Position in CVX
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$40,184,698
-$7,920,171 QoQ
Shares Held
242,427
+4.3% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#326
of 4,109 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 45%
Shared 0%
None 55%
Common Shares in CVX Over Time
Shares Held
Position Value (USD)
Derivatives in CVX
reported options exposure · as of Jun 30, 2026CallValue
$0
CallShares
0
PutValue
$2,204,608
PutShares
13,300
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, 2026Lido Advisors, LLC holds $151,164,906 across 9 Oil & Gas Integrated names. CVX ranks #2 (26.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XOM |
ExxonMobil Holdings Corp
|
721,408 | $98,630,899 | |
| 2 | CVX |
Chevron Corp
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|
242,427 | $40,184,698 | |
| 3 | BP |
Bp PLC
|
143,094 | $5,287,323 | |
| 4 | SHEL |
Shell plc
|
44,421 | $3,444,403 | |
| 5 | SU |
Suncor Energy Inc
|
25,814 | $1,385,694 | |
| 6 | TTE |
TotalEnergies SE
|
11,597 | $901,782 | |
| 7 | NFG |
National Fuel Gas Co
|
8,077 | $623,624 | |
| 8 | IMO |
Imperial Oil Ltd
|
4,399 | $492,775 |
All Filings in CVX
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49 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $40,184,698 | 242,427 | Shares | Defined | 2026-08-07 | |
| 2026-06-30 | $2,204,608 | 13,300 | Put | Sole | 2026-08-07 | |
| 2026-03-31 | $48,104,869 | 232,503 | Shares | Defined | 2026-05-13 | |
| 2026-03-31 | $1,468,990 | 7,100 | Put | Sole | 2026-05-13 | |
| 2025-12-31 | $2,316,632 | 15,200 | Put | Sole | 2026-02-10 | |
| 2025-12-31 | $33,979,503 | 222,948 | Shares | Defined | 2026-02-10 | |
| 2025-09-30 | $2,360,408 | 15,200 | Put | Sole | 2025-11-14 | |
| 2025-09-30 | $34,272,035 | 220,697 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $672,993 | 4,700 | Put | Sole | 2025-08-13 | |
| 2025-06-30 | $21,872,700 | 152,753 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $25,374,879 | 151,682 | Shares | Defined | 2025-05-15 | |
| 2025-03-31 | $33,458 | 200 | Put | Sole | 2025-05-15 | |
| 2024-12-31 | $28,968 | 200 | Put | Sole | 2025-02-14 | |
| 2024-12-31 | $20,417,803 | 140,968 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $647,988 | 4,400 | Put | Sole | 2024-11-14 | |
| 2024-09-30 | $17,215,125 | 116,895 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $688,248 | 4,400 | Put | Sole | 2024-08-15 | |
| 2024-06-30 | $18,362,924 | 117,395 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $17,290,353 | 109,613 | Shares | Defined | 2024-05-15 | |
| 2024-03-31 | $662,508 | 4,200 | Put | Sole | 2024-05-15 | |
| 2023-12-31 | $626,472 | 4,200 | Put | Sole | 2024-02-14 | |
| 2023-12-31 | $16,500,376 | 110,622 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $505,860 | 3,000 | Put | Sole | 2023-11-14 | |
| 2023-09-30 | $17,264,158 | 102,385 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $472,050 | 3,000 | Put | Sole | 2023-08-09 | |
| 2023-06-30 | $15,785,979 | 100,324 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $636,324 | 3,900 | Put | Sole | 2023-05-15 | |
| 2023-03-31 | $15,835,492 | 97,055 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $161,541 | 900 | Put | Sole | 2023-02-14 | |
| 2022-12-31 | $18,654,753 | 103,932 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $10,015,522 | 69,712 | Shares | Defined | 2022-11-14 | |
| 2022-09-30 | $301,707 | 2,100 | Put | Sole | 2022-11-14 | |
| 2022-06-30 | $304,038 | 2,100 | Put | Sole | 2022-08-15 | |
| 2022-06-30 | $9,474,547 | 65,441 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $8,296,514 | 50,952 | Shares | Sole | 2022-05-17 | |
| 2022-03-31 | $390,792 | 2,400 | Put | Sole | 2022-05-17 | |
| 2021-12-31 | $281,640 | 2,400 | Put | Sole | 2022-02-15 | |
| 2021-12-31 | $4,403,441 | 37,524 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $243,480 | 2,400 | Put | Sole | 2022-02-15 | |
| 2021-09-30 | $2,977,050 | 29,345 | Shares | Sole | 2022-02-15 | |
| 2021-06-30 | $251,376 | 2,400 | Put | Sole | 2021-08-12 | |
| 2021-06-30 | $5,828,047 | 55,643 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $251,496 | 2,400 | Put | Sole | 2021-11-12 | |
| 2021-03-31 | $5,855,246 | 55,876 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $2,788,370 | 33,018 | Shares | Sole | 2021-02-08 | |
| 2020-12-31 | $202,680 | 2,400 | Put | Sole | 2021-11-12 | |
| 2020-09-30 | $1,456,488 | 20,229 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $1,680,825 | 18,837 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $1,145,302 | 15,806 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||