Foundations Investment Advisors, LLC

Endowment

Position in CVX — Chevron Corp

CIK 1743404 PHOENIX, AZ

Position in CVX

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$10,565,707

-$1,619,253 QoQ

Shares Held

63,741

+8.2% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.27%

of 13F equity value

Holder Rank

#728

of 4,109 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

Foundations Investment Advisors, LLC holds $41,227,112 across 5 Oil & Gas Integrated names. CVX ranks #2 (25.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	XOM	ExxonMobil Holdings Corp	213,249	$29,155,402
2	CVX	Chevron Corp This page	63,741	$10,565,707
3	BP	Bp PLC	17,313	$639,715
4	TTE	TotalEnergies SE	6,047	$470,214
5	SHEL	Shell plc	5,108	$396,074

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$10,565,707	63,741	+8.2%	Shares	Other	2026-08-14
2026-03-31	$12,184,960	58,893	+8.4%	Shares	Other	2026-05-11
2025-12-31	$8,282,873	54,346	-16.7%	Shares	Other	2026-02-10
2025-09-30	$10,133,138	65,253	+4.2%	Shares	Sole	2025-11-03
2025-06-30	$8,965,125	62,610	+5.9%	Shares	Sole	2025-08-08
2025-03-31	$9,887,842	59,106	-58.1%	Shares	Sole	2025-05-07
2024-12-31	$20,434,316	141,082	+13.4%	Shares	Sole	2025-01-22
2024-09-30	$18,316,853	124,376	-2.1%	Shares	Sole	2024-10-21
2024-06-30	$19,868,624	127,021	+15.9%	Shares	Sole	2024-08-02
2024-03-31	$17,282,152	109,561	+5.8%	Shares	Sole	2024-05-13
2023-12-31	$15,453,423	103,603	+22.1%	Shares	Sole	2024-02-08
2023-09-30	$14,302,179	84,819	+19.0%	Shares	Sole	2023-10-05
2023-06-30	$11,218,740	71,298	+13.9%	Shares	Sole	2023-07-19
2023-03-31	$10,209,084	62,571	+7.6%	Shares	Sole	2023-04-25
2022-12-31	$10,434,471	58,134	+192.3%	Shares	Sole	2023-01-11
2022-09-30	$2,857,165	19,887	+21.4%	Shares	Sole	2022-10-19
2022-06-30	$2,371,496	16,380	+8.5%	Shares	Sole	2022-07-08
2022-03-31	$2,458,895	15,101	-4.6%	Shares	Sole	2022-04-19
2021-12-31	$1,857,181	15,826	+7.9%	Shares	Sole	2022-01-21
2021-09-30	$1,487,662	14,664	+133.3%	Shares	Sole	2021-10-13
2021-06-30	$658,290	6,285	-2.3%	Shares	Sole	2021-07-14
2021-03-31	$674,428	6,436	+42.0%	Shares	Sole	2021-04-09
2020-12-31	$382,811	4,533	+51.9%	Shares	Sole	2021-01-13
2020-09-30	$214,848	2,984	-47.2%	Shares	Sole	2020-10-07
2020-06-30	$504,238	5,651	+5.6%	Shares	Sole	2020-07-08
2020-03-31	$387,733	5,351	—	Shares	Sole	2020-04-06
No filing history on record for this holder in this stock.