Perigon Wealth Management, LLC

Position in CVX — Chevron Corp

CIK 1575239 SAN FRANCISCO, CA

Position in CVX

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$12,504,934

-$2,415,659 QoQ

Shares Held

75,440

+4.6% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.38%

of 13F equity value

Holder Rank

#658

of 4,109 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 22% Shared 0% None 78%

Energy · as of Jun 30, 2026

Perigon Wealth Management, LLC holds $36,234,258 across 6 Oil & Gas Integrated names. CVX ranks #2 (34.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	XOM	ExxonMobil Holdings Corp	141,951	$19,407,540
2	CVX	Chevron Corp This page	75,440	$12,504,934
3	SHEL	Shell plc	30,855	$2,392,496
4	TTE	TotalEnergies SE	14,400	$1,119,744
5	EQNR	Equinor ASA	15,471	$485,789
6	BP	Bp PLC	8,762	$323,755

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$12,504,934	75,440	+4.6%	Shares	Sole	2026-08-07
2026-03-31	$14,920,593	72,115	-1.2%	Shares	Sole	2026-04-10
2025-12-31	$11,119,986	72,961	-0.7%	Shares	Sole	2026-01-16
2025-09-30	$11,405,739	73,448	+19.3%	Shares	Sole	2025-10-17
2025-06-30	$8,816,637	61,573	-17.9%	Shares	Sole	2025-07-16
2025-03-31	$12,543,069	74,978	-12.5%	Shares	Sole	2025-04-23
2024-12-31	$12,410,905	85,687	+8.3%	Shares	Sole	2025-01-22
2024-09-30	$11,648,467	79,096	-1.1%	Shares	Sole	2024-10-16
2024-06-30	$12,510,784	79,982	+1.6%	Shares	Sole	2024-08-02
2024-03-31	$12,412,402	78,689	+4.6%	Shares	Sole	2024-04-29
2023-12-31	$11,223,991	75,248	+0.7%	Shares	Sole	2024-01-29
2023-09-30	$12,597,431	74,709	-1.6%	Shares	Sole	2023-10-30
2023-06-30	$11,950,889	75,951	+24.7%	Shares	Sole	2023-08-02
2023-03-31	$9,939,217	60,917	+2.4%	Shares	Sole	2023-05-03
2022-12-31	$10,680,731	59,506	+7.7%	Shares	Sole	2023-05-01
2022-09-30	$7,939,922	55,265	+2.1%	Shares	Sole	2022-12-13
2022-06-30	$7,838,678	54,142	+4.3%	Shares	Sole	2022-08-11
2022-03-31	$8,452,179	51,908	+8.9%	Shares	Sole	2022-05-16
2021-12-31	$5,594,543	47,674	+5.7%	Shares	Sole	2022-02-11
2021-09-30	$4,575,699	45,103	+1.2%	Shares	Sole	2021-11-01
2021-06-30	$4,666,690	44,555	+6.1%	Shares	Sole	2021-07-19
2021-03-31	$4,400,341	41,992	+2.7%	Shares	Sole	2021-05-17
2020-12-31	$3,453,582	40,895	-6.4%	Shares	Sole	2021-01-28
2020-09-30	$3,145,176	43,683	+8.0%	Shares	Sole	2020-11-03
2020-06-30	$3,610,245	40,460	-5.7%	Shares	Sole	2020-07-29
2020-03-31	$3,109,620	42,915	—	Shares	Sole	2020-04-17
No filing history on record for this holder in this stock.