Position in CVX
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$28,804,280
-$4,448,274 QoQ
Shares Held
173,771
+8.1% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
#396
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, 2026Sequoia Financial Advisors, LLC holds $144,590,241 across 13 Oil & Gas Integrated names. CVX ranks #2 (19.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XOM |
ExxonMobil Holdings Corp
|
731,436 | $100,001,929 | |
| 2 | CVX |
Chevron Corp
This page
|
173,771 | $28,804,280 | |
| 3 | SHEL |
Shell plc
|
42,146 | $3,268,000 | |
| 4 | SU |
Suncor Energy Inc
|
49,966 | $2,682,174 | |
| 5 | TTE |
TotalEnergies SE
|
29,900 | $2,325,024 | |
| 6 | BP |
Bp PLC
|
51,289 | $1,895,128 | |
| 7 | E |
Eni Spa
|
34,288 | $1,606,735 | |
| 8 | EQNR |
Equinor ASA
|
36,842 | $1,156,838 |
All Filings in CVX
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $28,804,280 | 173,771 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $33,252,554 | 160,718 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $23,890,572 | 156,752 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $23,709,832 | 152,681 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $19,770,243 | 138,070 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $22,493,646 | 134,459 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $18,905,530 | 130,527 | Shares | Sole | 2025-08-08 | |
| 2024-09-30 | $17,837,047 | 121,118 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $16,445,529 | 105,137 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $16,402,751 | 103,986 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $10,090,375 | 67,648 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $8,324,432 | 49,368 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $8,057,264 | 51,206 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $7,747,326 | 47,483 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $16,381,334 | 91,266 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $13,634,139 | 94,899 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $14,914,511 | 103,015 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $15,936,497 | 97,872 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $15,561,548 | 132,608 | Shares | Sole | 2022-02-22 | |
| 2021-09-30 | $2,489,785 | 24,542 | Shares | Sole | 2021-10-26 | |
| 2021-06-30 | $11,202,257 | 106,953 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $9,027,763 | 86,151 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $2,887,598 | 34,193 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $1,987,272 | 27,601 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $1,219,417 | 13,666 | Shares | Sole | 2020-08-25 | |
| 2020-03-31 | $922,343 | 12,729 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||