Belpointe Asset Management LLC

Position in CVX — Chevron Corp

CIK 1721242 RENO, NV

Position in CVX

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$6,068,142

-$1,360,602 QoQ

Shares Held

36,608

+2.0% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.45%

of 13F equity value

Holder Rank

#993

of 4,109 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 84% Shared 16% None 0%

Energy · as of Jun 30, 2026

Belpointe Asset Management LLC holds $17,906,239 across 8 Oil & Gas Integrated names. CVX ranks #2 (33.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	XOM	ExxonMobil Holdings Corp	69,014	$9,435,594
2	CVX	Chevron Corp This page	36,608	$6,068,142
3	SU	Suncor Energy Inc	12,500	$671,000
4	SHEL	Shell plc	7,536	$584,341
5	IMO	Imperial Oil Ltd	4,441	$497,480
6	EQNR	Equinor ASA	7,260	$227,964
7	BP	Bp PLC	5,788	$213,866
8	TTE	TotalEnergies SE	2,673	$207,852

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,068,142	36,608	+2.0%	Shares	Other	2026-07-31
2026-03-31	$7,428,744	35,905	+22.4%	Shares	Other	2026-04-28
2025-12-31	$4,469,728	29,327	-7.3%	Shares	Other	2026-01-27
2025-09-30	$4,915,394	31,653	+28.9%	Shares	Other	2025-11-03
2025-06-30	$3,515,457	24,551	+6.4%	Shares	Other	2025-07-22
2025-03-31	$3,861,555	23,083	+5.5%	Shares	Other	2025-05-20
2024-12-31	$3,170,257	21,888	+7.0%	Shares	Other	2025-02-13
2024-09-30	$3,011,229	20,447	-29.7%	Shares	Other	2024-11-13
2024-06-30	$4,549,475	29,085	+29.9%	Shares	Other	2024-08-02
2024-03-31	$3,532,587	22,395	-0.6%	Shares	Other	2024-05-08
2023-12-31	$3,362,215	22,541	-9.6%	Shares	Other	2024-02-13
2023-09-30	$4,202,516	24,923	+19.6%	Shares	Other	2023-11-15
2023-06-30	$3,280,118	20,846	-44.9%	Shares	Sole	2023-08-15
2023-03-31	$6,173,321	37,836	-3.6%	Shares	Sole	2023-05-15
2022-12-31	$7,043,367	39,241	+1.8%	Shares	Sole	2023-02-08
2022-09-30	$5,535,605	38,530	-24.7%	Shares	Sole	2022-11-14
2022-06-30	$7,408,971	51,174	+50.0%	Shares	Sole	2022-08-02
2022-03-31	$5,556,899	34,127	+9.9%	Shares	Sole	2022-04-28
2021-12-31	$3,644,421	31,056	-54.6%	Shares	Sole	2022-02-15
2021-09-30	$6,944,353	68,451	+2.4%	Shares	Sole	2021-11-15
2021-06-30	$7,004,592	66,876	+147.7%	Shares	Sole	2021-08-09
2021-03-31	$2,829,015	26,997	+20.4%	Shares	Sole	2021-05-14
2020-12-31	$1,894,297	22,431	+7.6%	Shares	Sole	2021-02-16
2020-09-30	$1,500,840	20,845	-27.8%	Shares	Sole	2020-11-13
2020-06-30	$2,574,999	28,858	+40.9%	Shares	Sole	2020-07-20
2020-03-31	$1,483,835	20,478	—	Shares	Sole	2020-07-20
No filing history on record for this holder in this stock.