Position in CVX
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$2,735,040
-$752,673 QoQ
Shares Held
16,500
-2.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.89%
of 13F equity value
Holder Rank
#1,567
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, 2026JFS WEALTH ADVISORS, LLC holds $8,117,602 across 12 Oil & Gas Integrated names. CVX ranks #2 (33.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XOM |
ExxonMobil Holdings Corp
|
30,895 | $4,223,964 | |
| 2 | CVX |
Chevron Corp
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|
16,500 | $2,735,040 | |
| 3 | SU |
Suncor Energy Inc
|
7,309 | $392,347 | |
| 4 | SHEL |
Shell plc
|
3,790 | $293,876 | |
| 5 | NFG |
National Fuel Gas Co
|
3,723 | $287,452 | |
| 6 | TTE |
TotalEnergies SE
|
1,074 | $83,514 | |
| 7 | BP |
Bp PLC
|
1,355 | $50,067 | |
| 8 | E |
Eni Spa
|
494 | $23,148 |
All Filings in CVX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,735,040 | 16,500 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $3,487,713 | 16,857 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $2,618,251 | 17,179 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $2,633,407 | 16,958 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $2,298,485 | 16,052 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $2,708,759 | 16,192 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $2,297,017 | 15,859 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $2,571,039 | 17,458 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $2,025,013 | 12,946 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $2,164,350 | 13,721 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $2,054,828 | 13,776 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $2,330,328 | 13,820 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $2,071,512 | 13,165 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $2,171,006 | 13,306 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $2,284,728 | 12,729 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $1,811,678 | 12,610 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $1,443,890 | 9,973 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $1,447,721 | 8,891 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $1,025,052 | 8,735 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $837,368 | 8,254 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $613,357 | 5,856 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $634,293 | 6,053 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $527,812 | 6,250 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $495,792 | 6,886 | Shares | Sole | 2020-10-28 | |
| 2020-06-30 | $647,542 | 7,257 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $742,425 | 10,246 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||