OneDigital Investment Advisors LLC

Position in CVX — Chevron Corp

CIK 1690370 OVERLAND PARK, KS

Position in CVX

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

Position Value

$13,168,968

-$3,977,662 QoQ

Shares Held

79,446

-4.1% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.47%

of 13F equity value

Holder Rank

#642

of 4,109 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

OneDigital Investment Advisors LLC holds $33,195,719 across 7 Oil & Gas Integrated names. CVX ranks #2 (39.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	XOM	ExxonMobil Holdings Corp	132,140	$18,066,180
2	CVX	Chevron Corp This page	79,446	$13,168,968
3	SHEL	Shell plc	9,444	$732,287
4	BP	Bp PLC	14,565	$538,176
5	PBR	Petrobras - Petroleo Brasileiro SA	15,406	$248,960
6	TTE	TotalEnergies SE	2,896	$225,192
7	NFG	National Fuel Gas Co	2,797	$215,956

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$13,168,968	79,446	-4.1%	Shares	Sole	2026-08-07
2026-03-31	$17,146,630	82,874	+0.8%	Shares	Sole	2026-05-08
2025-12-31	$12,524,596	82,177	+38.6%	Shares	Sole	2026-02-13
2025-09-30	$9,209,473	59,305	+2.8%	Shares	Sole	2025-11-10
2025-06-30	$8,260,631	57,690	-2.2%	Shares	Sole	2025-08-07
2025-03-31	$9,867,600	58,985	-2.4%	Shares	Sole	2025-04-29
2024-12-31	$8,753,115	60,433	-5.9%	Shares	Sole	2025-02-13
2024-09-30	$9,455,470	64,205	+0.2%	Shares	Sole	2024-11-06
2024-06-30	$10,021,360	64,067	+43.2%	Shares	Sole	2024-08-02
2024-03-31	$7,058,234	44,746	-4.8%	Shares	Sole	2024-05-10
2023-12-31	$7,009,028	46,990	+14.6%	Shares	Sole	2024-02-13
2023-09-30	$6,915,274	41,011	+5.0%	Shares	Sole	2023-11-14
2023-06-30	$6,144,044	39,047	-0.5%	Shares	Sole	2023-08-07
2023-03-31	$6,405,661	39,260	-0.2%	Shares	Sole	2023-05-10
2022-12-31	$7,058,264	39,324	+3.4%	Shares	Sole	2023-02-02
2022-09-30	$5,465,206	38,040	+7.6%	Shares	Sole	2022-11-08
2022-06-30	$5,120,433	35,367	+14.9%	Shares	Sole	2022-08-08
2022-03-31	$5,012,232	30,782	+29.2%	Shares	Sole	2022-05-05
2021-12-31	$2,795,158	23,819	+9.6%	Shares	Sole	2022-02-23
2021-09-30	$2,204,609	21,731	+16.0%	Shares	Sole	2021-11-05
2021-06-30	$1,961,989	18,732	+16.4%	Shares	Sole	2021-08-09
2021-03-31	$1,686,699	16,096	-4.9%	Shares	Sole	2021-05-10
2020-12-31	$1,429,315	16,925	-21.9%	Shares	Sole	2021-02-08
2020-09-30	$1,559,520	21,660	-23.4%	Shares	Sole	2020-10-09
2020-06-30	$2,523,780	28,284	+7.3%	Shares	Sole	2020-08-14
2020-03-31	$1,909,248	26,349	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.