Position in CVX
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$10,056,161
-$3,633,377 QoQ
Shares Held
60,667
-8.3% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.75%
of 13F equity value
Holder Rank
#746
of 4,109 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 88%
Shared 12%
None 0%
Common Shares in CVX Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Integrated
Energy · as of Jun 30, 2026Venturi Wealth Management, LLC holds $34,406,374 across 7 Oil & Gas Integrated names. CVX ranks #2 (29.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XOM |
ExxonMobil Holdings Corp
|
104,390 | $14,272,200 | |
| 2 | CVX |
Chevron Corp
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|
60,667 | $10,056,161 | |
| 3 | TTE |
TotalEnergies SE
|
110,623 | $8,602,043 | |
| 4 | CVE |
Cenovus Energy Inc.
|
18,109 | $449,283 | |
| 5 | SHEL |
Shell plc
|
5,239 | $406,231 | |
| 6 | E |
Eni Spa
|
8,073 | $378,300 | |
| 7 | EQNR |
Equinor ASA
|
7,712 | $242,156 |
All Filings in CVX
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,056,161 | 60,667 | Shares | Other | 2026-07-20 | |
| 2026-03-31 | $13,689,538 | 66,165 | Shares | Other | 2026-04-21 | |
| 2025-12-31 | $11,879,139 | 77,942 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $6,643,460 | 42,781 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $5,511,239 | 38,489 | Shares | Other | 2025-07-23 | |
| 2025-03-31 | $6,270,697 | 37,484 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $4,811,439 | 33,219 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $4,278,929 | 29,055 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $4,204,568 | 26,880 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $3,780,081 | 23,964 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $2,878,787 | 19,300 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $3,134,139 | 18,587 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $2,418,311 | 15,369 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $2,140,658 | 13,120 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $2,362,267 | 13,161 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $1,624,906 | 11,310 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,755,022 | 12,122 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $1,874,336 | 11,511 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $1,449,037 | 12,348 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $2,055,782 | 20,264 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $2,436,670 | 23,264 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $2,502,384 | 23,880 | Shares | Sole | 2021-04-22 | |
| 2020-12-31 | $1,731,984 | 20,509 | Shares | Sole | 2021-01-28 | |
| 2020-09-30 | $1,097,136 | 15,238 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $864,638 | 9,690 | Shares | Sole | 2020-08-05 | |
| No filing history on record for this holder in this stock. | ||||||