Position in CVX
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$346,935
-$75,554 QoQ
Shares Held
2,093
+2.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#3,352
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, 2026Capital Advisors, Ltd. LLC holds $1,712,954 across 4 Oil & Gas Integrated names. CVX ranks #2 (20.3% of the industry book) .
All Filings in CVX
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $346,935 | 2,093 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $422,489 | 2,042 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $306,648 | 2,012 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $318,344 | 2,050 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $259,889 | 1,815 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $291,753 | 1,744 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $249,414 | 1,722 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $262,729 | 1,784 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $252,305 | 1,613 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $250,806 | 1,590 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $273,559 | 1,834 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $298,457 | 1,770 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $290,153 | 1,844 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $136,401 | 836 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $161 | 1,947 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $54,594 | 380 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $56,753 | 392 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $58,944 | 362 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $42,480 | 362 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $29,420 | 290 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $42,210 | 403 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $42,230 | 403 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $34,033 | 403 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $29,016 | 403 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $43,811 | 491 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $39,780 | 549 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||