Diversified Trust Co

Bank

Position in CVX — Chevron Corp

CIK 1479844 MEMPHIS, TN

Position in CVX

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$11,564,080

-$2,466,015 QoQ

Shares Held

69,764

+2.9% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.38%

of 13F equity value

Holder Rank

#702

of 4,105 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 19% Shared 0% None 81%

Energy · as of Jun 30, 2026

Diversified Trust Co holds $39,037,384 across 6 Oil & Gas Integrated names. CVX ranks #2 (29.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	XOM	ExxonMobil Holdings Corp	144,820	$19,799,789
2	CVX	Chevron Corp This page	69,764	$11,564,080
3	BP	Bp PLC	159,671	$5,899,843
4	SHEL	Shell plc	11,675	$905,279
5	PBR	Petrobras - Petroleo Brasileiro SA	37,603	$607,664
6	TTE	TotalEnergies SE	3,353	$260,729

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$11,564,080	69,764	+2.9%	Shares	Sole	2026-07-17
2026-03-31	$14,030,095	67,811	+44.0%	Shares	Sole	2026-04-16
2025-12-31	$7,177,138	47,091	+7.0%	Shares	Sole	2026-01-09
2025-09-30	$6,833,691	44,006	+30.5%	Shares	Sole	2025-10-20
2025-06-30	$4,828,222	33,719	-15.3%	Shares	Sole	2025-07-11
2025-03-31	$6,656,636	39,791	+2.9%	Shares	Sole	2025-04-24
2024-12-31	$5,600,672	38,668	-0.2%	Shares	Sole	2025-01-07
2024-09-30	$5,704,060	38,732	+0.1%	Shares	Sole	2024-10-07
2024-06-30	$6,051,733	38,689	+28.5%	Shares	Sole	2024-07-16
2024-03-31	$4,748,762	30,105	-38.0%	Shares	Sole	2024-04-18
2023-12-31	$7,240,374	48,541	+1.7%	Shares	Sole	2024-01-08
2023-09-30	$8,049,918	47,740	-7.1%	Shares	Sole	2023-11-17
2023-06-30	$8,084,800	51,381	+10.8%	Shares	Sole	2023-07-18
2023-03-31	$7,563,933	46,359	+1.9%	Shares	Sole	2023-04-07
2022-12-31	$8,162,665	45,477	+1.8%	Shares	Sole	2023-01-17
2022-09-30	$6,417,881	44,671	+5.9%	Shares	Sole	2022-10-14
2022-06-30	$6,105,517	42,171	+2.5%	Shares	Sole	2022-07-12
2022-03-31	$6,700,942	41,153	-20.1%	Shares	Sole	2022-04-07
2021-12-31	$6,042,937	51,495	-28.9%	Shares	Sole	2022-01-13
2021-09-30	$7,345,892	72,409	+18.6%	Shares	Sole	2022-01-13
2021-06-30	$6,397,204	61,077	-7.7%	Shares	Sole	2021-07-20
2021-03-31	$6,932,382	66,155	+12.0%	Shares	Sole	2021-05-10
2020-12-31	$4,986,603	59,048	-1.6%	Shares	Sole	2021-01-08
2020-09-30	$4,320,216	60,003	+13.3%	Shares	Sole	2020-10-15
2020-06-30	$4,726,333	52,968	+10.1%	Shares	Sole	2020-07-07
2020-03-31	$3,485,687	48,105	—	Shares	Sole	2020-04-10
No filing history on record for this holder in this stock.