Dakota Wealth Management

Position in CVX — Chevron Corp

CIK 1631353 PALM BEACH GARDENS, FL

Position in CVX

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

Position Value

$12,094,015

-$4,903,026 QoQ

Shares Held

72,961

-11.2% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.37%

of 13F equity value

Holder Rank

#679

of 4,109 holders

Holding Since

Jun 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

Dakota Wealth Management holds $50,952,487 across 3 Oil & Gas Integrated names. CVX ranks #2 (23.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	XOM	ExxonMobil Holdings Corp	282,432	$38,614,103
2	CVX	Chevron Corp This page	72,961	$12,094,015
3	NFG	National Fuel Gas Co	3,165	$244,369

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$12,094,015	72,961	-11.2%	Shares	Defined	2026-08-07
2026-03-31	$16,997,041	82,151	-1.3%	Shares	Defined	2026-05-07
2025-12-31	$12,690,418	83,265	+14.9%	Shares	Defined	2026-01-13
2025-09-30	$11,249,673	72,443	+0.2%	Shares	Sole	2025-11-10
2025-06-30	$10,349,773	72,280	-2.9%	Shares	Defined	2025-07-16
2025-03-31	$12,455,075	74,452	-4.1%	Shares	Defined	2025-05-02
2024-12-31	$11,239,004	77,596	-15.8%	Shares	Sole	2025-01-17
2024-09-30	$13,566,806	92,122	-26.1%	Shares	Defined	2024-10-23
2024-06-30	$19,507,920	124,715	-2.7%	Shares	Defined	2024-07-22
2024-03-31	$20,222,898	128,204	+39.2%	Shares	Defined	2024-04-24
2023-12-31	$13,736,144	92,090	-16.9%	Shares	Defined	2024-01-30
2023-09-30	$18,688,322	110,831	-4.1%	Shares	Other	2023-10-24
2023-06-30	$18,193,121	115,622	+2.1%	Shares	Sole	2023-07-31
2023-03-31	$18,469,384	113,198	-3.9%	Shares	Other	2023-04-14
2022-12-31	$21,139,972	117,778	-2.5%	Shares	Sole	2023-02-08
2022-09-30	$17,357,347	120,814	-3.6%	Shares	Sole	2022-11-10
2022-06-30	$18,146,145	125,336	-0.2%	Shares	Sole	2022-08-05
2022-03-31	$20,446,399	125,569	+15.3%	Shares	Sole	2022-05-13
2021-12-31	$12,778,124	108,889	+3.8%	Shares	Other	2022-02-10
2021-09-30	$10,645,553	104,934	-24.7%	Shares	Sole	2021-11-15
2021-06-30	$14,605,364	139,444	+70.8%	Shares	Sole	2021-08-02
2021-03-31	$8,556,417	81,653	+350.0%	Shares	Sole	2021-05-10
2020-12-31	$1,532,260	18,144	+74.7%	Shares	Sole	2021-02-12
2020-09-30	$747,576	10,383	-63.8%	Shares	Sole	2020-11-04
2020-06-30	$2,556,350	28,649	—	Shares	Sole	2020-08-07
No filing history on record for this holder in this stock.