Position in CVX
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$10,973,975
-$2,842,600 QoQ
Shares Held
66,204
-0.9% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
#717
of 4,109 holders
Holding Since
Jun 2020
17 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, 2026ELEVATION POINT WEALTH PARTNERS, LLC holds $74,558,082 across 9 Oil & Gas Integrated names. CVX ranks #2 (14.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XOM |
ExxonMobil Holdings Corp
|
392,100 | $53,607,912 | |
| 2 | CVX |
Chevron Corp
This page
|
66,204 | $10,973,975 | |
| 3 | SHEL |
Shell plc
|
45,721 | $3,545,206 | |
| 4 | TTE |
TotalEnergies SE
|
27,332 | $2,125,336 | |
| 5 | BP |
Bp PLC
|
41,733 | $1,542,034 | |
| 6 | E |
Eni Spa
|
18,259 | $855,616 | |
| 7 | EQNR |
Equinor ASA
|
24,938 | $783,053 | |
| 8 | CVE |
Cenovus Energy Inc.
|
29,834 | $740,181 |
All Filings in CVX
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,973,975 | 66,204 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $13,816,575 | 66,779 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $5,685,959 | 37,307 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $9,249,848 | 59,565 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,387,979 | 16,677 | Shares | Sole | 2026-02-03 | |
| 2025-03-31 | $3,713,336 | 22,197 | Shares | Sole | 2026-02-03 | |
| 2024-12-31 | $3,108,700 | 21,463 | Shares | Sole | 2026-02-03 | |
| 2024-09-30 | $1,623,062 | 11,021 | Shares | Sole | 2026-02-03 | |
| 2024-06-30 | $3,199,883 | 20,457 | Shares | Sole | 2026-02-03 | |
| 2024-03-31 | $3,224,047 | 20,439 | Shares | Sole | 2026-02-03 | |
| 2023-12-31 | $1,608,541 | 10,784 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $1,786,360 | 10,594 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $1,637,069 | 10,404 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $208,192 | 1,276 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $201,926 | 1,125 | Shares | Sole | 2023-02-14 | |
| 2021-09-30 | $213,856 | 2,108 | Shares | Sole | 2021-11-02 | |
| 2020-06-30 | $247,702 | 2,776 | Shares | Sole | 2020-07-09 | |
| No filing history on record for this holder in this stock. | ||||||