CARY STREET PARTNERS INVESTMENT ADVISORY LLC
Position in CVX — Chevron Corp
CIK 1766904
RICHMOND, VA
Position in CVX
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$1,205,401
-$154,960 QoQ
Shares Held
7,272
+10.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.49%
of 13F equity value
Holder Rank
#2,199
of 4,105 holders
Holding Since
Sep 2020
24 quarters on record
Voting authority
Sole 82%
Shared 0%
None 18%
Common Shares in CVX Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Integrated
Energy · as of Jun 30, 2026CARY STREET PARTNERS INVESTMENT ADVISORY LLC holds $2,059,444 across 6 Oil & Gas Integrated names. CVX ranks #1 (58.5% of the industry book) .
All Filings in CVX
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,205,401 | 7,272 | Shares | Other | 2026-07-17 | |
| 2026-03-31 | $1,360,361 | 6,575 | Shares | Other | 2026-04-29 | |
| 2025-12-31 | $890,984 | 5,846 | Shares | Other | 2026-02-09 | |
| 2025-09-30 | $943,848 | 6,078 | Shares | Other | 2025-11-10 | |
| 2025-06-30 | $742,578 | 5,186 | Shares | Other | 2025-08-13 | |
| 2025-03-31 | $919,086 | 5,494 | Shares | Other | 2025-05-09 | |
| 2024-12-31 | $622,807 | 4,300 | Shares | Other | 2025-02-14 | |
| 2024-09-30 | $9,529,688 | 64,709 | Shares | Defined | 2024-10-30 | |
| 2024-06-30 | $8,971,617 | 57,356 | Shares | Other | 2024-07-22 | |
| 2024-03-31 | $8,192,695 | 51,938 | Shares | Defined | 2024-04-30 | |
| 2023-12-31 | $7,049,893 | 47,264 | Shares | Defined | 2024-02-07 | |
| 2023-09-30 | $7,958,186 | 47,196 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $6,658,265 | 42,315 | Shares | Defined | 2023-08-10 | |
| 2023-03-31 | $6,343,334 | 38,878 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $6,970,135 | 38,833 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $5,650,828 | 39,332 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $5,188,625 | 35,838 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,911,949 | 11,742 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,906,350 | 16,245 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,114,022 | 10,981 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,040,801 | 9,937 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $634,817 | 6,058 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $2,473,033 | 29,284 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $569,448 | 7,909 | Shares | Sole | 2020-11-12 | |
| No filing history on record for this holder in this stock. | ||||||