Position in CVX
as of Mar 31, 2026
· filed Apr 20, 2026
Position Value
$7,674,127
+$2,469,783 QoQ
Shares Held
37,091
+8.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 3%
Shared 0%
None 97%
Common Shares in CVX Over Time
Shares Held
Position Value (USD)
Derivatives in CVX
reported options exposure · as of Dec 31, 2021CallValue
$82,145
CallShares
700
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 Mar 31, 2026RITHOLTZ WEALTH MANAGEMENT holds $70,931,794 across 11 Oil & Gas Integrated names. CVX ranks #3 (10.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XOM |
ExxonMobil Holdings Corp
|
103,517 | $17,562,694 | |
| 2 | EQNR |
Equinor ASA
|
201,891 | $8,519,800 | |
| 3 | CVX |
Chevron Corp
This page
|
37,091 | $7,674,127 | |
| 4 | SHEL |
Shell plc
|
79,868 | $7,427,724 | |
| 5 | IMO |
Imperial Oil Ltd
|
54,799 | $7,168,805 | |
| 6 | SU |
Suncor Energy Inc
|
87,753 | $5,801,350 | |
| 7 | BP |
Bp PLC
|
109,418 | $5,142,646 | |
| 8 | TTE |
TotalEnergies SE
|
47,916 | $4,359,397 |
All Filings in CVX
Export CSV
27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $7,674,127 | 37,091 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $5,204,344 | 34,147 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $5,423,192 | 34,923 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $4,564,324 | 31,876 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $4,755,552 | 28,427 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $3,101,024 | 21,410 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $2,885,608 | 19,594 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $3,297,490 | 21,081 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $3,481,795 | 22,073 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $3,598,037 | 24,122 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $4,695,392 | 27,846 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $4,323,978 | 27,480 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $4,387,046 | 26,888 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $4,818,768 | 26,847 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $5,788,320 | 40,289 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $3,646,284 | 25,185 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $3,773,910 | 23,177 | Shares | Sole | 2022-04-14 | |
| 2021-12-31 | $2,260,395 | 19,262 | Shares | Sole | 2022-01-18 | |
| 2021-12-31 | $82,145 | 700 | Call | Sole | 2022-01-18 | |
| 2021-09-30 | $1,985,477 | 19,571 | Shares | Sole | 2021-10-14 | |
| 2021-06-30 | $1,969,845 | 18,807 | Shares | Sole | 2021-07-20 | |
| 2021-03-31 | $1,748,316 | 16,684 | Shares | Sole | 2021-05-12 | |
| 2021-03-31 | $209,580 | 2,000 | Call | Sole | 2021-05-12 | |
| 2020-12-31 | $917,887 | 10,869 | Shares | Sole | 2021-01-19 | |
| 2020-09-30 | $656,640 | 9,120 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $820,648 | 9,197 | Shares | Sole | 2020-07-15 | |
| 2020-03-31 | $473,091 | 6,529 | Shares | Sole | 2020-04-09 | |
| No filing history on record for this holder in this stock. | ||||||