Crescent Grove Advisors, LLC

Position in CVX — Chevron Corp

CIK 1713520 LAKE FOREST, IL

Position in CVX

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$696,192

-$46,165 QoQ

Shares Held

4,200

+17.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

#2,710

of 4,109 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

Crescent Grove Advisors, LLC holds $2,677,445 across 4 Oil & Gas Integrated names. CVX ranks #2 (26.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	XOM	ExxonMobil Holdings Corp	10,144	$1,386,887
2	CVX	Chevron Corp This page	4,200	$696,192
3	SHEL	Shell plc	4,687	$363,429
4	BP	Bp PLC	6,250	$230,937

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$696,192	4,200	+17.1%	Shares	Sole	2026-08-10
2026-03-31	$742,357	3,588	-6.8%	Shares	Sole	2026-05-06
2025-12-31	$586,778	3,850	-7.4%	Shares	Sole	2026-02-11
2025-09-30	$645,695	4,158	+39.0%	Shares	Sole	2025-11-13
2025-06-30	$428,424	2,992	-14.3%	Shares	Sole	2025-08-13
2025-03-31	$584,176	3,492	-7.3%	Shares	Sole	2025-04-24
2024-12-31	$545,612	3,767	-10.8%	Shares	Sole	2025-01-21
2024-09-30	$622,215	4,225	-23.8%	Shares	Sole	2024-10-30
2024-06-30	$867,036	5,543	-0.6%	Shares	Sole	2024-07-22
2024-03-31	$879,242	5,574	+1.0%	Shares	Sole	2024-04-29
2023-12-31	$823,512	5,521	+18.3%	Shares	Sole	2024-01-30
2023-09-30	$787,118	4,668	+0.3%	Shares	Sole	2023-10-25
2023-06-30	$732,464	4,655	-10.5%	Shares	Sole	2023-07-13
2023-03-31	$848,758	5,202	-7.9%	Shares	Sole	2023-05-03
2022-12-31	$1,013,400	5,646	-7.0%	Shares	Sole	2023-01-12
2022-09-30	$872,220	6,071	+6.9%	Shares	Sole	2022-11-08
2022-06-30	$822,350	5,680	+13.0%	Shares	Sole	2022-07-20
2022-03-31	$818,546	5,027	-23.5%	Shares	Sole	2022-05-04
2021-12-31	$770,989	6,570	-5.4%	Shares	Sole	2022-01-24
2021-09-30	$704,367	6,943	-17.9%	Shares	Sole	2021-10-26
2021-06-30	$885,576	8,455	+78.2%	Shares	Sole	2021-07-26
2021-03-31	$497,228	4,745	-3.1%	Shares	Sole	2021-05-07
2020-12-31	$413,382	4,895	+25.1%	Shares	Sole	2021-02-01
2020-09-30	$281,736	3,913	+31.8%	Shares	Sole	2020-11-06
2020-06-30	$264,834	2,968	+5.3%	Shares	Sole	2020-08-03
2020-03-31	$204,192	2,818	—	Shares	Sole	2020-04-27
No filing history on record for this holder in this stock.