Position in CVX
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$286,790,492
-$78,403,111 QoQ
Shares Held
1,730,155
-2.0% QoQ
Ownership
0.088%
of shares outstanding
% of Portfolio
0.56%
of 13F equity value
Holder Rank
#93
of 4,109 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 69%
Shared 0%
None 31%
Common Shares in CVX Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Integrated
Energy · as of Jun 30, 2026Focus Partners Wealth holds $533,528,543 across 12 Oil & Gas Integrated names. CVX ranks #1 (53.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVX |
Chevron Corp
This page
|
1,730,155 | $286,790,492 | |
| 2 | XOM |
ExxonMobil Holdings Corp
|
1,246,347 | $170,400,561 | |
| 3 | SU |
Suncor Energy Inc
|
698,283 | $37,483,831 | |
| 4 | SHEL |
Shell plc
|
182,833 | $14,176,870 | |
| 5 | BP |
Bp PLC
|
321,894 | $11,893,983 | |
| 6 | TTE |
TotalEnergies SE
|
81,392 | $6,329,041 | |
| 7 | NFG |
National Fuel Gas Co
|
31,740 | $2,450,645 | |
| 8 | E |
Eni Spa
|
26,748 | $1,253,411 |
All Filings in CVX
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $286,790,492 | 1,730,155 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $365,193,603 | 1,765,073 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $262,475,929 | 1,722,170 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $224,282,396 | 1,444,281 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $200,360,612 | 1,399,264 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $229,374,832 | 1,371,121 | Shares | Sole | 2025-05-20 | |
| 2024-12-31 | $175,924,981 | 1,214,616 | Shares | Sole | 2025-05-20 | |
| 2024-09-30 | $167,421,543 | 1,136,834 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $319,102,742 | 2,040,038 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $74,913,249 | 474,916 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $51,501,666 | 345,278 | Shares | Sole | 2024-02-15 | |
| No filing history on record for this holder in this stock. | ||||||