Position in CVX
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$5,503,895
+$74,633 QoQ
Shares Held
33,204
+26.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
#1,052
of 4,109 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CVX Over Time
Shares Held
Position Value (USD)
Derivatives in CVX
reported options exposure · as of Sep 30, 2024CallValue
$43,712
CallShares
3,000
PutValue
$0
PutShares
0
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, 2026Larson Financial Group LLC holds $19,958,845 across 17 Oil & Gas Integrated names. CVX ranks #2 (27.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XOM |
ExxonMobil Holdings Corp
|
57,736 | $7,893,665 | |
| 2 | CVX |
Chevron Corp
This page
|
33,204 | $5,503,895 | |
| 3 | BP |
Bp PLC
|
145,889 | $5,390,598 | |
| 4 | SHEL |
Shell plc
|
9,089 | $704,761 | |
| 5 | TTE |
TotalEnergies SE
|
1,670 | $129,859 | |
| 6 | PBR |
Petrobras - Petroleo Brasileiro SA
|
8,043 | $125,387 | |
| 7 | E |
Eni Spa
|
1,808 | $84,722 | |
| 8 | NFG |
National Fuel Gas Co
|
584 | $45,090 |
All Filings in CVX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,503,895 | 33,204 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $5,429,262 | 26,241 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $3,979,882 | 26,113 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $3,285,004 | 21,154 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $3,094,335 | 21,610 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $3,801,330 | 22,723 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $3,249,340 | 22,434 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $43,712 | 3,000 | Call | Sole | 2024-11-12 | |
| 2024-09-30 | $2,412,135 | 16,379 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,325,033 | 8,471 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $854,635 | 5,418 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $729,541 | 4,891 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $726,077 | 4,306 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $786,120 | 4,996 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $923,485 | 5,660 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $842,346 | 4,693 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $772,657 | 5,378 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $736,206 | 5,085 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $728,827 | 4,476 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $523,733 | 4,463 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $139,899 | 1,379 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $124,431 | 1,188 | Shares | Sole | 2021-08-10 | |
| 2020-12-31 | $103,789 | 1,229 | Shares | Sole | 2021-01-14 | |
| 2020-09-30 | $121,392 | 1,686 | Shares | Sole | 2020-10-08 | |
| 2020-06-30 | $162,398 | 1,820 | Shares | Sole | 2020-07-10 | |
| 2020-03-31 | $125,500 | 1,732 | Shares | Sole | 2020-04-09 | |
| No filing history on record for this holder in this stock. | ||||||