West Branch Capital LLC

Position in CVX — Chevron Corp

CIK 1738723 AMHERST, MA

Position in CVX

as of Jun 30, 2026 · filed Jul 10, 2026 Compact

Position Value

$3,882,762

-$929,938 QoQ

Shares Held

23,424

+0.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

1.00%

of 13F equity value

Holder Rank

#1,296

of 4,109 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

West Branch Capital LLC holds $9,811,740 across 5 Oil & Gas Integrated names. CVX ranks #2 (39.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	XOM	ExxonMobil Holdings Corp	42,207	$5,770,541
2	CVX	Chevron Corp This page	23,424	$3,882,762
3	SHEL	Shell plc	1,139	$88,318
4	BP	Bp PLC	1,601	$59,156
5	NFG	National Fuel Gas Co	142	$10,963

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,882,762	23,424	+0.7%	Shares	Sole	2026-07-10
2026-03-31	$4,812,700	23,261	+43.8%	Shares	Sole	2026-04-14
2025-12-31	$2,465,688	16,178	+6.6%	Shares	Sole	2026-01-16
2025-09-30	$2,356,836	15,177	+6.9%	Shares	Sole	2025-10-21
2025-06-30	$2,032,582	14,195	+12.2%	Shares	Sole	2025-07-16
2025-03-31	$2,116,720	12,653	+30.6%	Shares	Sole	2025-04-16
2024-12-31	$1,403,354	9,689	+18.5%	Shares	Sole	2025-01-17
2024-09-30	$1,204,374	8,178	+11.3%	Shares	Sole	2024-10-18
2024-06-30	$1,149,843	7,351	+9.0%	Shares	Sole	2024-07-26
2024-03-31	$1,063,483	6,742	+28.5%	Shares	Sole	2024-04-24
2023-12-31	$782,493	5,246	+10.5%	Shares	Sole	2024-01-19
2023-09-30	$800,776	4,749	+0.2%	Shares	Sole	2023-10-20
2023-06-30	$745,681	4,739	+5.0%	Shares	Sole	2023-08-07
2023-03-31	$736,667	4,515	-1.0%	Shares	Sole	2023-04-20
2022-12-31	$818,294	4,559	+0.1%	Shares	Sole	2023-01-27
2022-09-30	$654,416	4,555	+3.0%	Shares	Sole	2022-10-19
2022-06-30	$640,506	4,424	+4.9%	Shares	Sole	2022-07-28
2022-03-31	$686,654	4,217	+2.9%	Shares	Sole	2022-05-03
2021-12-31	$480,782	4,097	+16.1%	Shares	Sole	2022-01-24
2021-09-30	$358,118	3,530	-5.8%	Shares	Sole	2021-11-09
2021-06-30	$392,460	3,747	+51.0%	Shares	Sole	2021-08-17
2021-03-31	$259,983	2,481	-56.4%	Shares	Sole	2021-05-14
2020-09-30	$409,248	5,684	-39.6%	Shares	Sole	2020-10-13
2020-06-30	$839,297	9,406	+63.5%	Shares	Sole	2020-07-08
2020-03-31	$416,862	5,753	—	Shares	Sole	2020-04-20
No filing history on record for this holder in this stock.