Nelson Capital Management, LLC

Position in CVX — Chevron Corp

CIK 1512611 MENLO PARK, CA

Position in CVX

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

Position Value

$3,053,630

-$830,089 QoQ

Shares Held

18,422

-1.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.52%

of 13F equity value

Holder Rank

#1,474

of 4,121 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Energy · as of Jun 30, 2026

Nelson Capital Management, LLC holds $9,649,903 across 4 Oil & Gas Integrated names. CVX ranks #2 (31.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	XOM	ExxonMobil Holdings Corp	26,380	$3,606,673
2	CVX	Chevron Corp This page	18,422	$3,053,630
3	SHEL	Shell plc	35,959	$2,788,260
4	BP	Bp PLC	5,449	$201,340

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,053,630	18,422	-1.9%	Shares	Sole	2026-07-24
2026-03-31	$3,883,719	18,771	-34.1%	Shares	Sole	2026-05-07
2025-12-31	$4,344,447	28,505	-2.2%	Shares	Sole	2026-02-10
2025-09-30	$4,527,324	29,154	-2.1%	Shares	Sole	2025-11-13
2025-06-30	$4,263,625	29,776	+0.4%	Shares	Sole	2025-07-23
2025-03-31	$4,962,323	29,663	-2.0%	Shares	Sole	2025-05-06
2024-12-31	$4,382,568	30,258	-3.8%	Shares	Sole	2025-02-05
2024-09-30	$4,630,463	31,442	-10.2%	Shares	Sole	2024-11-04
2024-06-30	$5,475,169	35,003	-6.2%	Shares	Sole	2024-08-08
2024-03-31	$5,888,591	37,331	+9.1%	Shares	Sole	2024-05-07
2023-12-31	$5,105,299	34,227	-3.4%	Shares	Sole	2024-01-26
2023-09-30	$5,976,735	35,445	-0.6%	Shares	Sole	2023-11-14
2023-06-30	$5,608,898	35,646	-2.4%	Shares	Sole	2023-08-10
2023-03-31	$5,958,766	36,521	-12.4%	Shares	Sole	2023-05-09
2022-12-31	$7,485,091	41,702	+1.5%	Shares	Sole	2023-02-03
2022-09-30	$5,902,681	41,085	-1.5%	Shares	Sole	2022-11-03
2022-06-30	$6,037,905	41,704	-3.0%	Shares	Sole	2022-07-27
2022-03-31	$6,997,130	42,972	+4.6%	Shares	Sole	2022-05-02
2021-12-31	$4,821,207	41,084	+1.9%	Shares	Sole	2022-02-14
2021-09-30	$4,091,884	40,334	+1.5%	Shares	Sole	2021-11-09
2021-06-30	$4,161,739	39,734	+3.9%	Shares	Sole	2021-08-10
2021-03-31	$4,006,750	38,236	+1081.2%	Shares	Sole	2021-05-10
2020-12-31	$273,364	3,237	-44.2%	Shares	Sole	2021-02-17
2020-09-30	$417,312	5,796	+57.7%	Shares	Sole	2020-11-13
2020-06-30	$328,009	3,676	+8.0%	Shares	Sole	2020-08-13
2020-03-31	$246,581	3,403	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.