Position in CVX
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$4,628,350
-$1,759,687 QoQ
Shares Held
27,922
-9.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.12%
of 13F equity value
Holder Rank
#1,180
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, 2026Sterling Investment Advisors, Ltd. holds $10,059,986 across 3 Oil & Gas Integrated names. CVX ranks #2 (46.0% of the industry book) .
All Filings in CVX
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,628,350 | 27,922 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $6,388,037 | 30,875 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $4,809,907 | 31,559 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $4,770,042 | 30,717 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $4,376,602 | 30,565 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $4,451,419 | 26,609 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $3,792,780 | 26,186 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $3,580,280 | 24,311 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $3,408,704 | 21,792 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $3,468,702 | 21,990 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $3,033,616 | 20,338 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $2,998,400 | 17,782 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $2,286,295 | 14,530 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $2,359,946 | 14,464 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $2,646,939 | 14,747 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $2,481,324 | 17,271 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $2,167,356 | 14,970 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $2,394,252 | 14,704 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $1,323,942 | 11,282 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $1,144,457 | 11,281 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $1,233,732 | 11,779 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $1,239,560 | 11,829 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $945,586 | 11,197 | Shares | Sole | 2021-01-21 | |
| 2020-09-30 | $769,968 | 10,694 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $953,957 | 10,691 | Shares | Sole | 2020-07-24 | |
| 2020-03-31 | $745,540 | 10,289 | Shares | Sole | 2020-04-30 | |
| No filing history on record for this holder in this stock. | ||||||