CreativeOne Wealth, LLC

Position in CVX — Chevron Corp

CIK 1739728 OVERLAND PARK, KS

Position in CVX

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$5,621,915

-$2,232,422 QoQ

Shares Held

33,916

-10.7% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.29%

of 13F equity value

Holder Rank

#1,036

of 4,105 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

CreativeOne Wealth, LLC holds $7,049,994 across 5 Oil & Gas Integrated names. CVX ranks #1 (79.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CVX	Chevron Corp This page	33,916	$5,621,915
2	BP	Bp PLC	15,995	$591,014
3	SHEL	Shell plc	4,105	$318,301
4	EQNR	Equinor ASA	8,344	$262,001
5	TTE	TotalEnergies SE	3,302	$256,763

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,621,915	33,916	-10.7%	Shares	Other	2026-08-13
2026-03-31	$7,854,337	37,962	-7.0%	Shares	Other	2026-05-15
2025-12-31	$6,221,680	40,822	-0.9%	Shares	Other	2026-02-13
2025-09-30	$6,399,500	41,210	-8.2%	Shares	Other	2025-11-13
2025-06-30	$6,430,662	44,910	+7.8%	Shares	Other	2025-08-12
2025-03-31	$6,966,456	41,643	+4.7%	Shares	Other	2025-05-14
2024-12-31	$5,759,852	39,767	+6.7%	Shares	Other	2025-02-13
2024-09-30	$5,489,194	37,273	+37.5%	Shares	Other	2024-11-13
2024-06-30	$4,238,824	27,099	-10.8%	Shares	Sole	2024-08-14
2024-03-31	$4,791,825	30,378	+72.6%	Shares	Other	2024-05-14
2023-12-31	$2,625,364	17,601	-2.8%	Shares	Sole	2024-02-09
2023-09-30	$3,054,044	18,112	-35.5%	Shares	Sole	2023-10-17
2023-06-30	$4,421,848	28,102	-7.3%	Shares	Other	2023-08-14
2023-03-31	$4,945,379	30,310	+6.7%	Shares	Other	2023-05-15
2022-12-31	$5,100,566	28,417	-0.1%	Shares	Other	2023-02-15
2022-09-30	$4,085,112	28,434	+3.7%	Shares	Other	2022-11-15
2022-06-30	$3,969,722	27,419	-18.2%	Shares	Other	2022-08-12
2022-03-31	$5,458,060	33,520	+27.0%	Shares	Other	2022-05-13
2021-12-31	$3,097,335	26,394	-4.5%	Shares	Sole	2022-02-15
2021-09-30	$2,804,685	27,646	+1.5%	Shares	Other	2021-11-16
2021-06-30	$2,853,745	27,246	+37.6%	Shares	Sole	2021-08-13
2021-03-31	$2,074,317	19,795	+16.9%	Shares	Sole	2021-05-17
2020-12-31	$1,430,160	16,935	+412.4%	Shares	Other	2021-02-12
2020-09-30	$237,960	3,305	+24.0%	Shares	Other	2020-11-13
2020-06-30	$237,797	2,665	-6.9%	Shares	Other	2020-08-13
2020-03-31	$207,452	2,863	—	Shares	Other	2020-05-14
No filing history on record for this holder in this stock.