MISSION WEALTH MANAGEMENT, LP

Position in CVX — Chevron Corp

CIK 1645382 Santa Barbara, CA

Position in CVX

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$14,892,375

+$3,102,386 QoQ

Shares Held

89,843

+57.7% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.51%

of 13F equity value

Holder Rank

#589

of 4,105 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

MISSION WEALTH MANAGEMENT, LP holds $20,342,485 across 6 Oil & Gas Integrated names. CVX ranks #1 (73.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CVX	Chevron Corp This page	89,843	$14,892,375
2	SHEL	Shell plc	30,691	$2,379,780
3	BP	Bp PLC	38,700	$1,429,965
4	TTE	TotalEnergies SE	13,474	$1,047,738
5	EQNR	Equinor ASA	11,503	$361,194
6	IMO	Imperial Oil Ltd	2,066	$231,433

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$14,892,375	89,843	+57.7%	Shares	Sole	2026-07-20
2026-03-31	$11,789,989	56,984	-2.1%	Shares	Sole	2026-05-15
2025-12-31	$8,868,433	58,188	-1.9%	Shares	Sole	2026-02-05
2025-09-30	$9,206,988	59,289	+6.4%	Shares	Sole	2025-11-04
2025-06-30	$7,982,412	55,747	-2.1%	Shares	Sole	2025-08-05
2025-03-31	$9,526,496	56,946	+44.3%	Shares	Sole	2025-04-17
2024-12-31	$5,717,414	39,474	+14.1%	Shares	Sole	2025-02-06
2024-09-30	$5,092,743	34,581	+8.3%	Shares	Sole	2024-10-31
2024-06-30	$4,994,647	31,931	-12.2%	Shares	Sole	2024-08-05
2024-03-31	$5,734,952	36,357	+21.7%	Shares	Sole	2024-04-30
2023-12-31	$4,454,663	29,865	+4.1%	Shares	Sole	2024-02-05
2023-09-30	$4,837,201	28,687	+2.7%	Shares	Sole	2023-10-24
2023-06-30	$4,395,729	27,936	-4.3%	Shares	Sole	2023-08-04
2023-03-31	$4,761,171	29,181	+9.0%	Shares	Sole	2023-04-07
2022-12-31	$4,804,767	26,769	-16.1%	Shares	Sole	2023-02-02
2022-09-30	$4,582,067	31,893	+26.4%	Shares	Sole	2022-10-12
2022-06-30	$3,652,944	25,231	+19.5%	Shares	Sole	2022-07-27
2022-03-31	$3,438,481	21,117	-3.5%	Shares	Sole	2022-04-25
2021-12-31	$2,569,260	21,894	-4.9%	Shares	Sole	2022-02-11
2021-09-30	$2,335,581	23,022	-3.5%	Shares	Sole	2021-11-05
2021-06-30	$2,498,049	23,850	+7.1%	Shares	Sole	2021-08-10
2021-03-31	$2,334,092	22,274	+37.0%	Shares	Sole	2021-05-10
2020-12-31	$1,372,650	16,254	+4.2%	Shares	Sole	2021-01-19
2020-09-30	$1,123,128	15,599	-4.1%	Shares	Sole	2020-10-16
2020-06-30	$1,452,039	16,273	+2.1%	Shares	Sole	2020-08-03
2020-03-31	$1,155,374	15,945	—	Shares	Sole	2020-04-27
No filing history on record for this holder in this stock.