Position in CVX
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$227,530,297
-$31,338,637 QoQ
Shares Held
1,372,649
+9.7% QoQ
Ownership
0.069%
of shares outstanding
% of Portfolio
0.45%
of 13F equity value
Holder Rank
#112
of 4,099 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 60%
Shared 10%
None 30%
Common Shares in CVX Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Integrated
Energy · as of Jun 30, 2026Cerity Partners LLC holds $603,510,325 across 13 Oil & Gas Integrated names. CVX ranks #2 (37.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XOM |
ExxonMobil Holdings Corp
|
2,066,962 | $282,595,043 | |
| 2 | CVX |
Chevron Corp
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|
1,372,649 | $227,530,297 | |
| 3 | SHEL |
Shell plc
|
461,152 | $35,757,723 | |
| 4 | BP |
Bp PLC
|
526,262 | $19,445,379 | |
| 5 | TTE |
TotalEnergies SE
|
152,945 | $11,893,001 | |
| 6 | IMO |
Imperial Oil Ltd
|
99,082 | $11,099,164 | |
| 7 | NFG |
National Fuel Gas Co
|
59,416 | $4,587,507 | |
| 8 | SU |
Suncor Energy Inc
|
71,528 | $3,839,621 |
All Filings in CVX
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $227,530,297 | 1,372,649 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $258,868,934 | 1,251,179 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $183,561,535 | 1,204,393 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $199,675,764 | 1,285,825 | Shares | Other | 2025-10-22 | |
| 2025-06-30 | $175,182,225 | 1,223,425 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $208,312,519 | 1,245,218 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $174,640,395 | 1,205,747 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $169,867,108 | 1,153,440 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $173,980,022 | 1,112,262 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $175,527,708 | 1,112,766 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $224,441,946 | 1,504,706 | Shares | Other | 2024-01-26 | |
| 2023-09-30 | $157,613,498 | 934,726 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $158,352,476 | 1,006,371 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $162,157,055 | 993,853 | Shares | Other | 2023-05-11 | |
| 2022-12-31 | $154,994,640 | 863,528 | Shares | Other | 2023-02-15 | |
| 2022-09-30 | $53,291,225 | 370,928 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $53,630,131 | 370,425 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $21,696,771 | 133,248 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $16,329,604 | 139,153 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $11,203,529 | 110,434 | Shares | Sole | 2021-10-25 | |
| 2021-06-30 | $11,300,503 | 107,891 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $11,167,575 | 106,571 | Shares | Sole | 2021-08-11 | |
| 2020-12-31 | $6,892,893 | 81,621 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $6,184,080 | 85,890 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $6,077,633 | 68,112 | Shares | Sole | 2020-08-17 | |
| 2020-03-31 | $5,065,606 | 69,909 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||