IBEX WEALTH ADVISORS

Position in CVX — Chevron Corp

CIK 1686242 BEDMINSTER, NJ

Position in CVX

as of Mar 31, 2026 · filed Apr 30, 2026 Compact

Position Value

$11,702,057

+$3,711,963 QoQ

Shares Held

56,559

+7.9% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

1.22%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2020

19 quarters on record

Voting authority Sole 11.93069306930693.ToString("F0")% Shared 0.ToString("F0")% None 88.06930693069307.ToString("F0")%

Energy · as of Mar 31, 2026

IBEX WEALTH ADVISORS holds $50,560,636 across 4 Oil & Gas Integrated names. CVX ranks #3 (23.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	XOM	Exxon Mobil Corp	88,566	$15,026,107
2	SHEL	Shell plc	161,017	$14,974,581
3	CVX	Chevron Corp This page	56,559	$11,702,057
4	NFG	National Fuel Gas Co	94,273	$8,857,891

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$11,702,057	56,559	+7.9%	Shares	Sole	2026-04-30
2025-12-31	$7,990,094	52,425	+2.9%	Shares	Sole	2026-02-17
2025-09-30	$7,914,820	50,968	+1.1%	Shares	Sole	2025-11-12
2025-06-30	$7,216,489	50,398	+5.8%	Shares	Sole	2025-08-07
2025-03-31	$7,969,695	47,640	+2.6%	Shares	Sole	2025-04-15
2024-12-31	$6,724,052	46,424	-20.8%	Shares	Sole	2025-01-23
2024-09-30	$8,637,238	58,649	+37.6%	Shares	Sole	2024-11-04
2024-06-30	$6,665,994	42,616	-33.8%	Shares	Sole	2024-08-06
2024-03-31	$10,155,143	64,379	+153183.3%	Shares	Sole	2024-04-18
2023-12-31	$6,264	42	-99.9%	Shares	Sole	2024-01-29
2023-09-30	$7,147,633	42,389	+0.9%	Shares	Sole	2023-11-07
2023-03-31	$6,855,820	42,019	-34.7%	Shares	Sole	2023-05-15
2022-12-31	$11,555,386	64,379	-1.1%	Shares	Sole	2023-02-06
2022-09-30	$9,349,325	65,075	-0.2%	Shares	Sole	2022-10-31
2022-06-30	$9,437,194	65,183	-15.8%	Shares	Sole	2022-08-16
2022-03-31	$12,604,995	77,412	+48.8%	Shares	Sole	2022-05-16
2021-12-31	$6,103,490	52,011	+2.8%	Shares	Sole	2022-02-22
2021-09-30	$5,132,862	50,595	+64.4%	Shares	Sole	2021-11-12
2020-12-31	$2,599,202	30,778	—	Shares	Sole	2021-01-22
No filing history on record for this holder in this stock.