Position in CVX
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$10,916,622
-$4,779,639 QoQ
Shares Held
65,858
-13.2% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.46%
of 13F equity value
Holder Rank
#721
of 4,109 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CVX Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Integrated
Energy · as of Jun 30, 2026IFP Advisors, Inc holds $38,294,426 across 14 Oil & Gas Integrated names. CVX ranks #2 (28.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XOM |
ExxonMobil Holdings Corp
|
171,296 | $23,419,589 | |
| 2 | CVX |
Chevron Corp
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|
65,858 | $10,916,622 | |
| 3 | SHEL |
Shell plc
|
13,826 | $1,072,068 | |
| 4 | NFG |
National Fuel Gas Co
|
11,784 | $909,842 | |
| 5 | IMO |
Imperial Oil Ltd
|
5,326 | $596,618 | |
| 6 | BP |
Bp PLC
|
10,734 | $396,621 | |
| 7 | CVE |
Cenovus Energy Inc.
|
15,601 | $387,060 | |
| 8 | SU |
Suncor Energy Inc
|
6,553 | $351,765 |
All Filings in CVX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,916,622 | 65,858 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $15,696,261 | 75,864 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $8,232,121 | 54,013 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $7,435,129 | 47,879 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $7,845,809 | 54,793 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $10,457,130 | 62,509 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $7,773,707 | 53,671 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $7,220,059 | 49,026 | Shares | Sole | 2025-02-04 | |
| 2024-06-30 | $5,791,294 | 37,024 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $5,884,806 | 37,307 | Shares | Sole | 2024-07-30 | |
| 2023-12-31 | $5,657,191 | 37,927 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $7,015,266 | 41,604 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $6,676,203 | 42,429 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $5,530,797 | 33,898 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $5,887 | 55,409 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $8,799,356 | 61,247 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $8,132,871 | 56,174 | Shares | Sole | 2022-09-06 | |
| 2022-03-31 | $6,389,937 | 39,243 | Shares | Sole | 2022-08-08 | |
| 2021-12-31 | $3,966,312 | 33,799 | Shares | Sole | 2022-01-12 | |
| 2021-09-30 | $3,949,854 | 38,934 | Shares | Sole | 2021-10-06 | |
| 2021-06-30 | $3,966,294 | 37,868 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $3,113,834 | 29,715 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $2,157,444 | 25,547 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $1,784,232 | 24,781 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $1,871,420 | 20,973 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $1,477,097 | 20,385 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||