Annex Advisory Services, LLC

Position in CVX — Chevron Corp

CIK 1542287 BROOKFIELD, WI

Position in CVX

as of Jun 30, 2026 · filed Jul 10, 2026 Compact

Position Value

$23,571,237

-$6,348,365 QoQ

Shares Held

142,201

-1.7% QoQ

Ownership

0.007%

of shares outstanding

% of Portfolio

1.02%

of 13F equity value

Holder Rank

#24

of 607 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Energy · as of Jun 30, 2026

Annex Advisory Services, LLC holds $68,601,733 across 4 Oil & Gas Integrated names. CVX ranks #2 (34.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PBR	Petrobras - Petroleo Brasileiro SA	2,182,965	$35,276,714
2	CVX	Chevron Corp This page	142,201	$23,571,237
3	XOM	ExxonMobil Holdings Corp	42,473	$5,806,908
4	CVE	Cenovus Energy Inc.	159,084	$3,946,874

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$23,571,237	142,201	-1.7%	Shares	Sole	2026-07-10
2026-03-31	$29,919,602	144,609	+1.0%	Shares	Sole	2026-04-16
2025-12-31	$21,820,844	143,172	-30.4%	Shares	Sole	2026-01-26
2025-09-30	$31,943,929	205,705	+4.4%	Shares	Sole	2025-10-17
2025-06-30	$28,225,040	197,116	+9.8%	Shares	Sole	2025-07-11
2025-03-31	$30,025,543	179,482	+10.6%	Shares	Sole	2025-04-11
2024-12-31	$23,513,325	162,340	+19.0%	Shares	Sole	2025-01-16
2024-09-30	$20,095,727	136,455	-3.4%	Shares	Sole	2024-10-10
2024-06-30	$22,090,258	141,224	+6.3%	Shares	Sole	2024-07-12
2024-03-31	$20,946,610	132,792	+26.2%	Shares	Sole	2024-04-12
2023-12-31	$15,698,195	105,244	+5.8%	Shares	Sole	2024-02-13
2023-09-30	$16,772,800	99,471	+12.4%	Shares	Sole	2023-11-01
2023-06-30	$13,925,947	88,503	+4.8%	Shares	Sole	2023-07-24
2023-03-31	$13,777,556	84,442	+1.5%	Shares	Sole	2023-04-27
2022-12-31	$14,930,337	83,182	+4.0%	Shares	Sole	2023-01-30
2022-09-30	$11,496,042	80,017	+32.5%	Shares	Sole	2022-10-24
2022-06-30	$8,741,961	60,381	-0.4%	Shares	Sole	2022-07-27
2022-03-31	$9,871,894	60,627	-4.2%	Shares	Sole	2022-04-13
2021-12-31	$7,427,433	63,293	+9.5%	Shares	Sole	2022-01-31
2021-09-30	$5,865,027	57,812	+5.3%	Shares	Sole	2021-10-18
2021-06-30	$5,752,949	54,926	+18.2%	Shares	Sole	2021-07-29
2021-03-31	$4,868,019	46,455	-8.1%	Shares	Sole	2021-04-22
2020-12-31	$4,268,525	50,545	+126.4%	Shares	Sole	2021-01-28
2020-09-30	$1,607,472	22,326	-12.6%	Shares	Sole	2020-10-23
2020-06-30	$2,280,094	25,553	+0.8%	Shares	Sole	2020-07-21
2020-03-31	$1,836,426	25,344	—	Shares	Sole	2020-04-22
No filing history on record for this holder in this stock.