Elgethun Capital Management

Position in CVX — Chevron Corp

CIK 1638022 SIOUX FALLS, SD

Position in CVX

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$988,758

-$208,365 QoQ

Shares Held

5,965

+3.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.20%

of 13F equity value

Holder Rank

#2,375

of 4,109 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 98% Shared 0% None 2%

Energy · as of Jun 30, 2026

Elgethun Capital Management holds $2,714,093 across 4 Oil & Gas Integrated names. CVX ranks #2 (36.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	XOM	ExxonMobil Holdings Corp	8,157	$1,115,225
2	CVX	Chevron Corp This page	5,965	$988,758
3	BP	Bp PLC	11,744	$433,940
4	SHEL	Shell plc	2,272	$176,170

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$988,758	5,965	+3.1%	Shares	Sole	2026-07-29
2026-03-31	$1,197,123	5,786	+16.6%	Shares	Sole	2026-05-14
2025-12-31	$756,258	4,962	+0.7%	Shares	Sole	2026-02-10
2025-09-30	$765,424	4,929	-12.0%	Shares	Sole	2025-11-13
2025-06-30	$801,864	5,600	+6.1%	Shares	Sole	2025-08-13
2025-03-31	$883,123	5,279	-19.8%	Shares	Sole	2025-05-09
2024-12-31	$953,047	6,580	+6.3%	Shares	Sole	2025-02-13
2024-09-30	$911,748	6,191	+0.7%	Shares	Sole	2024-11-14
2024-06-30	$962,139	6,151	+0.6%	Shares	Sole	2024-08-14
2024-03-31	$964,737	6,116	+0.6%	Shares	Sole	2024-05-14
2023-12-31	$906,892	6,080	+10.5%	Shares	Sole	2024-02-14
2023-09-30	$927,578	5,501	+14.9%	Shares	Sole	2023-11-13
2023-06-30	$753,234	4,787	+0.7%	Shares	Sole	2023-08-11
2023-03-31	$775,988	4,756	-0.4%	Shares	Sole	2023-05-12
2022-12-31	$857,244	4,776	-0.8%	Shares	Sole	2023-02-10
2022-09-30	$691,627	4,814	+36.8%	Shares	Sole	2022-11-14
2022-06-30	$509,336	3,518	+0.8%	Shares	Sole	2022-08-12
2022-03-31	$568,113	3,489	+0.8%	Shares	Sole	2022-05-11
2021-12-31	$406,148	3,461	-15.3%	Shares	Sole	2022-02-11
2021-09-30	$414,727	4,088	+20.8%	Shares	Sole	2021-11-12
2021-06-30	$354,440	3,384	+1.2%	Shares	Sole	2021-08-13
2021-03-31	$350,417	3,344	-0.4%	Shares	Sole	2021-05-14
2020-12-31	$283,583	3,358	+13.6%	Shares	Sole	2021-02-11
2020-09-30	$212,832	2,956	+0.1%	Shares	Sole	2020-11-13
2020-06-30	$263,406	2,952	+0.1%	Shares	Sole	2020-08-13
2020-03-31	$213,612	2,948	—	Shares	Sole	2020-05-08
No filing history on record for this holder in this stock.