Winch Advisory Services, LLC

Position in CVX — Chevron Corp

CIK 1585822 Appleton, WI

Position in CVX

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$1,157,833

-$279,915 QoQ

Shares Held

6,985

+0.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.39%

of 13F equity value

Holder Rank

#2,246

of 4,109 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

Winch Advisory Services, LLC holds $2,677,921 across 6 Oil & Gas Integrated names. CVX ranks #1 (43.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CVX	Chevron Corp This page	6,985	$1,157,833
2	XOM	ExxonMobil Holdings Corp	6,733	$920,535
3	BP	Bp PLC	13,581	$501,817
4	IMO	Imperial Oil Ltd	430	$48,168
5	SHEL	Shell plc	543	$42,104
6	TTE	TotalEnergies SE	96	$7,464

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,157,833	6,985	+0.5%	Shares	Sole	2026-08-06
2026-03-31	$1,437,748	6,949	-0.7%	Shares	Sole	2026-04-30
2025-12-31	$1,066,260	6,996	-0.2%	Shares	Sole	2026-02-03
2025-09-30	$1,088,427	7,009	+5.2%	Shares	Sole	2025-11-12
2025-06-30	$954,074	6,663	+2.4%	Shares	Sole	2025-08-07
2025-03-31	$1,088,221	6,505	+5.1%	Shares	Sole	2025-05-06
2024-12-31	$896,414	6,189	+10.8%	Shares	Sole	2025-01-14
2024-09-30	$822,944	5,588	+6.4%	Shares	Sole	2024-10-21
2024-06-30	$821,361	5,251	+6.2%	Shares	Sole	2024-07-31
2024-03-31	$779,866	4,944	+32.1%	Shares	Sole	2024-05-14
2023-12-31	$558,455	3,744	+15.1%	Shares	Sole	2024-01-18
2023-09-30	$548,520	3,253	+6.7%	Shares	Sole	2023-11-06
2023-06-30	$479,760	3,049	+12.7%	Shares	Sole	2023-08-08
2023-03-31	$441,510	2,706	+3.2%	Shares	Sole	2023-05-10
2022-12-31	$470,443	2,621	+51.5%	Shares	Sole	2023-01-26
2022-09-30	$248,549	1,730	+2.7%	Shares	Sole	2022-10-31
2022-06-30	$243,954	1,685	+10.9%	Shares	Sole	2022-08-12
2022-03-31	$247,338	1,519	+0.3%	Shares	Sole	2022-04-26
2021-12-31	$177,667	1,514	+4.9%	Shares	Sole	2022-02-04
2021-09-30	$146,392	1,443	+8.7%	Shares	Sole	2021-11-10
2021-06-30	$138,989	1,327	+1.2%	Shares	Sole	2021-08-05
2021-03-31	$137,379	1,311	-0.5%	Shares	Sole	2021-05-03
2020-12-31	$111,220	1,317	+0.8%	Shares	Sole	2021-02-09
2020-09-30	$94,104	1,307	-4.1%	Shares	Sole	2020-11-04
2020-06-30	$121,620	1,363	+0.9%	Shares	Sole	2020-08-12
2020-03-31	$97,893	1,351	—	Shares	Sole	2020-05-13
No filing history on record for this holder in this stock.