Position in CVX
as of Jun 30, 2026
· filed Aug 18, 2026
Position Value
$97,139,006
-$29,677,452 QoQ
Shares Held
586,022
-4.4% QoQ
Ownership
0.030%
of shares outstanding
% of Portfolio
1.05%
of 13F equity value
Holder Rank
#196
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, 2026Beacon Pointe Advisors, LLC holds $198,888,642 across 9 Oil & Gas Integrated names. CVX ranks #1 (48.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVX |
Chevron Corp
This page
|
586,022 | $97,139,006 | |
| 2 | XOM |
ExxonMobil Holdings Corp
|
603,864 | $82,560,286 | |
| 3 | NFG |
National Fuel Gas Co
|
130,869 | $10,104,395 | |
| 4 | SHEL |
Shell plc
|
43,299 | $3,357,404 | |
| 5 | TTE |
TotalEnergies SE
|
37,330 | $2,902,780 | |
| 6 | BP |
Bp PLC
|
51,353 | $1,897,493 | |
| 7 | PBR |
Petrobras - Petroleo Brasileiro SA
|
21,876 | $353,516 | |
| 8 | CVE |
Cenovus Energy Inc.
|
12,704 | $315,186 |
All Filings in CVX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $97,139,006 | 586,022 | Shares | Sole | 2026-08-18 | |
| 2026-03-31 | $126,816,458 | 612,936 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $79,602,523 | 522,292 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $73,205,258 | 471,410 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $64,870,511 | 453,038 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $68,917,624 | 411,965 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $60,585,702 | 418,294 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $62,376,355 | 423,551 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $67,217,115 | 429,722 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $71,047,673 | 450,410 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $68,401,643 | 458,579 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $78,998,470 | 468,500 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $25,360,728 | 161,174 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $29,214,776 | 179,056 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $24,754,542 | 137,916 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $17,129,630 | 119,229 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $18,571,509 | 128,274 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $34,086,995 | 209,341 | Shares | Sole | 2022-05-17 | |
| 2021-12-31 | $13,475,652 | 114,833 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $11,762,518 | 115,944 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $10,474,837 | 100,008 | Shares | Sole | 2021-08-17 | |
| 2021-03-31 | $6,375,004 | 60,836 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $5,839,379 | 69,146 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $1,760,832 | 24,456 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $2,704,204 | 30,306 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $1,514,848 | 20,906 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||