Position in CVX
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$41,070,189
-$12,318,907 QoQ
Shares Held
247,769
-4.0% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.49%
of 13F equity value
Holder Rank
#323
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)
Derivatives in CVX
reported options exposure · as of Dec 31, 2020CallValue
$0
CallShares
0
PutValue
$388,470
PutShares
4,600
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Oil & Gas Integrated
Energy · as of Jun 30, 2026UNITED CAPITAL FINANCIAL ADVISORS, LLC holds $91,498,838 across 12 Oil & Gas Integrated names. CVX ranks #1 (44.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVX |
Chevron Corp
This page
|
247,769 | $41,070,189 | |
| 2 | XOM |
ExxonMobil Holdings Corp
|
300,236 | $41,048,265 | |
| 3 | SHEL |
Shell plc
|
41,997 | $3,256,447 | |
| 4 | BP |
Bp PLC
|
37,927 | $1,401,402 | |
| 5 | TTE |
TotalEnergies SE
|
17,999 | $1,399,602 | |
| 6 | EQNR |
Equinor ASA
|
24,861 | $780,635 | |
| 7 | CVE |
Cenovus Energy Inc.
|
28,804 | $714,627 | |
| 8 | E |
Eni Spa
|
12,109 | $567,427 |
All Filings in CVX
Export CSV
27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $41,070,189 | 247,769 | Shares | Defined | 2026-08-17 | |
| 2026-03-31 | $53,389,096 | 258,043 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $39,226,218 | 257,373 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $36,960,883 | 238,012 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $34,206,659 | 238,890 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 | $41,468,848 | 247,886 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $36,140,042 | 249,517 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $36,361,257 | 246,902 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $40,704,863 | 260,228 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $44,441,509 | 281,739 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $45,695,762 | 306,354 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $90,473,229 | 536,551 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $88,177,681 | 560,392 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $94,300,116 | 577,961 | Shares | Defined | 2023-08-15 | |
| 2022-12-31 | $122,883,341 | 684,625 | Shares | Defined | 2023-02-15 | |
| 2022-09-30 | $98,079,055 | 682,669 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $100,350,492 | 693,124 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $115,802,904 | 711,189 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $92,313,612 | 786,652 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $78,859,824 | 777,327 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $80,789,418 | 771,333 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $82,492,259 | 787,215 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $60,850,531 | 720,551 | Shares | Defined | 2021-02-17 | |
| 2020-12-31 | $388,470 | 4,600 | Put | Defined | 2021-02-17 | |
| 2020-09-30 | $52,341,192 | 726,961 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $66,018,064 | 739,864 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $54,320,001 | 749,655 | Shares | Defined | 2020-08-11 | |
| No filing history on record for this holder in this stock. | ||||||