Position in CVX
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$187,476,549
-$25,999,353 QoQ
Shares Held
1,131,012
+9.6% QoQ
Ownership
0.057%
of shares outstanding
% of Portfolio
0.62%
of 13F equity value
Holder Rank
#124
of 4,109 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 8%
Shared 0%
None 92%
Common Shares in CVX Over Time
Shares Held
Position Value (USD)
Derivatives in CVX
reported options exposure · as of Jun 30, 2026CallValue
$16,576
CallShares
100
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Oil & Gas Integrated
Energy · as of Jun 30, 2026WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $513,937,016 across 13 Oil & Gas Integrated names. CVX ranks #2 (36.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XOM |
ExxonMobil Holdings Corp
|
2,134,401 | $291,815,304 | |
| 2 | CVX |
Chevron Corp
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|
1,131,012 | $187,476,549 | |
| 3 | SHEL |
Shell plc
|
147,976 | $11,474,059 | |
| 4 | BP |
Bp PLC
|
211,854 | $7,828,005 | |
| 5 | TTE |
TotalEnergies SE
|
66,428 | $5,165,441 | |
| 6 | SU |
Suncor Energy Inc
|
91,242 | $4,897,870 | |
| 7 | NFG |
National Fuel Gas Co
|
35,134 | $2,712,696 | |
| 8 | PBR |
Petrobras - Petroleo Brasileiro SA
|
50,737 | $819,909 |
All Filings in CVX
Export CSV
29 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $187,476,549 | 1,131,012 | Shares | Sole | 2026-07-15 | |
| 2026-06-30 | $16,576 | 100 | Call | Sole | 2026-07-15 | |
| 2026-03-31 | $213,475,902 | 1,031,783 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $207,087,239 | 1,358,751 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $171,596,226 | 1,105,005 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $148,578,526 | 1,037,632 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $189,665,372 | 1,133,752 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $149,134,361 | 1,029,649 | Shares | Sole | 2025-03-17 | |
| 2024-09-30 | $129,833,084 | 881,599 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $138,061,297 | 882,632 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $140,300,423 | 889,441 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $15,850 | 1,000 | Put | Sole | 2024-01-30 | |
| 2023-12-31 | $128,268,352 | 859,938 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $140,030,141 | 830,448 | Shares | Sole | 2023-11-13 | |
| 2023-09-30 | $6,350 | 1,000 | Put | Sole | 2023-11-13 | |
| 2023-06-30 | $12,557,159 | 79,804 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $3,175,746 | 19,464 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $8,754,983 | 48,777 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $225,130 | 1,567 | Shares | Sole | 2022-10-17 | |
| 2022-06-30 | $263,644 | 1,821 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $2,415,745 | 14,836 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $1,822,680 | 15,532 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $5,745,417 | 56,633 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $4,590,544 | 43,828 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $2,854,689 | 27,242 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $2,180,921 | 25,825 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $1,716,264 | 23,837 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $2,918,445 | 32,707 | Shares | Sole | 2020-10-13 | |
| 2020-03-31 | $3,154,038 | 43,528 | Shares | Sole | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||