Position in CVX
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$158,234,329
-$28,084,086 QoQ
Shares Held
954,599
+6.0% QoQ
Ownership
0.048%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#145
of 4,125 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CVX Over Time
Shares Held
Position Value (USD)
Derivatives in CVX
reported options exposure · as of Sep 30, 2022CallValue
$1,000
CallShares
400
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Oil & Gas Integrated
Energy · as of Jun 30, 2026Creative Planning holds $616,489,640 across 14 Oil & Gas Integrated names. CVX ranks #2 (25.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XOM |
ExxonMobil Holdings Corp
|
2,283,468 | $312,195,744 | |
| 2 | CVX |
Chevron Corp
This page
|
954,599 | $158,234,329 | |
| 3 | SHEL |
Shell plc
|
522,270 | $40,496,814 | |
| 4 | TTE |
TotalEnergies SE
|
242,195 | $18,833,082 | |
| 5 | SU |
Suncor Energy Inc
|
343,611 | $18,445,038 | |
| 6 | CVE |
Cenovus Energy Inc.
|
625,014 | $15,506,596 | |
| 7 | BP |
Bp PLC
|
359,691 | $13,290,582 | |
| 8 | E |
Eni Spa
|
235,745 | $11,047,010 |
All Filings in CVX
Export CSV
29 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $158,234,329 | 954,599 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $186,318,415 | 900,524 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $111,783,589 | 733,440 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $116,199,314 | 748,273 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $88,859,704 | 620,572 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $109,142,336 | 652,414 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $89,075,875 | 614,995 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $80,386,150 | 545,842 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $89,106,197 | 569,660 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $88,234,866 | 559,369 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $78,918,467 | 529,086 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $90,153,019 | 534,652 | Shares | Defined | 2023-11-16 | |
| 2023-06-30 | $79,098,743 | 502,693 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $83,954,140 | 514,551 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $92,113,370 | 513,195 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $1,000 | 400 | Call | Sole | 2022-11-03 | |
| 2022-09-30 | $70,635,499 | 491,651 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $74,229,285 | 512,704 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $65,771,270 | 403,926 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $45,178,811 | 384,992 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $40,123,880 | 395,504 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $42,496,787 | 405,736 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $37,634,699 | 359,144 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $30,898,988 | 365,885 | Shares | Sole | 2021-01-29 | |
| 2020-12-31 | $84,450 | 1,000 | Call | Sole | 2021-01-29 | |
| 2020-09-30 | $24,802,056 | 344,473 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $30,008,941 | 336,310 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $5,000 | 8,300 | Call | Sole | 2020-05-05 | |
| 2020-03-31 | $23,420,593 | 323,221 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||