Position in CVX
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$6,541,215
+$515,084 QoQ
Shares Held
39,462
-0.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.49%
of 13F equity value
Holder Rank
#947
of 4,108 holders
Holding Since
Dec 2021
18 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CVX Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Integrated
Energy · as of Jun 30, 2026EverSource Wealth Advisors, LLC holds $9,358,012 across 14 Oil & Gas Integrated names. CVX ranks #1 (69.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVX |
Chevron Corp
This page
|
39,462 | $6,541,215 | |
| 2 | SHEL |
Shell plc
|
8,419 | $652,803 | |
| 3 | TTE |
TotalEnergies SE
|
6,767 | $526,197 | |
| 4 | BP |
Bp PLC
|
10,910 | $403,120 | |
| 5 | IMO |
Imperial Oil Ltd
|
2,516 | $281,839 | |
| 6 | E |
Eni Spa
|
5,098 | $238,888 | |
| 7 | NFG |
National Fuel Gas Co
|
2,612 | $201,667 | |
| 8 | SU |
Suncor Energy Inc
|
2,943 | $157,975 |
All Filings in CVX
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,541,215 | 39,462 | Shares | Sole | 2026-07-24 | |
| 2025-12-31 | $6,026,131 | 39,539 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $5,938,285 | 38,240 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $6,472,041 | 45,199 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $10,940,762 | 65,400 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $9,724,699 | 67,141 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $9,903,313 | 67,246 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $11,363,753 | 72,649 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $10,289,060 | 65,228 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 | $6,876,869 | 46,104 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $7,411,182 | 43,952 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $6,752,515 | 42,914 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $6,288,999 | 38,545 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $6,668,768 | 37,154 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $1,507,669 | 10,494 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $1,140,140 | 7,875 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $975,185 | 5,989 | Shares | Sole | 2022-05-25 | |
| 2021-12-31 | $527,839 | 4,498 | Shares | Sole | 2022-02-17 | |
| No filing history on record for this holder in this stock. | ||||||