Wealthspire Advisors, LLC

Position in CVX — Chevron Corp

CIK 1646247 NEW YORK, NY

Position in CVX

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$41,169,811

+$28,948,228 QoQ

Shares Held

248,370

+320.5% QoQ

Ownership

0.013%

of shares outstanding

% of Portfolio

0.75%

of 13F equity value

Holder Rank

#322

of 4,109 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

Wealthspire Advisors, LLC holds $67,036,017 across 6 Oil & Gas Integrated names. CVX ranks #1 (61.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CVX	Chevron Corp This page	248,370	$41,169,811
2	XOM	ExxonMobil Holdings Corp	164,234	$22,454,072
3	SHEL	Shell plc	22,259	$1,725,962
4	NFG	National Fuel Gas Co	11,516	$889,150
5	BP	Bp PLC	15,863	$586,137
6	TTE	TotalEnergies SE	2,712	$210,885

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$41,169,811	248,370	+320.5%	Shares	Sole	2026-08-11
2026-03-31	$12,221,583	59,070	-9.9%	Shares	Sole	2026-05-01
2025-12-31	$9,993,066	65,567	-43.0%	Shares	Sole	2026-02-13
2025-09-30	$17,868,598	115,066	-4.4%	Shares	Sole	2025-11-14
2025-06-30	$17,227,188	120,310	-5.3%	Shares	Sole	2025-08-11
2025-03-31	$21,249,510	127,022	+101.2%	Shares	Sole	2025-05-09
2024-12-31	$9,143,025	63,125	-5.2%	Shares	Sole	2025-02-04
2024-09-30	$9,801,702	66,556	+2.4%	Shares	Sole	2024-11-13
2024-06-30	$10,164,171	64,980	-8.4%	Shares	Sole	2024-08-08
2024-03-31	$11,195,438	70,974	-2.6%	Shares	Sole	2024-05-06
2023-12-31	$10,867,797	72,860	+88.4%	Shares	Sole	2024-02-07
2023-09-30	$6,520,872	38,672	+8.3%	Shares	Sole	2023-11-06
2023-06-30	$5,619,912	35,716	-2.7%	Shares	Sole	2023-08-01
2023-03-31	$5,986,666	36,692	+2.7%	Shares	Sole	2023-05-09
2022-12-31	$6,415,152	35,741	+0.4%	Shares	Sole	2023-02-14
2022-09-30	$5,113,502	35,592	+5.6%	Shares	Sole	2022-11-14
2022-06-30	$4,880,244	33,708	+19.4%	Shares	Sole	2022-08-09
2022-03-31	$4,595,225	28,221	+6.9%	Shares	Sole	2022-05-09
2021-12-31	$3,099,213	26,410	-12.5%	Shares	Sole	2022-02-14
2021-09-30	$3,061,152	30,174	+76.8%	Shares	Sole	2021-11-15
2021-06-30	$1,787,073	17,062	-53.3%	Shares	Sole	2021-08-13
2021-03-31	$3,824,730	36,499	+34.4%	Shares	Sole	2021-05-17
2020-12-31	$2,293,070	27,153	+191.7%	Shares	Sole	2021-02-16
2020-09-30	$670,104	9,307	-27.8%	Shares	Sole	2020-11-16
2020-06-30	$1,150,710	12,896	-57.2%	Shares	Sole	2020-08-14
2020-03-31	$2,184,886	30,153	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.