Wealth Architects, LLC

Position in CVX — Chevron Corp

CIK 1611518 MOUNTAIN VIEW, CA

Position in CVX

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$940,522

-$247,911 QoQ

Shares Held

5,674

-1.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.30%

of 13F equity value

Holder Rank

#2,434

of 4,109 holders

Holding Since

Mar 2021

22 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Energy · as of Jun 30, 2026

Wealth Architects, LLC holds $3,683,206 across 3 Oil & Gas Integrated names. CVX ranks #2 (25.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	XOM	ExxonMobil Holdings Corp	16,807	$2,297,853
2	CVX	Chevron Corp This page	5,674	$940,522
3	IMO	Imperial Oil Ltd	3,971	$444,831

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$940,522	5,674	-1.2%	Shares	Sole	2026-07-23
2026-03-31	$1,188,433	5,744	+1.3%	Shares	Sole	2026-05-15
2025-12-31	$864,012	5,669	+1.5%	Shares	Sole	2026-02-17
2025-09-30	$867,449	5,586	+2.8%	Shares	Sole	2025-11-13
2025-06-30	$778,380	5,436	-1.1%	Shares	Sole	2025-07-25
2025-03-31	$919,927	5,499	+55.8%	Shares	Sole	2025-05-14
2024-12-31	$511,285	3,530	+24.3%	Shares	Sole	2025-02-10
2024-09-30	$418,099	2,839	-5.3%	Shares	Sole	2024-10-31
2024-06-30	$469,103	2,999	+2.3%	Shares	Sole	2024-08-08
2024-03-31	$462,651	2,933	-1.6%	Shares	Sole	2024-05-13
2023-12-31	$444,795	2,982	-10.4%	Shares	Sole	2024-02-14
2023-09-30	$561,167	3,328	+7.9%	Shares	Sole	2023-11-09
2023-06-30	$485,424	3,085	+3.2%	Shares	Sole	2023-08-02
2023-03-31	$487,848	2,990	+5.5%	Shares	Sole	2023-04-21
2022-12-31	$508,674	2,834	+8.4%	Shares	Sole	2023-02-10
2022-09-30	$375,697	2,615	-3.6%	Shares	Sole	2022-10-24
2022-06-30	$392,788	2,713	-16.8%	Shares	Sole	2022-07-29
2022-03-31	$530,662	3,259	+12.8%	Shares	Sole	2022-05-17
2021-12-31	$339,024	2,889	-4.0%	Shares	Sole	2022-01-19
2021-09-30	$305,263	3,009	+3.2%	Shares	Sole	2021-11-09
2021-06-30	$305,421	2,916	+47.8%	Shares	Sole	2021-08-09
2021-03-31	$206,750	1,973	—	Shares	Sole	2021-04-29
No filing history on record for this holder in this stock.