Valeo Financial Advisors, LLC

Position in CVX — Chevron Corp

CIK 1722641 CARMEL, IN

Back to CVX Full portfolio

Position in CVX

as of Jun 30, 2026 · filed Jul 8, 2026 Compact

Position Value

$7,556,998

-$1,615,292 QoQ

Shares Held

45,590

+2.8% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.31%

of 13F equity value

Holder Rank

#862

of 4,099 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Common Shares in CVX Over Time

Shares Held

Position Value (USD)

Derivatives in CVX

reported options exposure · as of Dec 31, 2025

CallValue

$30,482

CallShares

200

PutValue

PutShares

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Oil & Gas Integrated

Energy · as of Jun 30, 2026

Valeo Financial Advisors, LLC holds $11,073,541 across 5 Oil & Gas Integrated names. CVX ranks #1 (68.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CVX	Chevron Corp This page	45,590	$7,556,998
2	SHEL	Shell plc	16,583	$1,285,845
3	BP	Bp PLC	24,444	$903,205
4	TTE	TotalEnergies SE	10,118	$786,775
5	SU	Suncor Energy Inc	10,073	$540,718

All Filings in CVX

Export CSV

30 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$7,556,998	45,590	+2.8%	Shares	Sole	2026-07-08
2026-03-31	$9,172,290	44,332	-9.6%	Shares	Sole	2026-05-08
2025-12-31	$30,482	200	0.0%	Call	Sole	2026-02-04
2025-12-31	$7,470,223	49,014	-2.9%	Shares	Sole	2026-02-04
2025-09-30	$31,058	200	-93.3%	Call	Sole	2025-11-03
2025-09-30	$7,837,952	50,473	+4.4%	Shares	Sole	2025-11-03
2025-06-30	$6,922,377	48,344	-2.5%	Shares	Sole	2025-09-12
2025-03-31	$8,295,743	49,589	+13.4%	Shares	Sole	2025-04-30
2024-12-31	$6,331,825	43,716	-2.7%	Shares	Sole	2025-01-30
2024-09-30	$6,619,491	44,948	-3.6%	Shares	Sole	2024-10-10
2024-06-30	$7,296,680	46,648	-5.4%	Shares	Sole	2024-07-10
2024-03-31	$7,781,629	49,332	+2.2%	Shares	Sole	2024-04-25
2023-12-31	$7,203,234	48,292	+13.1%	Shares	Sole	2024-01-29
2023-09-30	$7,202,097	42,712	-27.8%	Shares	Sole	2023-10-20
2023-06-30	$9,305,993	59,142	+8.3%	Shares	Sole	2023-07-14
2023-03-31	$8,907,720	54,595	+0.8%	Shares	Sole	2023-04-17
2022-12-31	$9,722,434	54,167	+2.8%	Shares	Sole	2023-02-09
2022-09-30	$7,568,104	52,677	+54.2%	Shares	Sole	2022-10-31
2022-06-30	$4,944,526	34,152	-15.1%	Shares	Sole	2022-08-03
2022-03-31	$6,551,790	40,237	-12.6%	Shares	Sole	2022-04-28
2021-12-31	$5,404,084	46,051	+0.1%	Shares	Sole	2022-01-07
2021-09-30	$4,667,917	46,012	+28.2%	Shares	Sole	2021-11-02
2021-06-30	$3,759,851	35,897	+3.5%	Shares	Sole	2021-07-22
2021-03-31	$3,634,326	34,682	+7.4%	Shares	Sole	2021-04-12
2020-12-31	$2,728,326	32,307	+11.3%	Shares	Sole	2021-02-11
2020-09-30	$2,090,376	29,033	+11.9%	Shares	Sole	2020-10-28
2020-09-30	$216,000	3,000	+200.0%	Call	Sole	2020-10-28
2020-06-30	$2,314,983	25,944	+15.5%	Shares	Sole	2020-07-20
2020-03-31	$72,460	1,000	—	Call	Sole	2020-04-13
2020-03-31	$1,627,886	22,466	—	Shares	Sole	2020-04-13
No filing history on record for this holder in this stock.