Mascoma Wealth Management LLC

Position in CVX — Chevron Corp

CIK 1695664 HANOVER, NH

Position in CVX

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$49,396

-$11,225 QoQ

Shares Held

298

+1.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

#4,015

of 4,109 holders

Holding Since

Mar 2021

21 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Energy · as of Jun 30, 2026

Mascoma Wealth Management LLC holds $54,438 across 3 Oil & Gas Integrated names. CVX ranks #1 (90.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CVX	Chevron Corp This page	298	$49,396
2	SHEL	Shell plc	54	$4,187
3	TTE	TotalEnergies SE	11	$855

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$49,396	298	+1.7%	Shares	Sole	2026-07-24
2026-03-31	$60,621	293	0.0%	Shares	Sole	2026-04-30
2025-12-31	$44,656	293	-83.4%	Shares	Sole	2026-02-04
2025-09-30	$274,242	1,766	-1.7%	Shares	Sole	2025-10-28
2025-06-30	$257,312	1,797	0.0%	Shares	Sole	2025-07-22
2025-03-31	$300,620	1,797	-3.3%	Shares	Sole	2025-04-24
2024-12-31	$269,112	1,858	+5.2%	Shares	Sole	2025-02-10
2024-09-30	$260,078	1,766	0.0%	Shares	Sole	2024-11-05
2024-06-30	$276,237	1,766	+149.4%	Shares	Sole	2024-08-02
2024-03-31	$111,679	708	-4.5%	Shares	Sole	2024-05-02
2023-12-31	$110,527	741	-1.6%	Shares	Sole	2024-01-24
2023-09-30	$126,970	753	+1.6%	Shares	Sole	2023-10-13
2023-06-30	$116,596	741	-12.5%	Shares	Sole	2023-08-09
2023-03-31	$138,196	847	0.0%	Shares	Sole	2023-05-01
2022-12-31	$152,028	847	-5.8%	Shares	Sole	2023-01-24
2022-09-30	$129,159	899	-1.4%	Shares	Sole	2022-10-18
2022-06-30	$132,039	912	+1.4%	Shares	Sole	2022-07-14
2022-03-31	$146,384	899	+10.4%	Shares	Sole	2022-04-25
2021-12-31	$95,522	814	0.0%	Shares	Sole	2022-01-21
2021-09-30	$82,580	814	+19.0%	Shares	Sole	2021-10-06
2021-03-31	$71,676	684	—	Shares	Sole	2021-04-26
No filing history on record for this holder in this stock.