Position in CVX
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$268,696
-$66,481 QoQ
Shares Held
1,621
+0.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#3,597
of 4,099 holders
Holding Since
Mar 2025
6 quarters on record
Common Shares in CVX Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Integrated
Energy · as of Jun 30, 2026KELLEHER FINANCIAL ADVISORS holds $2,881,448 across 8 Oil & Gas Integrated names. CVX ranks #3 (9.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XOM |
ExxonMobil Holdings Corp
|
13,012 | $1,779,000 | |
| 2 | BP |
Bp PLC
|
14,933 | $551,774 | |
| 3 | CVX |
Chevron Corp
This page
|
1,621 | $268,696 | |
| 4 | SHEL |
Shell plc
|
2,000 | $155,080 | |
| 5 | NFG |
National Fuel Gas Co
|
1,555 | $120,061 | |
| 6 | SU |
Suncor Energy Inc
|
78 | $4,187 | |
| 7 | IMO |
Imperial Oil Ltd
|
14 | $1,568 | |
| 8 | PBR |
Petrobras - Petroleo Brasileiro SA
|
67 | $1,082 |
All Filings in CVX
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $268,696 | 1,621 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $335,177 | 1,620 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $229,376 | 1,505 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $283,093 | 1,823 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $231,967 | 1,620 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $204,093 | 1,220 | Shares | Sole | 2025-05-14 | |
| No filing history on record for this holder in this stock. | ||||||