Edge Wealth Management LLC

Position in CVX — Chevron Corp

CIK 1567163 NEW YORK, NY

Position in CVX

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$950,799

-$256,255 QoQ

Shares Held

5,736

-1.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.24%

of 13F equity value

Holder Rank

#2,421

of 4,109 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Energy · as of Jun 30, 2026

Edge Wealth Management LLC holds $1,678,657 across 3 Oil & Gas Integrated names. CVX ranks #1 (56.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CVX	Chevron Corp This page	5,736	$950,799
2	BP	Bp PLC	12,984	$479,758
3	CVE	Cenovus Energy Inc.	10,000	$248,100

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$950,799	5,736	-1.7%	Shares	Sole	2026-07-09
2026-03-31	$1,207,054	5,834	+21.2%	Shares	Sole	2026-04-21
2025-12-31	$733,396	4,812	-7.4%	Shares	Sole	2026-01-12
2025-09-30	$807,352	5,199	+0.9%	Shares	Sole	2025-10-14
2025-06-30	$738,001	5,154	+1.1%	Shares	Sole	2025-07-14
2025-03-31	$852,509	5,096	-0.1%	Shares	Sole	2025-04-11
2024-12-31	$738,828	5,101	+0.5%	Shares	Sole	2025-01-15
2024-09-30	$747,542	5,076	-1.4%	Shares	Sole	2024-10-15
2024-06-30	$804,937	5,146	-0.3%	Shares	Sole	2024-07-12
2024-03-31	$814,096	5,161	-12.7%	Shares	Sole	2024-04-16
2023-12-31	$882,281	5,915	-3.7%	Shares	Sole	2024-01-11
2023-09-30	$1,035,832	6,143	-3.4%	Shares	Sole	2023-10-13
2023-06-30	$1,000,273	6,357	+4.0%	Shares	Sole	2023-07-14
2023-03-31	$996,907	6,110	-25.9%	Shares	Sole	2023-04-18
2022-12-31	$1,479,536	8,243	-0.1%	Shares	Sole	2023-01-25
2022-09-30	$1,185,708	8,253	-6.7%	Shares	Sole	2022-10-19
2022-06-30	$1,280,579	8,845	+0.3%	Shares	Sole	2022-07-22
2022-03-31	$1,436,160	8,820	+24.6%	Shares	Sole	2022-04-14
2021-12-31	$830,603	7,078	+19.9%	Shares	Sole	2022-01-21
2021-09-30	$598,960	5,904	+0.8%	Shares	Sole	2021-10-13
2021-06-30	$613,566	5,858	+0.4%	Shares	Sole	2021-07-23
2021-03-31	$611,240	5,833	+46.1%	Shares	Sole	2021-04-09
2020-12-31	$337,208	3,993	-95.4%	Shares	Sole	2021-01-19
2020-09-30	$6,247,944	86,777	-5.4%	Shares	Sole	2020-10-21
2020-06-30	$8,183,104	91,708	-6.5%	Shares	Sole	2020-08-03
2020-03-31	$7,107,963	98,095	—	Shares	Sole	2020-04-20
No filing history on record for this holder in this stock.