Position in CVX
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$87,642,909
+$15,414,979 QoQ
Shares Held
528,734
+51.5% QoQ
Ownership
0.027%
of shares outstanding
% of Portfolio
0.78%
of 13F equity value
Holder Rank
#212
of 4,109 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CVX Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Integrated
Energy · as of Jun 30, 2026AE Wealth Management LLC holds $93,126,139 across 7 Oil & Gas Integrated names. CVX ranks #1 (94.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVX |
Chevron Corp
This page
|
528,734 | $87,642,909 | |
| 2 | TTE |
TotalEnergies SE
|
24,862 | $1,933,263 | |
| 3 | SHEL |
Shell plc
|
14,501 | $1,124,402 | |
| 4 | NFG |
National Fuel Gas Co
|
12,706 | $981,011 | |
| 5 | BP |
Bp PLC
|
26,159 | $966,569 | |
| 6 | SU |
Suncor Energy Inc
|
4,975 | $267,053 | |
| 7 | IMO |
Imperial Oil Ltd
|
1,883 | $210,932 |
All Filings in CVX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $87,642,909 | 528,734 | Shares | Other | 2026-08-03 | |
| 2026-03-31 | $72,227,930 | 349,096 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $80,868,404 | 530,598 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $73,084,724 | 470,634 | Shares | Other | 2025-11-03 | |
| 2025-06-30 | $60,624,042 | 423,382 | Shares | Other | 2025-08-06 | |
| 2025-03-31 | $56,692,717 | 338,889 | Shares | Other | 2025-05-06 | |
| 2024-12-31 | $46,088,790 | 318,205 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $44,294,089 | 300,768 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $51,871,988 | 331,620 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $55,744,831 | 353,397 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $82,147,930 | 550,737 | Shares | Other | 2024-02-14 | |
| 2023-09-30 | $78,263,286 | 464,140 | Shares | Other | 2023-10-11 | |
| 2023-06-30 | $67,040,697 | 426,061 | Shares | Other | 2023-07-10 | |
| 2023-03-31 | $87,761,969 | 537,889 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $87,278,986 | 486,261 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $55,600,146 | 386,999 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $55,171,314 | 381,070 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $60,289,110 | 370,258 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $39,128,362 | 333,433 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $34,762,248 | 342,654 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $32,362,984 | 308,984 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $28,119,243 | 268,339 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $22,606,504 | 267,691 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $17,085,096 | 237,293 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $21,134,393 | 236,853 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $13,629,798 | 188,101 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||