Position in CVX
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$53,683,033
-$53,296,060 QoQ
Shares Held
323,860
-37.4% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
0.46%
of 13F equity value
Holder Rank
#275
of 4,099 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CVX Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Integrated
Energy · as of Jun 30, 2026Steward Partners Investment Advisory, LLC holds $143,797,975 across 17 Oil & Gas Integrated names. CVX ranks #2 (37.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XOM |
ExxonMobil Holdings Corp
|
550,566 | $75,273,383 | |
| 2 | CVX |
Chevron Corp
This page
|
323,860 | $53,683,033 | |
| 3 | SHEL |
Shell plc
|
52,352 | $4,059,374 | |
| 4 | BP |
Bp PLC
|
84,620 | $3,126,709 | |
| 5 | TTE |
TotalEnergies SE
|
26,369 | $2,050,453 | |
| 6 | PBR |
Petrobras - Petroleo Brasileiro SA
|
117,913 | $1,901,590 | |
| 7 | SU |
Suncor Energy Inc
|
27,985 | $1,502,234 | |
| 8 | NFG |
National Fuel Gas Co
|
11,428 | $882,355 |
All Filings in CVX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $53,683,033 | 323,860 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $106,979,093 | 517,057 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $75,364,001 | 494,482 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $73,481,209 | 473,187 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $35,600,470 | 248,624 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $41,373,995 | 247,319 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $35,652,510 | 246,151 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $40,074,523 | 272,116 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $49,296,075 | 315,152 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $50,369,694 | 319,321 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $39,853,612 | 267,187 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $39,994,471 | 237,187 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $35,438,209 | 225,219 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $31,069,906 | 190,426 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $35,088,679 | 195,491 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $27,780,318 | 193,362 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $31,337,775 | 216,451 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $35,605,059 | 218,664 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $23,205,493 | 197,746 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $16,666,916 | 164,287 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $18,678,912 | 178,336 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $18,424,282 | 175,821 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $13,422,820 | 158,944 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $11,158,560 | 154,980 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $12,883,741 | 144,388 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $9,184,739 | 126,756 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||