Tradewinds Capital Management, LLC

Position in CVX — Chevron Corp

CIK 1616026 BELLINGHAM, WA

Position in CVX

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$202,558

-$50,066 QoQ

Shares Held

1,222

+0.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.20%

of 13F equity value

Holder Rank

#3,857

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

Tradewinds Capital Management, LLC holds $2,111,793 across 5 Oil & Gas Integrated names. CVX ranks #2 (9.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	XOM	ExxonMobil Holdings Corp	13,561	$1,854,059
2	CVX	Chevron Corp This page	1,222	$202,558
3	BP	Bp PLC	615	$22,724
4	SHEL	Shell plc	233	$18,066
5	SU	Suncor Energy Inc	268	$14,386

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$202,558	1,222	+0.1%	Shares	Sole	2026-07-24
2026-03-31	$252,624	1,221	-0.9%	Shares	Sole	2026-04-15
2025-12-31	$187,769	1,232	-46.2%	Shares	Sole	2026-01-14
2025-09-30	$355,769	2,291	+0.0%	Shares	Sole	2025-10-21
2025-06-30	$327,905	2,290	0.0%	Shares	Sole	2025-07-29
2025-03-31	$383,094	2,290	-12.9%	Shares	Sole	2025-04-25
2024-12-31	$380,639	2,628	+390.3%	Shares	Sole	2025-02-04
2024-09-30	$78,936	536	-6.9%	Shares	Sole	2024-10-16
2024-06-30	$90,097	576	-7.8%	Shares	Sole	2024-07-18
2024-03-31	$98,587	625	-1.7%	Shares	Sole	2024-04-19
2023-12-31	$94,865	636	-3.2%	Shares	Sole	2024-02-01
2023-09-30	$110,783	657	+0.2%	Shares	Sole	2023-10-30
2023-06-30	$103,221	656	-1.2%	Shares	Sole	2023-07-20
2023-03-31	$108,338	664	+47.9%	Shares	Sole	2023-04-10
2022-12-31	$80,591	449	+14.0%	Shares	Sole	2023-01-23
2022-09-30	$56,605	394	+8.2%	Shares	Sole	2022-10-18
2022-06-30	$52,699	364	-95.8%	Shares	Sole	2022-07-21
2022-03-31	$1,411,410	8,668	+0.7%	Shares	Sole	2022-04-25
2021-12-31	$1,010,618	8,612	+3.1%	Shares	Sole	2022-02-02
2021-09-30	$847,208	8,351	-7.6%	Shares	Sole	2021-11-04
2021-06-30	$946,535	9,037	+9.4%	Shares	Sole	2021-07-30
2021-03-31	$865,670	8,261	+1.3%	Shares	Sole	2021-04-23
2020-12-31	$688,436	8,152	+15.4%	Shares	Sole	2021-02-10
2020-09-30	$508,536	7,063	+12.3%	Shares	Sole	2020-10-26
2020-06-30	$561,256	6,290	-9.0%	Shares	Sole	2020-08-11
2020-03-31	$501,060	6,915	—	Shares	Sole	2020-05-11
No filing history on record for this holder in this stock.