Occidental Asset Management, LLC

Position in CVX — Chevron Corp

CIK 1770994 Burlingame, CA

Position in CVX

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$965,717

-$387,822 QoQ

Shares Held

5,826

-10.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.16%

of 13F equity value

Holder Rank

#2,401

of 4,109 holders

Holding Since

Jun 2021

21 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

Occidental Asset Management, LLC holds $4,613,220 across 4 Oil & Gas Integrated names. CVX ranks #3 (20.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	XOM	ExxonMobil Holdings Corp	13,348	$1,824,938
2	NFG	National Fuel Gas Co	13,016	$1,004,965
3	CVX	Chevron Corp This page	5,826	$965,717
4	SU	Suncor Energy Inc	15,231	$817,600

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$965,717	5,826	-10.9%	Shares	Sole	2026-08-07
2026-03-31	$1,353,539	6,542	+13.0%	Shares	Sole	2026-04-16
2025-12-31	$882,453	5,790	-6.9%	Shares	Sole	2026-01-08
2025-09-30	$965,437	6,217	+18.6%	Shares	Sole	2025-10-29
2025-06-30	$750,601	5,242	+0.2%	Shares	Sole	2025-07-14
2025-03-31	$875,261	5,232	+13.0%	Shares	Sole	2025-05-15
2024-12-31	$670,609	4,630	-2.7%	Shares	Sole	2025-01-15
2024-09-30	$701,005	4,760	+27.7%	Shares	Sole	2024-10-15
2024-06-30	$582,977	3,727	+60.1%	Shares	Sole	2024-07-15
2024-03-31	$367,218	2,328	-16.6%	Shares	Sole	2024-04-16
2023-12-31	$416,454	2,792	-4.4%	Shares	Sole	2024-01-19
2023-09-30	$492,707	2,922	-9.7%	Shares	Sole	2023-10-18
2023-06-30	$509,341	3,237	-3.3%	Shares	Sole	2023-07-12
2023-03-31	$546,096	3,347	+10.3%	Shares	Sole	2023-05-11
2022-12-31	$544,752	3,035	+41.1%	Shares	Sole	2023-01-24
2022-09-30	$309,034	2,151	+0.2%	Shares	Sole	2022-11-08
2022-06-30	$310,842	2,147	+0.2%	Shares	Sole	2022-07-18
2022-03-31	$348,944	2,143	+1.5%	Shares	Sole	2022-05-04
2021-12-31	$247,843	2,112	-7.9%	Shares	Sole	2022-02-01
2021-09-30	$232,624	2,293	+4.8%	Shares	Sole	2021-11-03
2021-06-30	$229,066	2,187	—	Shares	Sole	2021-08-17
No filing history on record for this holder in this stock.