Dynamic Advisor Solutions LLC

Position in CVX — Chevron Corp

CIK 1599747 PHOENIX, AZ

Back to CVX Full portfolio

Position in CVX

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

Position Value

$17,054,549

-$4,315,531 QoQ

Shares Held

102,887

-0.4% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

1.23%

of 13F equity value

Holder Rank

#545

of 4,105 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)

Derivatives in CVX

reported options exposure · as of Jun 30, 2026

CallValue

$82,880

CallShares

500

PutValue

PutShares

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Oil & Gas Integrated

Energy · as of Jun 30, 2026

Dynamic Advisor Solutions LLC holds $18,663,419 across 4 Oil & Gas Integrated names. CVX ranks #1 (91.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CVX	Chevron Corp This page	102,887	$17,054,549
2	SHEL	Shell plc	10,725	$831,616
3	BP	Bp PLC	15,201	$561,676
4	SU	Suncor Energy Inc	4,016	$215,578

All Filings in CVX

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28 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$17,054,549	102,887	-0.4%	Shares	Sole	2026-07-07
2026-06-30	$82,880	500	+400.0%	Call	Sole	2026-07-07
2026-03-31	$21,370,080	103,287	-2.6%	Shares	Sole	2026-04-08
2025-12-31	$16,166,890	106,075	-9.3%	Shares	Sole	2026-01-09
2025-09-30	$18,170,948	117,013	+0.1%	Shares	Sole	2025-10-09
2025-06-30	$16,745,784	116,948	+0.7%	Shares	Sole	2025-07-09
2025-03-31	$19,422,201	116,099	+2.0%	Shares	Sole	2025-04-17
2024-12-31	$16,480,184	113,782	-1.0%	Shares	Sole	2025-01-21
2024-09-30	$16,926,477	114,935	+0.5%	Shares	Sole	2024-10-07
2024-06-30	$17,883,811	114,332	+10.2%	Shares	Sole	2024-07-15
2024-03-31	$16,360,004	103,715	+9.1%	Shares	Sole	2024-04-12
2023-12-31	$14,173,929	95,025	+75.3%	Shares	Sole	2024-01-10
2023-09-30	$9,140,215	54,206	+6.5%	Shares	Sole	2023-10-11
2023-06-30	$8,007,384	50,889	+2.1%	Shares	Sole	2023-08-03
2023-03-31	$8,132,220	49,842	+5.6%	Shares	Sole	2023-04-11
2022-12-31	$8,475,338	47,219	+0.3%	Shares	Sole	2023-01-13
2022-09-30	$6,764,701	47,085	-5.6%	Shares	Sole	2022-10-20
2022-06-30	$7,221,771	49,881	+1.3%	Shares	Sole	2022-07-27
2022-03-31	$8,017,912	49,241	-7.3%	Shares	Sole	2022-04-11
2021-12-31	$6,236,683	53,146	-1.6%	Shares	Sole	2022-01-26
2021-09-30	$5,479,010	54,007	-1.7%	Shares	Sole	2021-10-28
2021-06-30	$5,757,138	54,966	+4.5%	Shares	Sole	2021-08-10
2021-03-31	$5,509,229	52,574	+21.9%	Shares	Sole	2021-04-27
2020-12-31	$8,445	100	—	Call	Sole	2021-02-03
2020-12-31	$3,641,399	43,119	+23.9%	Shares	Sole	2021-02-03
2020-09-30	$2,505,528	34,799	-7.6%	Shares	Sole	2020-10-27
2020-06-30	$3,361,115	37,668	-7.4%	Shares	Sole	2020-08-05
2020-03-31	$2,946,948	40,670	—	Shares	Sole	2020-05-07
No filing history on record for this holder in this stock.