Position in CVX
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$60,923,926
-$28,173,834 QoQ
Shares Held
367,543
-14.7% QoQ
Ownership
0.019%
of shares outstanding
% of Portfolio
1.05%
of 13F equity value
Holder Rank
#256
of 4,109 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CVX Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Integrated
Energy · as of Jun 30, 2026Allworth Financial LP holds $118,921,784 across 15 Oil & Gas Integrated names. CVX ranks #1 (51.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVX |
Chevron Corp
This page
|
367,543 | $60,923,926 | |
| 2 | XOM |
ExxonMobil Holdings Corp
|
382,063 | $52,235,652 | |
| 3 | SHEL |
Shell plc
|
25,356 | $1,966,104 | |
| 4 | BP |
Bp PLC
|
43,741 | $1,616,229 | |
| 5 | TTE |
TotalEnergies SE
|
6,134 | $476,979 | |
| 6 | NFG |
National Fuel Gas Co
|
5,593 | $431,835 | |
| 7 | PBR |
Petrobras - Petroleo Brasileiro SA
|
26,404 | $405,968 | |
| 8 | IMO |
Imperial Oil Ltd
|
2,142 | $239,946 |
All Filings in CVX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $60,923,926 | 367,543 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $89,097,760 | 430,632 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $66,166,972 | 434,138 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $61,868,001 | 398,403 | Shares | Sole | 2025-12-02 | |
| 2025-06-30 | $55,146,907 | 385,131 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $58,183,462 | 347,800 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $49,226,481 | 339,868 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $38,207,728 | 259,440 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $38,775,109 | 247,891 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $16,804,515 | 106,533 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $14,359,782 | 96,271 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $13,124,874 | 77,837 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $12,066,227 | 76,684 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $12,599,215 | 77,220 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $13,456,005 | 74,968 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $9,034,975 | 62,887 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $8,428,367 | 58,215 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $9,540,698 | 58,593 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $6,685,077 | 56,967 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $5,423,111 | 53,456 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $4,783,685 | 45,672 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $4,691,448 | 44,770 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $2,969,768 | 35,166 | Shares | Sole | 2021-01-26 | |
| 2020-09-30 | $2,503,224 | 34,767 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $3,112,788 | 34,885 | Shares | Sole | 2020-07-24 | |
| 2020-03-31 | $3,081,506 | 42,527 | Shares | Sole | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||