Successful Portfolios LLC

Position in CVX — Chevron Corp

CIK 1721780 CLEARWATER, FL

Position in CVX

as of Jun 30, 2026 · filed Jul 14, 2026 Compact

Position Value

$774,596

-$192,454 QoQ

Shares Held

4,673

-0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.67%

of 13F equity value

Holder Rank

#2,615

of 4,105 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Energy · as of Jun 30, 2026

Successful Portfolios LLC holds $2,294,312 across 4 Oil & Gas Integrated names. CVX ranks #2 (33.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	XOM	ExxonMobil Holdings Corp	7,209	$985,614
2	CVX	Chevron Corp This page	4,673	$774,596
3	SHEL	Shell plc	3,804	$294,962
4	BP	Bp PLC	6,472	$239,140

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$774,596	4,673	-0.0%	Shares	Sole	2026-07-14
2026-03-31	$967,050	4,674	-2.3%	Shares	Sole	2026-04-13
2025-12-31	$729,281	4,785	+2.7%	Shares	Sole	2026-01-23
2025-09-30	$723,340	4,658	+33.2%	Shares	Sole	2025-10-15
2025-06-30	$500,592	3,496	+1.8%	Shares	Sole	2025-07-21
2025-03-31	$574,306	3,433	+2.9%	Shares	Sole	2025-04-11
2024-12-31	$483,331	3,337	0.0%	Shares	Sole	2025-01-16
2024-09-30	$491,439	3,337	+1.0%	Shares	Sole	2024-10-09
2024-06-30	$516,968	3,305	-22.0%	Shares	Sole	2024-07-12
2024-03-31	$668,028	4,235	-13.5%	Shares	Sole	2024-04-18
2023-12-31	$730,436	4,897	+15.9%	Shares	Sole	2024-01-18
2023-09-30	$712,588	4,226	+1.3%	Shares	Sole	2023-10-11
2023-06-30	$656,621	4,173	-25.5%	Shares	Sole	2023-07-20
2023-03-31	$914,185	5,603	-3.2%	Shares	Sole	2023-04-24
2022-12-31	$1,038,529	5,786	+7.3%	Shares	Sole	2023-01-27
2022-09-30	$774,381	5,390	-0.5%	Shares	Sole	2022-10-12
2022-06-30	$783,983	5,415	+2.6%	Shares	Sole	2022-07-22
2022-03-31	$859,742	5,280	+0.5%	Shares	Sole	2022-04-21
2021-12-31	$616,556	5,254	+0.1%	Shares	Sole	2022-01-26
2021-09-30	$532,713	5,251	+14.3%	Shares	Sole	2021-10-14
2021-06-30	$481,385	4,596	+0.9%	Shares	Sole	2021-07-23
2021-03-31	$477,423	4,556	+2.6%	Shares	Sole	2021-04-20
2020-12-31	$375,042	4,441	+17.5%	Shares	Sole	2021-02-02
2020-09-30	$272,160	3,780	+22.2%	Shares	Sole	2020-10-13
2020-06-30	$275,988	3,093	-1.3%	Shares	Sole	2020-07-13
2020-03-31	$227,089	3,134	—	Shares	Sole	2020-04-23
No filing history on record for this holder in this stock.