Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
Position in CVX — Chevron Corp
CIK 1510434
Seattle, WA
Position in CVX
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$10,388,675
-$2,471,194 QoQ
Shares Held
62,673
+0.8% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.40%
of 13F equity value
Holder Rank
#733
of 4,109 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 92%
Shared 0%
None 8%
Common Shares in CVX Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Integrated
Energy · as of Jun 30, 2026Empirical Financial Services, LLC d.b.a. Empirical Wealth Management holds $26,595,530 across 8 Oil & Gas Integrated names. CVX ranks #2 (39.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XOM |
ExxonMobil Holdings Corp
|
97,608 | $13,344,964 | |
| 2 | CVX |
Chevron Corp
This page
|
62,673 | $10,388,675 | |
| 3 | SHEL |
Shell plc
|
9,012 | $698,789 | |
| 4 | SU |
Suncor Energy Inc
|
11,671 | $626,499 | |
| 5 | BP |
Bp PLC
|
13,639 | $503,960 | |
| 6 | CVE |
Cenovus Energy Inc.
|
19,988 | $495,901 | |
| 7 | TTE |
TotalEnergies SE
|
4,317 | $335,688 | |
| 8 | NFG |
National Fuel Gas Co
|
2,604 | $201,054 |
All Filings in CVX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,388,675 | 62,673 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $12,859,869 | 62,155 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $8,221,604 | 53,944 | Shares | Other | 2026-01-16 | |
| 2025-09-30 | $8,404,449 | 54,121 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $7,153,055 | 49,955 | Shares | Other | 2025-07-21 | |
| 2025-03-31 | $7,956,144 | 47,559 | Shares | Other | 2025-05-08 | |
| 2024-12-31 | $7,501,117 | 51,789 | Shares | Other | 2025-01-22 | |
| 2024-09-30 | $7,782,630 | 52,846 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $5,565,110 | 35,578 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $5,235,706 | 33,192 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $13,208,565 | 88,553 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $15,131,115 | 89,735 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $12,902,227 | 81,997 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $12,137,798 | 74,392 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $12,797,457 | 71,299 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $9,974,720 | 69,428 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $7,636,276 | 52,744 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $2,999,817 | 18,423 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $2,325,055 | 19,813 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $2,062,681 | 20,332 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $2,437,614 | 23,273 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $2,447,265 | 23,354 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $1,785,188 | 21,139 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $1,789,992 | 24,861 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $2,512,895 | 28,162 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $2,102,499 | 29,016 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||