Proficio Capital Partners LLC

Position in CVX — Chevron Corp

CIK 1654175 NEWTON, MA

Position in CVX

as of Jun 30, 2026 · filed Aug 17, 2026 Compact

Position Value

$1,380,780

+$1,051,603 QoQ

Shares Held

8,330

+423.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

#2,067

of 4,109 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Energy · as of Jun 30, 2026

Proficio Capital Partners LLC holds $4,420,510 across 3 Oil & Gas Integrated names. CVX ranks #2 (31.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	XOM	ExxonMobil Holdings Corp	20,268	$2,771,040
2	CVX	Chevron Corp This page	8,330	$1,380,780
3	NFG	National Fuel Gas Co	3,480	$268,690

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,380,780	8,330	+423.6%	Shares	Sole	2026-08-17
2026-03-31	$329,177	1,591	-86.2%	Shares	Sole	2026-05-14
2025-12-31	$1,763,231	11,569	-0.8%	Shares	Sole	2026-02-12
2025-09-30	$1,811,147	11,663	-23.7%	Shares	Sole	2025-11-17
2025-06-30	$2,187,656	15,278	-4.6%	Shares	Sole	2025-08-07
2025-03-31	$2,678,647	16,012	+173.7%	Shares	Sole	2025-05-06
2024-12-31	$847,458	5,851	+59.5%	Shares	Sole	2025-02-06
2024-09-30	$540,333	3,669	-53.7%	Shares	Sole	2024-11-01
2024-06-30	$1,238,846	7,920	+3.9%	Shares	Sole	2024-07-25
2024-03-31	$1,202,925	7,626	+4.4%	Shares	Sole	2024-05-02
2023-12-31	$1,089,166	7,302	-0.4%	Shares	Sole	2024-02-13
2023-09-30	$1,236,321	7,332	-10.3%	Shares	Sole	2023-10-18
2023-06-30	$1,286,650	8,177	-9.2%	Shares	Sole	2023-08-14
2023-03-31	$1,469,092	9,004	+22.8%	Shares	Sole	2023-04-21
2022-12-31	$1,316,200	7,333	+4.4%	Shares	Sole	2023-01-30
2022-09-30	$1,009,569	7,027	-2.5%	Shares	Sole	2022-10-11
2022-06-30	$1,043,429	7,207	+7.5%	Shares	Sole	2022-08-15
2022-03-31	$1,091,775	6,705	+39.9%	Shares	Sole	2022-05-13
2021-12-31	$562,458	4,793	+3.4%	Shares	Sole	2022-02-11
2021-09-30	$470,423	4,637	-1.8%	Shares	Sole	2021-11-15
2021-06-30	$494,372	4,720	-20.1%	Shares	Sole	2021-08-16
2021-03-31	$619,204	5,909	+32.7%	Shares	Sole	2021-05-14
2020-12-31	$375,971	4,452	+16.4%	Shares	Sole	2021-02-11
2020-09-30	$275,328	3,824	-67.8%	Shares	Sole	2020-11-02
2020-06-30	$1,060,052	11,880	+14.2%	Shares	Sole	2020-08-14
2020-03-31	$753,656	10,401	—	Shares	Sole	2020-05-06
No filing history on record for this holder in this stock.