Position in CVX
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$590,934
-$116,664 QoQ
Shares Held
3,565
+4.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
#2,875
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, 2026HHM Wealth Advisors, LLC holds $2,336,976 across 8 Oil & Gas Integrated names. CVX ranks #2 (25.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XOM |
ExxonMobil Holdings Corp
|
11,740 | $1,605,092 | |
| 2 | CVX |
Chevron Corp
This page
|
3,565 | $590,934 | |
| 3 | NFG |
National Fuel Gas Co
|
855 | $66,014 | |
| 4 | SU |
Suncor Energy Inc
|
647 | $34,730 | |
| 5 | BP |
Bp PLC
|
581 | $21,467 | |
| 6 | PBR |
Petrobras - Petroleo Brasileiro SA
|
500 | $8,080 | |
| 7 | SHEL |
Shell plc
|
100 | $7,754 | |
| 8 | E |
Eni Spa
|
62 | $2,905 |
All Filings in CVX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $590,934 | 3,565 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $707,598 | 3,420 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $411,659 | 2,701 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $504,692 | 3,250 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $511,474 | 3,572 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $588,860 | 3,520 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $477,247 | 3,295 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $255,513 | 1,735 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $328,794 | 2,102 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $134,867 | 855 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $144,983 | 972 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $135,233 | 802 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $126,194 | 802 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $144,559 | 886 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $122,591 | 683 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $159,904 | 1,113 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $405,528 | 2,801 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $553,296 | 3,398 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $411,311 | 3,505 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $355,582 | 3,505 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $378,216 | 3,611 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $378,396 | 3,611 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $347,511 | 4,115 | Shares | Sole | 2021-01-28 | |
| 2020-09-30 | $280,512 | 3,896 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $355,849 | 3,988 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $267,957 | 3,698 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||