Strategic Investment Advisors / MI

Position in CVX — Chevron Corp

CIK 1760540 FARMINGTON HILLS, MI

Position in CVX

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

Position Value

$1,270,384

-$925,031 QoQ

Shares Held

7,664

-27.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.23%

of 13F equity value

Holder Rank

#2,137

of 4,109 holders

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

Strategic Investment Advisors / MI holds $4,395,236 across 6 Oil & Gas Integrated names. CVX ranks #1 (28.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CVX	Chevron Corp This page	7,664	$1,270,384
2	XOM	ExxonMobil Holdings Corp	9,140	$1,249,620
3	TTE	TotalEnergies SE	14,162	$1,101,237
4	PBR	Petrobras - Petroleo Brasileiro SA	33,224	$536,899
5	BP	Bp PLC	3,611	$133,426
6	SHEL	Shell plc	1,337	$103,670

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,270,384	7,664	-27.8%	Shares	Sole	2026-08-14
2026-03-31	$2,195,415	10,611	+380.6%	Shares	Sole	2026-05-18
2025-12-31	$336,521	2,208	+34.1%	Shares	Sole	2026-02-17
2025-09-30	$255,762	1,647	-4.4%	Shares	Sole	2025-12-17
2025-06-30	$246,716	1,723	-0.3%	Shares	Sole	2025-08-15
2025-03-31	$289,244	1,729	+12.8%	Shares	Sole	2025-04-23
2024-12-31	$222,039	1,533	+7.7%	Shares	Sole	2025-01-22
2024-09-30	$209,712	1,424	-11.9%	Shares	Sole	2024-10-21
2024-06-30	$252,931	1,617	+10.9%	Shares	Sole	2024-07-23
2024-03-31	$229,984	1,458	-8.4%	Shares	Sole	2024-04-23
2023-12-31	$237,313	1,591	-9.5%	Shares	Sole	2024-01-10
2023-09-30	$296,433	1,758	+3.8%	Shares	Sole	2023-10-25
2023-06-30	$266,393	1,693	-2.3%	Shares	Sole	2023-08-14
2023-03-31	$282,756	1,733	-8.3%	Shares	Sole	2023-04-27
2022-12-31	$339,236	1,890	+10.8%	Shares	Sole	2023-01-20
2022-09-30	$245,101	1,706	-1.5%	Shares	Sole	2022-10-27
2022-06-30	$250,758	1,732	-79.5%	Shares	Sole	2022-08-15
2021-09-30	$855,324	8,431	+0.3%	Shares	Sole	2021-10-19
2021-06-30	$880,549	8,407	+15.4%	Shares	Sole	2021-07-22
2021-03-31	$763,185	7,283	+8.7%	Shares	Sole	2021-04-14
2020-12-31	$565,815	6,700	+14.1%	Shares	Sole	2021-01-13
2020-09-30	$422,712	5,871	-4.9%	Shares	Sole	2020-10-14
2020-06-30	$550,638	6,171	+8.4%	Shares	Sole	2020-08-04
2020-03-31	$412,659	5,695	—	Shares	Sole	2020-04-13
No filing history on record for this holder in this stock.