Legacy Bridge, LLC

Position in CVX — Chevron Corp

CIK 1689144 WEST DES MOINES, IA

Position in CVX

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$1,430,840

-$384,086 QoQ

Shares Held

8,632

-1.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.51%

of 13F equity value

Holder Rank

#2,044

of 4,109 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 99% Shared 0% None 1%

Energy · as of Jun 30, 2026

Legacy Bridge, LLC holds $4,977,743 across 5 Oil & Gas Integrated names. CVX ranks #3 (28.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	XOM	ExxonMobil Holdings Corp	14,237	$1,946,482
2	NFG	National Fuel Gas Co	19,292	$1,489,535
3	CVX	Chevron Corp This page	8,632	$1,430,840
4	SU	Suncor Energy Inc	1,199	$64,362
5	SHEL	Shell plc	600	$46,524

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,430,840	8,632	-1.6%	Shares	Sole	2026-08-13
2026-03-31	$1,814,926	8,772	-0.0%	Shares	Sole	2026-05-14
2025-12-31	$1,337,245	8,774	+0.2%	Shares	Sole	2026-01-23
2025-09-30	$1,359,253	8,753	-1.2%	Shares	Sole	2025-11-12
2025-06-30	$1,268,377	8,858	0.0%	Shares	Sole	2025-08-06
2025-03-31	$1,481,854	8,858	+2.3%	Shares	Sole	2025-05-08
2024-12-31	$1,254,024	8,658	0.0%	Shares	Sole	2025-01-22
2024-09-30	$1,275,063	8,658	0.0%	Shares	Sole	2024-11-07
2024-06-30	$1,354,284	8,658	+0.2%	Shares	Sole	2024-08-06
2024-03-31	$1,362,558	8,638	-9.2%	Shares	Sole	2024-04-25
2023-12-31	$1,418,213	9,508	-2.6%	Shares	Sole	2024-01-17
2023-09-30	$1,645,393	9,758	0.0%	Shares	Sole	2023-10-11
2023-06-30	$1,535,421	9,758	+3.0%	Shares	Sole	2023-07-11
2023-03-31	$1,546,430	9,478	+2.8%	Shares	Sole	2023-04-24
2022-12-31	$1,654,538	9,218	+5.3%	Shares	Sole	2023-01-11
2022-09-30	$1,257,687	8,754	0.0%	Shares	Sole	2022-11-02
2022-06-30	$1,267,404	8,754	0.0%	Shares	Sole	2022-07-21
2022-03-31	$1,425,413	8,754	-1.5%	Shares	Sole	2022-04-28
2021-12-31	$1,042,537	8,884	+1.9%	Shares	Sole	2022-01-18
2021-09-30	$884,542	8,719	-1.7%	Shares	Sole	2021-10-26
2021-06-30	$928,939	8,869	+147.8%	Shares	Sole	2021-08-03
2021-03-31	$375,043	3,579	+65.9%	Shares	Sole	2021-04-29
2020-12-31	$182,158	2,157	0.0%	Shares	Sole	2021-02-02
2020-09-30	$155,304	2,157	-1.3%	Shares	Sole	2020-10-19
2020-06-30	$194,967	2,185	-8.9%	Shares	Sole	2020-08-04
2020-03-31	$173,831	2,399	—	Shares	Sole	2020-05-01
No filing history on record for this holder in this stock.