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Equibles

Trek Financial, LLC

Position in CVX — Chevron Corp

CIK 1768195 Scottsdale, AZ
Back to CVX Full portfolio

Position in CVX

as of Jun 30, 2026 · filed Aug 13, 2026
Position Value
$10,367,624
+$9,451,264 QoQ
Shares Held
62,546
+1312.2% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
1.35%
of 13F equity value
Holder Rank
#736
of 4,128 holders
Holding Since
Mar 2021
22 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

Trek Financial, LLC holds $30,181,642 across 5 Oil & Gas Integrated names. CVX ranks #2 (34.4% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 XOM
ExxonMobil Holdings Corp
 97,700 $13,357,544
2 CVX
Chevron Corp
This page 		62,546 $10,367,624
3 SHEL
Shell plc
 77,042 $5,973,836
4 E
Eni Spa
 5,536 $259,416
5 EQNR
Equinor ASA
 7,109 $223,222

All Filings in CVX

Export CSV
22 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $10,367,624 62,546
2026-03-31 $916,360 4,429
2025-12-31 $2,117,889 13,896
2025-09-30 $1,906,029 12,274
2025-06-30 $1,254,917 8,764
2025-03-31 $1,555,462 9,298
2024-12-31 $1,156,112 7,982
2024-09-30 $844,298 5,733
2024-06-30 $931,637 5,956
2024-03-31 $838,703 5,317
2023-12-31 $511,618 3,430
2023-09-30 $683,922 4,056
2023-06-30 $501,789 3,189
2023-03-31 $578,728 3,547
2022-12-31 $522,136 2,909
2022-09-30 $426,412 2,968
2022-06-30 $377,296 2,606
2022-03-31 $442,571 2,718
2021-12-31 $507,656 4,326
2021-09-30 $459,162 4,526
2021-06-30 $460,018 4,392
2021-03-31 $222,364 2,122