Position in CVX
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$101,638,893
-$35,179,939 QoQ
Shares Held
613,169
-7.3% QoQ
Ownership
0.031%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#189
of 4,099 holders
Holding Since
Mar 2020
26 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, 2026Bank Julius Baer & Co. Ltd, Zurich holds $532,095,888 across 6 Oil & Gas Integrated names. CVX ranks #3 (19.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XOM |
ExxonMobil Holdings Corp
|
2,044,050 | $279,462,516 | |
| 2 | TTE |
TotalEnergies SE
|
1,899,286 | $147,688,479 | |
| 3 | CVX |
Chevron Corp
This page
|
613,169 | $101,638,893 | |
| 4 | PBR |
Petrobras - Petroleo Brasileiro SA
|
163,600 | $2,643,776 | |
| 5 | BP |
Bp PLC
|
17,641 | $651,834 | |
| 6 | SHEL |
Shell plc
|
134 | $10,390 |
All Filings in CVX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $101,638,893 | 613,169 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $136,818,832 | 661,280 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $84,950,743 | 557,383 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $86,276,018 | 555,580 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $80,814,860 | 564,389 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $89,590,319 | 535,539 | Shares | Sole | 2025-09-17 | |
| 2024-12-31 | $74,844,621 | 516,740 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $68,780,833 | 467,039 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $74,567,134 | 476,711 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $83,214,001 | 527,539 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $65,758,826 | 440,861 | Shares | Sole | 2024-05-16 | |
| 2023-09-30 | $73,018,698 | 433,037 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $67,166,735 | 426,862 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $69,224,872 | 424,276 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $18,570,394 | 103,462 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $13,648,650 | 95,000 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $14,551,693 | 100,509 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $15,367,569 | 94,378 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $12,874,703 | 109,712 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $11,497,632 | 113,333 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $12,523,028 | 119,563 | Shares | Sole | 2021-07-23 | |
| 2021-03-31 | $13,908,357 | 132,726 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $8,758,985 | 103,718 | Shares | Sole | 2021-02-24 | |
| 2020-09-30 | $8,198,208 | 113,864 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $11,784,695 | 132,071 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $11,314,411 | 156,147 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||