Phoenix Financial Ltd.

Position in CVX — Chevron Corp

CIK 1679543 Givatayim, L3

Position in CVX

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

Position Value

$1,277,512

-$1,846,884 QoQ

Shares Held

7,707

-49.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#2,129

of 4,105 holders

Holding Since

Mar 2020

15 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Energy · as of Jun 30, 2026

Phoenix Financial Ltd. holds $26,007,678 across 6 Oil & Gas Integrated names. CVX ranks #5 (4.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	XOM	ExxonMobil Holdings Corp	138,000	$18,867,359
2	BP	Bp PLC	60,000	$2,217,000
3	SHEL	Shell plc	24,500	$1,899,730
4	CVE	Cenovus Energy Inc.	60,477	$1,500,434
5	CVX	Chevron Corp This page	7,707	$1,277,512
6	TTE	TotalEnergies SE	3,159	$245,643

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,277,512	7,707	-49.0%	Shares	Sole	2026-08-11
2026-03-31	$3,124,396	15,101	-67.0%	Shares	Sole	2026-05-11
2025-12-31	$6,983,121	45,818	-2.8%	Shares	Sole	2026-02-05
2025-09-30	$7,323,476	47,160	+19.4%	Shares	Sole	2025-11-13
2025-06-30	$5,656,576	39,504	-21.0%	Shares	Sole	2025-07-30
2025-03-31	$8,366,005	50,009	-0.7%	Shares	Sole	2025-05-07
2024-12-31	$7,293,852	50,358	-17.1%	Shares	Sole	2025-02-13
2024-09-30	$8,949,155	60,767	+10.5%	Shares	Sole	2024-11-05
2024-06-30	$8,600,284	54,982	-0.3%	Shares	Sole	2024-08-12
2024-03-31	$8,699,360	55,150	+119.5%	Shares	Sole	2024-05-15
2023-12-31	$3,748,240	25,129	+502.5%	Shares	Sole	2024-02-14
2023-03-31	$680,540	4,171	-98.1%	Shares	Defined	2023-05-11
2020-09-30	$15,764,400	218,950	+4.4%	Shares	Sole	2020-11-10
2020-06-30	$18,709,388	209,676	+914.4%	Shares	Sole	2020-08-10
2020-03-31	$1,497,675	20,669	—	Shares	Sole	2020-05-20
No filing history on record for this holder in this stock.