Position in CVX
as of Mar 31, 2026
· filed Apr 28, 2026
Position Value
$14,810,522
+$4,233,421 QoQ
Shares Held
71,583
+3.1% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.93%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 95%
Shared 0%
None 5%
Common Shares in CVX Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Integrated
Energy · as of Mar 31, 2026EXENCIAL WEALTH ADVISORS, LLC holds $32,741,061 across 5 Oil & Gas Integrated names. CVX ranks #1 (45.2% of the industry book) .
All Filings in CVX
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $14,810,522 | 71,583 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $10,577,101 | 69,399 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $12,008,575 | 77,330 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $11,228,673 | 78,418 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $13,754,249 | 82,218 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $11,874,272 | 81,982 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $12,687,605 | 86,152 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $14,573,025 | 93,166 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $15,814,696 | 100,258 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $15,095,886 | 101,206 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $15,710,325 | 93,170 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $15,162,403 | 96,361 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $16,096,876 | 98,657 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $14,590,562 | 81,289 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $8,666,174 | 60,320 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $8,583,137 | 59,284 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $8,715,801 | 53,527 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $6,377,855 | 54,349 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $5,197,790 | 51,235 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $5,311,889 | 50,715 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $5,575,246 | 53,204 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $3,667,494 | 43,428 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $6,044,616 | 83,953 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $3,692,872 | 41,386 | Shares | Sole | 2020-08-17 | |
| 2020-03-31 | $508,089 | 7,012 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||