Position in CVX
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$28,354,408
-$263,793 QoQ
Shares Held
171,057
+23.7% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.40%
of 13F equity value
Holder Rank
#400
of 4,109 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, 2026Integrated Wealth Concepts LLC holds $69,205,144 across 15 Oil & Gas Integrated names. CVX ranks #1 (41.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVX |
Chevron Corp
This page
|
171,057 | $28,354,408 | |
| 2 | XOM |
ExxonMobil Holdings Corp
|
172,903 | $23,639,298 | |
| 3 | SHEL |
Shell plc
|
54,254 | $4,206,855 | |
| 4 | PBR |
Petrobras - Petroleo Brasileiro SA
|
138,305 | $2,234,196 | |
| 5 | TTE |
TotalEnergies SE
|
28,331 | $2,203,018 | |
| 6 | BP |
Bp PLC
|
42,814 | $1,581,977 | |
| 7 | SU |
Suncor Energy Inc
|
27,736 | $1,488,868 | |
| 8 | CVE |
Cenovus Energy Inc.
|
54,800 | $1,359,588 |
All Filings in CVX
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $28,354,408 | 171,057 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $28,618,201 | 138,319 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $7,472,509 | 49,029 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $19,526,475 | 125,742 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $17,463,309 | 121,959 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $19,957,027 | 119,296 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $16,955,260 | 117,062 | Shares | Other | 2025-02-14 | |
| 2024-09-30 | $16,018,116 | 108,767 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $16,799,664 | 107,401 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $16,663,022 | 105,636 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $15,300,087 | 102,575 | Shares | Other | 2024-02-13 | |
| 2023-09-30 | $17,933,580 | 106,355 | Shares | Other | 2023-11-15 | |
| 2023-06-30 | $16,417,269 | 104,336 | Shares | Other | 2023-08-15 | |
| 2023-03-31 | $15,016,756 | 92,037 | Shares | Other | 2023-05-03 | |
| 2022-12-31 | $5,741,346 | 31,987 | Shares | Other | 2023-02-13 | |
| 2022-09-30 | $4,381,503 | 30,497 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $4,058,328 | 28,031 | Shares | Other | 2022-08-08 | |
| 2022-03-31 | $4,284,871 | 26,315 | Shares | Other | 2022-05-12 | |
| 2021-12-31 | $3,603,231 | 30,705 | Shares | Other | 2022-02-15 | |
| 2021-09-30 | $2,554,612 | 25,181 | Shares | Other | 2021-11-15 | |
| 2021-06-30 | $2,278,513 | 21,754 | Shares | Other | 2021-08-13 | |
| 2021-03-31 | $2,026,848 | 19,342 | Shares | Other | 2021-05-13 | |
| 2020-12-31 | $1,627,520 | 19,272 | Shares | Other | 2021-02-12 | |
| 2020-09-30 | $1,601,784 | 22,247 | Shares | Other | 2020-11-13 | |
| 2020-06-30 | $1,802,713 | 20,203 | Shares | Other | 2020-07-30 | |
| 2020-03-31 | $1,350,871 | 18,643 | Shares | Other | 2020-05-18 | |
| No filing history on record for this holder in this stock. | ||||||