Position in CVX
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$28,567,741
-$4,834,815 QoQ
Shares Held
172,344
+6.8% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#397
of 4,109 holders
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 88%
Shared 0%
None 12%
Common Shares in CVX Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Integrated
Energy · as of Jun 30, 2026EP Wealth Advisors, LLC holds $34,388,162 across 8 Oil & Gas Integrated names. CVX ranks #1 (83.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVX |
Chevron Corp
This page
|
172,344 | $28,567,741 | |
| 2 | SHEL |
Shell plc
|
32,522 | $2,521,755 | |
| 3 | BP |
Bp PLC
|
25,892 | $956,709 | |
| 4 | TTE |
TotalEnergies SE
|
10,070 | $783,043 | |
| 5 | NFG |
National Fuel Gas Co
|
8,808 | $680,065 | |
| 6 | E |
Eni Spa
|
8,175 | $383,080 | |
| 7 | SU |
Suncor Energy Inc
|
6,050 | $324,764 | |
| 8 | PBR |
Petrobras - Petroleo Brasileiro SA
|
10,582 | $171,005 |
All Filings in CVX
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $28,567,741 | 172,344 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $33,402,556 | 161,443 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $24,798,478 | 162,709 | Shares | Sole | 2026-02-18 | |
| 2025-06-30 | $21,553,961 | 150,527 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $24,597,485 | 147,035 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $18,629,320 | 128,620 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $19,020,656 | 129,155 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $17,370,597 | 111,051 | Shares | Sole | 2024-08-19 | |
| 2024-03-31 | $16,260,470 | 103,084 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $14,802,190 | 99,237 | Shares | Sole | 2024-02-28 | |
| 2023-09-30 | $16,979,022 | 100,694 | Shares | Sole | 2023-11-24 | |
| 2023-06-30 | $3,158,958 | 20,076 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $64,491,926 | 395,268 | Shares | Sole | 2023-06-05 | |
| 2022-12-31 | $17,098,396 | 95,261 | Shares | Sole | 2023-06-12 | |
| 2022-09-30 | $13,731,691 | 95,578 | Shares | Sole | 2022-12-02 | |
| 2022-06-30 | $9,678,543 | 66,850 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $11,149,947 | 68,476 | Shares | Sole | 2022-05-20 | |
| 2021-12-31 | $8,939,370 | 76,177 | Shares | Sole | 2022-02-17 | |
| 2021-06-30 | $7,964,220 | 76,038 | Shares | Sole | 2021-08-24 | |
| 2021-03-31 | $8,693,902 | 82,965 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $5,572,095 | 65,981 | Shares | Sole | 2021-02-18 | |
| 2020-09-30 | $3,931,776 | 54,608 | Shares | Sole | 2020-11-17 | |
| 2020-06-30 | $4,628,984 | 51,877 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $4,212,317 | 58,133 | Shares | Sole | 2020-05-18 | |
| No filing history on record for this holder in this stock. | ||||||