Avidian Wealth Enterprises, LLC

Position in CVX — Chevron Corp

CIK 1471474 HOUSTON, TX

Back to CVX Full portfolio

Position in CVX

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$12,835,128

-$2,124,362 QoQ

Shares Held

77,432

+7.1% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

1.37%

of 13F equity value

Holder Rank

#651

of 4,105 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 3% Shared 0% None 97%

Common Shares in CVX Over Time

Shares Held

Position Value (USD)

Derivatives in CVX

reported options exposure · as of Dec 31, 2021

CallValue

$23,470

CallShares

200

PutValue

PutShares

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, 2026

Avidian Wealth Enterprises, LLC holds $48,598,309 across 6 Oil & Gas Integrated names. CVX ranks #2 (26.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	XOM	ExxonMobil Holdings Corp	237,519	$32,473,597
2	CVX	Chevron Corp This page	77,432	$12,835,128
3	SHEL	Shell plc	22,017	$1,707,198
4	BP	Bp PLC	31,699	$1,171,278
5	CVE	Cenovus Energy Inc.	8,303	$205,997
6	SU	Suncor Energy Inc	3,821	$205,111

All Filings in CVX

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28 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$12,835,128	77,432	+7.1%	Shares	Sole	2026-07-24
2026-03-31	$14,959,490	72,303	+42.6%	Shares	Sole	2026-05-07
2025-12-31	$7,725,967	50,692	+8.3%	Shares	Sole	2026-02-02
2025-09-30	$7,267,261	46,798	+10.6%	Shares	Sole	2025-10-30
2025-06-30	$6,058,368	42,310	-1.2%	Shares	Sole	2025-07-30
2025-03-31	$7,163,525	42,821	+3.0%	Shares	Sole	2025-04-25
2024-12-31	$6,019,840	41,562	+0.2%	Shares	Sole	2025-01-29
2024-09-30	$6,108,759	41,480	+1.9%	Shares	Sole	2024-10-30
2024-06-30	$6,365,511	40,695	+11.4%	Shares	Sole	2024-08-06
2024-03-31	$5,760,507	36,519	+7.2%	Shares	Sole	2024-05-03
2023-12-31	$5,079,942	34,057	-4.2%	Shares	Sole	2024-02-06
2023-09-30	$5,991,405	35,532	+2.4%	Shares	Sole	2023-10-13
2023-06-30	$5,458,471	34,690	-35.1%	Shares	Sole	2023-08-03
2023-03-31	$8,724,981	53,475	+3.3%	Shares	Sole	2023-05-08
2022-12-31	$9,288,786	51,751	+12.2%	Shares	Sole	2023-02-06
2022-09-30	$6,628,646	46,138	+2.5%	Shares	Sole	2022-11-03
2022-06-30	$6,514,520	44,996	+0.5%	Shares	Sole	2022-07-29
2022-03-31	$7,292,178	44,784	-13.2%	Shares	Sole	2022-05-10
2021-12-31	$6,053,969	51,589	+11.0%	Shares	Sole	2022-02-14
2021-12-31	$23,470	200	0.0%	Call	Sole	2022-02-14
2021-09-30	$4,713,975	46,466	+12.0%	Shares	Sole	2021-11-10
2021-06-30	$4,345,453	41,488	-1.6%	Shares	Sole	2021-08-09
2021-03-31	$4,417,003	42,151	-2.2%	Shares	Sole	2021-05-05
2020-12-31	$3,640,892	43,113	+13.9%	Shares	Sole	2021-02-09
2020-09-30	$2,724,696	37,843	+22.3%	Shares	Sole	2021-02-03
2020-06-30	$2,761,668	30,950	+10.4%	Shares	Sole	2020-08-10
2020-06-30	$1,000	200	—	Call	Sole	2020-08-10
2020-03-31	$2,030,981	28,029	—	Shares	Sole	2020-04-22
No filing history on record for this holder in this stock.