LIBERTY WEALTH MANAGEMENT LLC

Position in CVX — Chevron Corp

CIK 1769302 OAKLAND, CA

Position in CVX

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$3,525,217

-$874,925 QoQ

Shares Held

21,267

0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

1.50%

of 13F equity value

Holder Rank

#1,357

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

LIBERTY WEALTH MANAGEMENT LLC holds $4,713,915 across 3 Oil & Gas Integrated names. CVX ranks #1 (74.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CVX	Chevron Corp This page	21,267	$3,525,217
2	XOM	ExxonMobil Holdings Corp	6,398	$874,734
3	BP	Bp PLC	8,497	$313,964

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,525,217	21,267	0.0%	Shares	Sole	2026-08-06
2026-03-31	$4,400,142	21,267	-1.5%	Shares	Sole	2026-05-12
2025-12-31	$3,289,922	21,586	-0.7%	Shares	Sole	2026-02-04
2025-09-30	$3,376,781	21,745	+4.5%	Shares	Sole	2025-10-31
2025-06-30	$2,980,786	20,817	-3.5%	Shares	Sole	2025-08-01
2025-03-31	$3,607,441	21,564	-3.4%	Shares	Sole	2025-05-12
2024-12-31	$3,233,697	22,326	+0.8%	Shares	Sole	2025-02-10
2024-09-30	$3,260,410	22,139	-89.4%	Shares	Sole	2024-11-04
2024-06-30	$3,338	207,933	+902.2%	Shares	Sole	2024-08-07
2024-03-31	$3,272,789	20,748	-4.0%	Shares	Sole	2024-05-03
2023-12-31	$3,223,347	21,610	+6.2%	Shares	Sole	2024-02-09
2023-09-30	$3,430,405	20,344	+0.8%	Shares	Sole	2023-11-13
2023-06-30	$3,175,637	20,182	-9.5%	Shares	Sole	2023-08-10
2023-03-31	$3,636,673	22,289	-4.8%	Shares	Sole	2023-05-03
2022-09-30	$3,362,165	23,402	+1.2%	Shares	Sole	2022-11-15
2022-06-30	$3,346,734	23,116	-5.8%	Shares	Sole	2022-08-15
2022-03-31	$3,995,685	24,539	-16.4%	Shares	Sole	2022-05-09
2021-12-31	$3,442,814	29,338	-10.2%	Shares	Sole	2022-02-15
2021-09-30	$3,315,283	32,679	-2.6%	Shares	Sole	2021-11-15
2021-06-30	$3,513,608	33,546	+1.8%	Shares	Sole	2021-08-13
2021-03-31	$3,454,297	32,964	0.0%	Shares	Sole	2021-05-17
2020-12-31	$2,783,809	32,964	+2.4%	Shares	Sole	2021-02-09
2020-09-30	$2,317,392	32,186	-3.4%	Shares	Sole	2020-11-05
2020-06-30	$2,972,162	33,309	-4.5%	Shares	Sole	2020-08-04
2020-03-31	$2,527,114	34,876	—	Shares	Sole	2020-04-27
No filing history on record for this holder in this stock.