Gladstone Institutional Advisory LLC

Position in CVX — Chevron Corp

CIK 1766530 Bedminster, NJ

Position in CVX

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$8,801,358

-$2,850,008 QoQ

Shares Held

53,097

-5.7% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.75%

of 13F equity value

Holder Rank

#796

of 4,105 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

Gladstone Institutional Advisory LLC holds $24,776,144 across 4 Oil & Gas Integrated names. CVX ranks #2 (35.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	XOM	ExxonMobil Holdings Corp	113,014	$15,451,274
2	CVX	Chevron Corp This page	53,097	$8,801,358
3	BP	Bp PLC	7,558	$279,268
4	SU	Suncor Energy Inc	4,550	$244,244

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$8,801,358	53,097	-5.7%	Shares	Sole	2026-07-27
2026-03-31	$11,651,366	56,314	+2.3%	Shares	Sole	2026-05-14
2025-12-31	$8,392,304	55,064	-4.5%	Shares	Sole	2026-02-17
2025-09-30	$8,952,623	57,651	+7.2%	Shares	Sole	2025-10-22
2025-06-30	$7,703,478	53,799	+1.3%	Shares	Sole	2025-08-12
2025-03-31	$8,880,924	53,087	+0.9%	Shares	Sole	2025-05-15
2024-12-31	$7,622,205	52,625	+6.9%	Shares	Sole	2025-01-29
2024-09-30	$7,251,722	49,241	+6.8%	Shares	Sole	2024-10-28
2024-06-30	$7,213,933	46,119	+8.4%	Shares	Sole	2024-08-02
2024-03-31	$6,710,575	42,542	+32.0%	Shares	Sole	2024-05-14
2023-12-31	$4,806,979	32,227	+0.4%	Shares	Sole	2024-02-09
2023-09-30	$5,414,219	32,109	-8.0%	Shares	Sole	2023-11-13
2023-06-30	$5,491,829	34,902	-9.3%	Shares	Sole	2023-08-10
2023-03-31	$6,277,091	38,472	-10.9%	Shares	Sole	2023-05-12
2022-12-31	$7,753,429	43,197	-5.4%	Shares	Sole	2023-02-01
2022-09-30	$6,562,989	45,681	-6.0%	Shares	Sole	2023-01-30
2022-06-30	$7,034,281	48,586	+2.9%	Shares	Sole	2023-01-30
2022-03-31	$7,691,275	47,235	-8.2%	Shares	Sole	2023-01-30
2021-12-31	$6,040,356	51,473	+62.3%	Shares	Sole	2023-01-30
2021-09-30	$3,216,878	31,709	+67.0%	Shares	Sole	2023-01-30
2021-06-30	$1,988,698	18,987	+105.5%	Shares	Sole	2023-01-30
2021-03-31	$968,154	9,239	+204.1%	Shares	Sole	2023-01-30
2020-12-31	$256,559	3,038	-0.4%	Shares	Sole	2023-01-30
2020-06-30	$272,151	3,050	-70.6%	Shares	Sole	2020-08-17
2020-03-31	$750,467	10,357	—	Shares	Defined	2020-05-14
No filing history on record for this holder in this stock.