Position in CVX
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$13,723,933
-$4,644,855 QoQ
Shares Held
82,794
-6.7% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.76%
of 13F equity value
Holder Rank
#620
of 4,109 holders
Holding Since
Mar 2020
26 quarters on record
Common Shares in CVX Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Integrated
Energy · as of Jun 30, 2026Geneos Wealth Management Inc. holds $32,261,680 across 10 Oil & Gas Integrated names. CVX ranks #2 (42.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XOM |
ExxonMobil Holdings Corp
|
127,125 | $17,380,530 | |
| 2 | CVX |
Chevron Corp
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|
82,794 | $13,723,933 | |
| 3 | BP |
Bp PLC
|
11,765 | $434,716 | |
| 4 | SHEL |
Shell plc
|
4,929 | $382,194 | |
| 5 | NFG |
National Fuel Gas Co
|
2,439 | $188,315 | |
| 6 | CVE |
Cenovus Energy Inc.
|
3,624 | $89,911 | |
| 7 | PBR |
Petrobras - Petroleo Brasileiro SA
|
2,000 | $32,320 | |
| 8 | SU |
Suncor Energy Inc
|
289 | $15,513 |
All Filings in CVX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,723,933 | 82,794 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $18,368,788 | 88,781 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $13,992,762 | 91,810 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $14,312,458 | 92,166 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $8,765,662 | 61,217 | Shares | Sole | 2025-08-18 | |
| 2025-03-31 | $10,887,567 | 65,082 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $5,701,192 | 39,362 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $5,399,654 | 36,665 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $5,535,078 | 35,386 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $6,138,609 | 38,916 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $5,678,819 | 38,072 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $6,515,814 | 38,642 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $5,686,943 | 36,142 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $5,021,249 | 30,775 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $6,364,176 | 35,457 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $5,155,454 | 35,884 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $11,289,654 | 77,978 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $11,771,957 | 72,296 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $9,678,206 | 82,473 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $8,642,424 | 85,189 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $8,827,382 | 84,279 | Shares | Sole | 2021-07-08 | |
| 2021-03-31 | $9,698,104 | 92,548 | Shares | Sole | 2021-06-17 | |
| 2020-12-31 | $8,156,181 | 96,580 | Shares | Sole | 2021-05-19 | |
| 2020-09-30 | $5,844,600 | 81,175 | Shares | Sole | 2021-09-07 | |
| 2020-06-30 | $7,319,626 | 82,031 | Shares | Sole | 2021-09-07 | |
| 2020-03-31 | $5,805,060 | 80,114 | Shares | Sole | 2021-09-07 | |
| No filing history on record for this holder in this stock. | ||||||