Position in CVX
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$1,621,464
-$442,156 QoQ
Shares Held
9,782
-1.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#1,949
of 4,105 holders
Holding Since
Jun 2020
19 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CVX Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Integrated
Energy · as of Jun 30, 2026Transamerica Financial Advisors, LLC holds $4,871,665 across 12 Oil & Gas Integrated names. CVX ranks #1 (33.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVX |
Chevron Corp
This page
|
9,782 | $1,621,464 | |
| 2 | XOM |
ExxonMobil Holdings Corp
|
10,095 | $1,380,188 | |
| 3 | SHEL |
Shell plc
|
9,771 | $757,643 | |
| 4 | TTE |
TotalEnergies SE
|
7,620 | $592,531 | |
| 5 | SU |
Suncor Energy Inc
|
4,304 | $231,038 | |
| 6 | PBR |
Petrobras - Petroleo Brasileiro SA
|
6,092 | $98,446 | |
| 7 | NFG |
National Fuel Gas Co
|
1,189 | $91,802 | |
| 8 | IMO |
Imperial Oil Ltd
|
376 | $42,119 |
All Filings in CVX
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,621,464 | 9,782 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $2,063,620 | 9,974 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,415,431 | 9,287 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,646,695 | 10,604 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,383,215 | 9,660 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,841,695 | 11,009 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,571,224 | 10,848 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $665,218 | 4,517 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $2,609,867 | 16,685 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $2,631,891 | 16,685 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,028,756 | 6,897 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $1,451,818 | 8,610 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,452,025 | 9,228 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,421,449 | 8,712 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $2,348,447 | 13,084 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $2,125,022 | 14,791 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $681,769 | 4,709 | Shares | Sole | 2022-08-15 | |
| 2021-03-31 | $838 | 8 | Shares | Sole | 2021-05-17 | |
| 2020-06-30 | $446 | 5 | Shares | Sole | 2020-08-13 | |
| No filing history on record for this holder in this stock. | ||||||