Strategic Wealth Partners, Ltd.

Position in CVX — Chevron Corp

CIK 1720777 INDEPENDENCE, OH

Position in CVX

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$873,555

-$215,773 QoQ

Shares Held

5,270

+0.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#2,500

of 4,109 holders

Holding Since

Mar 2020

21 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Energy · as of Jun 30, 2026

Strategic Wealth Partners, Ltd. holds $8,007,107 across 7 Oil & Gas Integrated names. CVX ranks #2 (10.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	XOM	ExxonMobil Holdings Corp	50,735	$6,936,489
2	CVX	Chevron Corp This page	5,270	$873,555
3	SHEL	Shell plc	1,597	$123,831
4	BP	Bp PLC	1,218	$45,005
5	E	Eni Spa	291	$13,636
6	SU	Suncor Energy Inc	253	$13,581
7	TTE	TotalEnergies SE	13	$1,010

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$873,555	5,270	+0.1%	Shares	Sole	2026-08-12
2026-03-31	$1,089,328	5,265	+13.4%	Shares	Sole	2026-05-12
2025-12-31	$707,639	4,643	+39.0%	Shares	Sole	2026-05-12
2025-09-30	$518,668	3,340	-65.8%	Shares	Sole	2025-11-14
2025-06-30	$1,396,532	9,753	+20.1%	Shares	Sole	2025-08-11
2024-12-31	$1,175,811	8,118	-5.6%	Shares	Sole	2025-02-14
2024-09-30	$1,266,963	8,603	-1.2%	Shares	Sole	2024-10-08
2024-06-30	$1,362,574	8,711	+28.4%	Shares	Sole	2024-10-08
2024-03-31	$1,069,792	6,782	+15.3%	Shares	Sole	2024-05-20
2023-12-31	$877,657	5,884	-19.7%	Shares	Sole	2024-05-20
2023-09-30	$1,236,153	7,331	-14.3%	Shares	Sole	2024-05-20
2023-06-30	$1,345,971	8,554	+21.4%	Shares	Sole	2024-05-20
2023-03-31	$1,149,299	7,044	+55.2%	Shares	Sole	2023-04-24
2022-12-31	$814,525	4,538	+13.9%	Shares	Sole	2023-04-24
2022-09-30	$572,237	3,983	+66.1%	Shares	Sole	2023-04-24
2022-06-30	$347,182	2,398	-12.6%	Shares	Sole	2022-08-22
2022-03-31	$446,805	2,744	-18.2%	Shares	Sole	2022-05-19
2021-12-31	$393,591	3,354	+23.9%	Shares	Sole	2022-02-11
2021-09-30	$274,523	2,706	-7.2%	Shares	Sole	2021-11-12
2020-06-30	$260,283	2,917	-76.0%	Shares	Sole	2020-08-11
2020-03-31	$881,113	12,160	—	Shares	Sole	2020-05-07
No filing history on record for this holder in this stock.