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Atria Investments, Inc

Position in CVX — Chevron Corp

CIK 1535865 Charlotte, NC

Position in CVX

as of Jun 30, 2026 · filed Jul 28, 2026
Position Value
$38,696,174
-$11,008,240 QoQ
Shares Held
233,447
-2.8% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.78%
of 13F equity value
Holder Rank
#337
of 4,109 holders
Holding Since
Jun 2020
25 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, 2026

Atria Investments, Inc holds $86,680,418 across 12 Oil & Gas Integrated names. CVX ranks #1 (44.6% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 CVX
Chevron Corp
This page
233,447 $38,696,174

All Filings in CVX

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25 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $38,696,174 233,447
2026-03-31 $49,704,414 240,234
2025-12-31 $34,143,040 224,021
2025-09-30 $35,173,340 226,501
2025-06-30 $31,829,705 222,290
2025-03-31 $37,609,970 224,819
2024-12-31 $31,140,310 214,998
2024-09-30 $31,707,231 215,300
2024-06-30 $35,844,425 229,155
2024-03-31 $36,697,422 232,645
2023-12-31 $31,812,993 213,281
2023-09-30 $34,120,762 202,353
2023-06-30 $29,290,545 186,149
2023-03-31 $30,310,885 185,774
2022-12-31 $34,290,487 191,044
2022-09-30 $28,321,810 197,131
2022-06-30 $27,129,889 187,387
2022-03-31 $34,542,104 212,136
2021-12-31 $25,636,515 218,462
2021-09-30 $20,178,607 198,902
2021-06-30 $19,225,550 183,555
2021-03-31 $18,454,776 176,112
2020-12-31 $11,018,613 130,475
2020-09-30 $9,577,080 133,015
2020-06-30 $10,746,147 120,432