Position in CVX
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$30,680,182
-$1,141,243 QoQ
Shares Held
185,088
+20.3% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.55%
of 13F equity value
Holder Rank
#381
of 4,109 holders
Holding Since
Mar 2020
25 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, 2026Merit Financial Group, LLC holds $95,113,975 across 10 Oil & Gas Integrated names. CVX ranks #2 (32.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XOM |
ExxonMobil Holdings Corp
|
416,171 | $56,898,893 | |
| 2 | CVX |
Chevron Corp
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|
185,088 | $30,680,182 | |
| 3 | SHEL |
Shell plc
|
28,145 | $2,182,360 | |
| 4 | BP |
Bp PLC
|
47,035 | $1,737,941 | |
| 5 | NFG |
National Fuel Gas Co
|
14,134 | $1,091,283 | |
| 6 | TTE |
TotalEnergies SE
|
13,303 | $1,034,438 | |
| 7 | SU |
Suncor Energy Inc
|
15,659 | $840,572 | |
| 8 | E |
Eni Spa
|
5,834 | $273,379 |
All Filings in CVX
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $30,680,182 | 185,088 | Shares | Other | 2026-07-20 | |
| 2026-03-31 | $31,821,425 | 153,801 | Shares | Other | 2026-04-15 | |
| 2025-12-31 | $20,977,251 | 137,637 | Shares | Other | 2026-01-26 | |
| 2025-06-30 | $18,037,071 | 125,966 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $16,128,261 | 96,409 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $11,832,993 | 81,697 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $10,051,766 | 68,254 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $11,914,354 | 76,169 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $11,351,916 | 71,966 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $6,309,468 | 42,300 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $9,965,442 | 59,100 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $9,225,430 | 58,630 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $8,408,940 | 51,538 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $8,650,700 | 48,196 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $6,254,242 | 43,532 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $9,994,163 | 69,030 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $3,744,113 | 22,994 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $872,966 | 7,439 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $768,991 | 7,580 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $769,001 | 7,342 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $771,254 | 7,360 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $537,693 | 6,367 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $475,560 | 6,605 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $857,321 | 9,608 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $700,398 | 9,666 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||