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $2,121,089 | 13,917 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $2,247,978 | 14,476 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $2,025,708 | 14,147 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $2,402,284 | 14,360 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $2,242,847 | 15,485 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $2,191,672 | 14,882 | Shares | Sole | 2024-11-14 | |
| 2023-09-30 | $2,943,093 | 17,454 | Shares | Sole | 2023-11-28 | |
| 2023-06-30 | $2,786,353 | 17,708 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $2,817,773 | 17,270 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $3,095,305 | 17,245 | Shares | Sole | 2023-02-16 | |
| 2022-09-30 | $2,260,360 | 15,733 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $2,361,940 | 16,314 | Shares | Sole | 2022-08-18 | |
| 2022-03-31 | $2,418,676 | 14,854 | Shares | Sole | 2022-06-13 | |
| 2021-12-31 | $1,800,853 | 15,346 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,572,677 | 15,502 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $1,626,507 | 15,529 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $1,289,440 | 12,305 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $972,864 | 11,520 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $754,560 | 10,480 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $1,189,168 | 13,327 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $1,660,203 | 22,912 | Shares | Sole | 2020-04-14 | |
| No filing history on record for this holder in this stock. | ||||||