Position in CVX
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$29,343,498
-$1,040,180 QoQ
Shares Held
177,024
+20.5% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.39%
of 13F equity value
Holder Rank
#393
of 4,109 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 11%
Shared 0%
None 89%
Common Shares in CVX Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Integrated
Energy · as of Jun 30, 2026Waverly Advisors, LLC holds $120,922,893 across 8 Oil & Gas Integrated names. CVX ranks #3 (24.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XOM |
ExxonMobil Holdings Corp
|
356,925 | $48,798,786 | |
| 2 | SHEL |
Shell plc
|
407,847 | $31,624,456 | |
| 3 | CVX |
Chevron Corp
This page
|
177,024 | $29,343,498 | |
| 4 | BP |
Bp PLC
|
227,828 | $8,418,244 | |
| 5 | TTE |
TotalEnergies SE
|
21,009 | $1,633,659 | |
| 6 | SU |
Suncor Energy Inc
|
11,667 | $626,284 | |
| 7 | PBR |
Petrobras - Petroleo Brasileiro SA
|
15,032 | $242,917 | |
| 8 | CVE |
Cenovus Energy Inc.
|
9,474 | $235,049 |
All Filings in CVX
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $29,343,498 | 177,024 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $30,383,678 | 146,852 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $21,559,613 | 141,458 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $15,604,005 | 100,483 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $14,091,614 | 98,412 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $14,691,575 | 87,821 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $11,181,648 | 77,200 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $9,119,842 | 61,926 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $10,404,432 | 66,516 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $8,963,416 | 56,824 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $4,571,454 | 30,648 | Shares | Other | 2024-02-14 | |
| 2023-09-30 | $5,967,798 | 35,392 | Shares | Other | 2023-11-14 | |
| 2023-06-30 | $4,137,832 | 26,297 | Shares | Other | 2023-08-15 | |
| 2023-03-31 | $3,860,365 | 23,660 | Shares | Other | 2023-05-16 | |
| 2022-12-31 | $3,459,130 | 19,272 | Shares | Other | 2023-02-15 | |
| 2022-09-30 | $1,741,136 | 12,119 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $891,989 | 6,161 | Shares | Other | 2022-08-15 | |
| 2022-03-31 | $971,118 | 5,964 | Shares | Other | 2022-05-17 | |
| 2021-12-31 | $690,252 | 5,882 | Shares | Other | 2022-02-15 | |
| 2021-09-30 | $761,077 | 7,502 | Shares | Other | 2021-11-15 | |
| 2021-06-30 | $671,068 | 6,407 | Shares | Other | 2021-08-17 | |
| 2021-03-31 | $353,247 | 3,371 | Shares | Sole | 2021-05-24 | |
| 2020-12-31 | $210,196 | 2,489 | Shares | Sole | 2021-02-16 | |
| 2020-06-30 | $229,321 | 2,570 | Shares | Sole | 2020-08-17 | |
| 2020-03-31 | $228,466 | 3,153 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||