PERSONAL CFO SOLUTIONS, LLC

Position in CVX — Chevron Corp

CIK 1677501 CHESTER, NJ

Position in CVX

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$4,030,288

-$989,519 QoQ

Shares Held

24,314

+0.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.67%

of 13F equity value

Holder Rank

#1,261

of 4,099 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 3% Shared 0% None 97%

Energy · as of Jun 30, 2026

PERSONAL CFO SOLUTIONS, LLC holds $5,738,699 across 6 Oil & Gas Integrated names. CVX ranks #1 (70.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CVX	Chevron Corp This page	24,314	$4,030,288
2	SHEL	Shell plc	5,936	$460,277
3	PBR	Petrobras - Petroleo Brasileiro SA	27,920	$451,187
4	TTE	TotalEnergies SE	3,946	$306,840
5	E	Eni Spa	5,363	$251,310
6	EQNR	Equinor ASA	7,605	$238,797

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,030,288	24,314	+0.2%	Shares	Sole	2026-08-07
2026-03-31	$5,019,807	24,262	-3.7%	Shares	Sole	2026-04-30
2025-12-31	$3,839,055	25,189	+1.9%	Shares	Defined	2026-01-22
2025-09-30	$3,840,476	24,731	+35.6%	Shares	Defined	2025-11-10
2025-06-30	$2,612,358	18,244	+1.3%	Shares	Defined	2025-08-12
2025-03-31	$3,013,562	18,014	+2.9%	Shares	Defined	2025-04-30
2024-12-31	$2,535,713	17,507	+3.1%	Shares	Defined	2025-02-07
2024-09-30	$2,501,528	16,986	-2.6%	Shares	Defined	2024-11-14
2024-06-30	$2,727,339	17,436	-0.5%	Shares	Defined	2024-08-09
2024-03-31	$2,763,762	17,521	+4.4%	Shares	Defined	2024-05-13
2023-12-31	$2,503,650	16,785	+11.7%	Shares	Defined	2024-02-13
2023-09-30	$2,533,852	15,027	+4.1%	Shares	Defined	2023-11-13
2023-06-30	$2,270,717	14,431	+2.4%	Shares	Defined	2023-08-10
2023-03-31	$2,299,250	14,092	+2.7%	Shares	Defined	2023-05-09
2022-12-31	$2,464,038	13,728	+2.7%	Shares	Defined	2023-02-14
2022-09-30	$1,920,867	13,370	-0.5%	Shares	Defined	2022-11-01
2022-06-30	$1,946,132	13,442	+0.9%	Shares	Defined	2022-08-05
2022-03-31	$2,169,709	13,325	-6.4%	Shares	Defined	2022-05-02
2021-12-31	$1,671,416	14,243	+0.9%	Shares	Defined	2022-02-11
2021-09-30	$1,431,560	14,111	-0.9%	Shares	Defined	2021-11-18
2021-06-30	$1,490,869	14,234	+79.3%	Shares	Defined	2021-07-22
2021-03-31	$831,823	7,938	+3.6%	Shares	Defined	2021-04-21
2020-12-31	$647,055	7,662	-44.4%	Shares	Defined	2021-02-09
2020-09-30	$991,872	13,776	+69.0%	Shares	Defined	2020-11-02
2020-06-30	$727,492	8,153	-3.0%	Shares	Defined	2020-08-03
2020-03-31	$609,316	8,409	—	Shares	Defined	2020-04-30
No filing history on record for this holder in this stock.