Position in CVX
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$711,269,197
-$88,506,063 QoQ
Shares Held
4,290,958
+11.0% QoQ
Ownership
0.217%
of shares outstanding
% of Portfolio
3.62%
of 13F equity value
Holder Rank
#45
of 4,109 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 55%
Shared 0%
None 45%
Common Shares in CVX Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Integrated
Energy · as of Jun 30, 2026Capital Wealth Planning, LLC holds $799,576,215 across 7 Oil & Gas Integrated names. CVX ranks #1 (89.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVX |
Chevron Corp
This page
|
4,290,958 | $711,269,197 | |
| 2 | IMO |
Imperial Oil Ltd
|
227,592 | $25,494,855 | |
| 3 | E |
Eni Spa
|
459,273 | $21,521,532 | |
| 4 | YPF |
Ypf Sociedad Anonima
|
396,043 | $18,008,075 | |
| 5 | TTE |
TotalEnergies SE
|
123,962 | $9,639,285 | |
| 6 | PBR |
Petrobras - Petroleo Brasileiro SA
|
576,245 | $9,312,119 | |
| 7 | XOM |
ExxonMobil Holdings Corp
|
31,679 | $4,331,152 |
All Filings in CVX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $711,269,197 | 4,290,958 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $799,775,260 | 3,865,516 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $418,234,376 | 2,744,140 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $399,770,189 | 2,574,346 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $353,028,930 | 2,465,458 | Shares | Other | 2025-08-07 | |
| 2025-03-31 | $378,263,266 | 2,261,123 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $317,182,074 | 2,189,879 | Shares | Other | 2025-02-05 | |
| 2024-09-30 | $303,620,814 | 2,061,661 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $286,446,783 | 1,831,267 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $448,640,795 | 2,844,179 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $412,329,401 | 2,764,343 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $457,930,270 | 2,715,753 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $410,922,041 | 2,611,516 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $405,683,960 | 2,486,418 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $404,317,198 | 2,252,589 | Shares | Other | 2023-02-03 | |
| 2022-09-30 | $304,658,412 | 2,120,543 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $274,055,508 | 1,892,910 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $274,462,177 | 1,685,575 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $251,021,624 | 2,139,085 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $201,659,976 | 1,987,777 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $189,772,958 | 1,811,848 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $169,790,922 | 1,620,297 | Shares | Sole | 2021-04-19 | |
| 2020-12-31 | $125,553,503 | 1,486,720 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $85,474,512 | 1,187,146 | Shares | Other | 2020-11-10 | |
| 2020-06-30 | $89,625,913 | 1,004,437 | Shares | Other | 2020-08-14 | |
| 2020-03-31 | $60,821,329 | 839,378 | Shares | Sole | 2020-04-30 | |
| No filing history on record for this holder in this stock. | ||||||