Position in CVX
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$13,425,233
-$2,668,897 QoQ
Shares Held
80,992
+4.1% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
#636
of 4,109 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in CVX Over Time
Shares Held
Position Value (USD)
Derivatives in CVX
reported options exposure · as of Dec 31, 2020CallValue
$844
CallShares
10
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Oil & Gas Integrated
Energy · as of Jun 30, 2026Independent Advisor Alliance holds $54,194,480 across 9 Oil & Gas Integrated names. CVX ranks #2 (24.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XOM |
ExxonMobil Holdings Corp
|
251,295 | $34,357,052 | |
| 2 | CVX |
Chevron Corp
This page
|
80,992 | $13,425,233 | |
| 3 | SHEL |
Shell plc
|
32,536 | $2,522,840 | |
| 4 | BP |
Bp PLC
|
29,441 | $1,087,844 | |
| 5 | TTE |
TotalEnergies SE
|
12,545 | $975,498 | |
| 6 | EQNR |
Equinor ASA
|
27,007 | $848,019 | |
| 7 | PBR |
Petrobras - Petroleo Brasileiro SA
|
27,597 | $404,019 | |
| 8 | E |
Eni Spa
|
6,922 | $324,364 |
All Filings in CVX
Export CSV
27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,425,233 | 80,992 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $16,094,130 | 77,787 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $14,557,745 | 95,517 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $15,138,600 | 97,486 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $15,912,131 | 111,126 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $20,400,847 | 121,949 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $18,136,284 | 125,216 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $17,614,080 | 119,604 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $21,667,141 | 138,519 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $25,620,445 | 162,422 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $23,534,315 | 157,779 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $25,803,412 | 153,027 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $23,498,648 | 149,340 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $23,818,096 | 145,980 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $27,392,506 | 152,613 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $16,876,195 | 117,465 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $16,604,383 | 114,687 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $18,251,940 | 112,092 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $8,723,094 | 74,334 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $6,277,928 | 61,882 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $6,434,597 | 61,434 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $6,178,942 | 58,965 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $5,153,476 | 61,024 | Shares | Sole | 2021-02-11 | |
| 2020-12-31 | $844 | 10 | Call | Sole | 2021-02-11 | |
| 2020-09-30 | $4,011,840 | 55,720 | Shares | Sole | 2020-11-04 | |
| 2020-06-30 | $5,973,412 | 66,944 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $4,454,767 | 61,479 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||