Gradient Investments LLC

Position in CVX — Chevron Corp

CIK 1542265 ARDEN HILLS, MN

Position in CVX

as of Jun 30, 2026 · filed Jul 8, 2026 Compact

Position Value

$53,855,921

-$9,959,073 QoQ

Shares Held

324,903

+5.3% QoQ

Ownership

0.016%

of shares outstanding

% of Portfolio

1.51%

of 13F equity value

Holder Rank

#13

of 773 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

Gradient Investments LLC holds $71,809,466 across 4 Oil & Gas Integrated names. CVX ranks #1 (75.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CVX	Chevron Corp This page	324,903	$53,855,921
2	SU	Suncor Energy Inc	119,099	$6,393,234
3	EQNR	Equinor ASA	187,623	$5,891,362
4	SHEL	Shell plc	73,110	$5,668,949

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$53,855,921	324,903	+5.3%	Shares	Sole	2026-07-08
2026-03-31	$63,814,994	308,434	-9.1%	Shares	Sole	2026-04-13
2025-12-31	$51,713,779	339,307	+2.8%	Shares	Sole	2026-01-08
2025-09-30	$51,277,534	330,205	+4.0%	Shares	Sole	2025-10-06
2025-06-30	$45,449,221	317,405	+9.9%	Shares	Sole	2025-07-08
2025-03-31	$48,331,586	288,909	+7.2%	Shares	Sole	2025-04-09
2024-12-31	$39,049,877	269,607	+5.9%	Shares	Sole	2025-01-21
2024-09-30	$37,494,942	254,600	-3.3%	Shares	Sole	2024-10-15
2024-06-30	$41,184,760	263,296	+3.9%	Shares	Sole	2024-07-18
2024-03-31	$39,967,372	253,375	+6.7%	Shares	Sole	2024-04-23
2023-12-31	$35,420,577	237,467	+4.5%	Shares	Sole	2024-01-18
2023-09-30	$38,320,412	227,259	+2.5%	Shares	Sole	2023-10-27
2023-06-30	$34,897,555	221,783	-0.6%	Shares	Sole	2023-07-11
2023-03-31	$36,414,538	223,183	+22.4%	Shares	Sole	2023-04-17
2022-12-31	$32,740,591	182,409	-0.2%	Shares	Sole	2023-01-10
2022-09-30	$26,261,008	182,787	+7.2%	Shares	Sole	2022-10-14
2022-06-30	$24,690,202	170,536	-7.4%	Shares	Sole	2022-07-11
2022-03-31	$29,975,537	184,091	-18.1%	Shares	Sole	2022-05-26
2021-12-31	$26,387,555	224,862	+0.5%	Shares	Sole	2022-01-12
2021-09-30	$22,706,234	223,817	+5.9%	Shares	Sole	2021-10-18
2021-06-30	$22,130,619	211,291	+7.3%	Shares	Sole	2021-07-12
2021-03-31	$20,642,267	196,987	+2.2%	Shares	Sole	2021-04-21
2020-12-31	$16,277,653	192,749	-1.0%	Shares	Sole	2021-01-08
2020-09-30	$14,012,712	194,621	+12.5%	Shares	Sole	2020-10-06
2020-06-30	$15,437,146	173,004	+15.2%	Shares	Sole	2020-07-10
2020-03-31	$10,877,187	150,113	—	Shares	Sole	2020-04-07
No filing history on record for this holder in this stock.