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Cooper Financial Group

Position in CVX — Chevron Corp

CIK 1751581 IRVINE, CA

Position in CVX

as of Jun 30, 2026 · filed Jul 8, 2026
Position Value
$2,939,090
-$735,454 QoQ
Shares Held
17,731
-0.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.54%
of 13F equity value
Holder Rank
#1,500
of 4,099 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, 2026

Cooper Financial Group holds $4,209,849 across 4 Oil & Gas Integrated names. CVX ranks #1 (69.8% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 CVX
Chevron Corp
This page
17,731 $2,939,090

All Filings in CVX

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26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $2,939,090 17,731
2026-03-31 $3,674,544 17,760
2025-12-31 $2,576,643 16,906
2025-09-30 $2,611,511 16,817
2025-06-30 $2,418,335 16,889
2025-03-31 $3,172,822 18,966
2024-12-31 $2,557,874 17,660
2024-09-30 $2,632,303 17,874
2024-06-30 $3,120,891 19,952
2024-03-31 $2,832,694 17,958
2023-12-31 $2,625,961 17,605
2023-09-30 $3,016,443 17,889
2023-06-30 $2,800,357 17,797
2023-03-31 $1,947,151 11,934
2022-12-31 $1,883,029 10,491
2022-09-30 $1,381,530 9,616
2022-06-30 $1,325,605 9,156
2022-03-31 $1,490,382 9,153
2021-12-31 $1,059,435 9,028
2021-09-30 $940,441 9,270
2021-06-30 $975,862 9,317
2021-03-31 $955,475 9,118
2020-12-31 $1,380,419 16,346
2020-09-30 $761,688 10,579
2020-06-30 $958,240 10,739
2020-03-31 $764,597 10,552