Position in CVX
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$35,296,271
-$7,988,036 QoQ
Shares Held
212,936
+1.8% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.66%
of 13F equity value
Holder Rank
#348
of 4,109 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 95%
Shared 0%
None 5%
Common Shares in CVX Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Integrated
Energy · as of Jun 30, 2026Horizon Investments, LLC holds $90,749,308 across 9 Oil & Gas Integrated names. CVX ranks #2 (38.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XOM |
ExxonMobil Holdings Corp
|
368,036 | $50,317,881 | |
| 2 | CVX |
Chevron Corp
This page
|
212,936 | $35,296,271 | |
| 3 | NFG |
National Fuel Gas Co
|
59,045 | $4,558,864 | |
| 4 | SHEL |
Shell plc
|
4,046 | $313,726 | |
| 5 | PBR |
Petrobras - Petroleo Brasileiro SA
|
17,710 | $259,333 | |
| 6 | SU |
Suncor Energy Inc
|
28 | $1,503 | |
| 7 | E |
Eni Spa
|
20 | $937 | |
| 8 | IMO |
Imperial Oil Ltd
|
4 | $448 |
All Filings in CVX
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $35,296,271 | 212,936 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $43,284,307 | 209,204 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $29,053,461 | 190,627 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $26,004,242 | 167,456 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $6,074,978 | 42,426 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $6,442,170 | 38,509 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $5,453,226 | 37,650 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $5,397,445 | 36,650 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $5,848,543 | 37,390 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $5,960,521 | 37,787 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $4,745,376 | 31,814 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $6,110,788 | 36,240 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $5,669,320 | 36,030 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $6,492,625 | 39,793 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $7,007,828 | 39,043 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $7,755,881 | 53,984 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $6,293,297 | 43,468 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $12,119,436 | 74,430 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $7,319,119 | 62,370 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $2,717,845 | 26,790 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $3,389,700 | 32,363 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $2,024,333 | 19,318 | Shares | Sole | 2021-05-14 | |
| 2020-09-30 | $2,898,072 | 40,251 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $4,731,777 | 53,029 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $1,872,656 | 25,844 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||