SAGE RHINO CAPITAL LLC

Position in CVX — Chevron Corp

CIK 1771605 MENLO PARK, CA

Position in CVX

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$483,190

-$119,302 QoQ

Shares Held

2,915

+0.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.17%

of 13F equity value

Holder Rank

#3,049

of 4,108 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

SAGE RHINO CAPITAL LLC holds $3,344,227 across 5 Oil & Gas Integrated names. CVX ranks #4 (14.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	XOM	ExxonMobil Holdings Corp	7,431	$1,015,966
2	SHEL	Shell plc	12,482	$967,854
3	TTE	TotalEnergies SE	6,353	$494,009
4	CVX	Chevron Corp This page	2,915	$483,190
5	BP	Bp PLC	10,371	$383,208

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$483,190	2,915	+0.1%	Shares	Sole	2026-08-03
2026-03-31	$602,492	2,912	+0.4%	Shares	Sole	2026-04-28
2025-12-31	$441,989	2,900	-0.8%	Shares	Sole	2026-01-30
2025-09-30	$454,067	2,924	-14.8%	Shares	Sole	2025-10-31
2025-06-30	$491,428	3,432	+0.1%	Shares	Sole	2025-07-17
2025-03-31	$573,637	3,429	-4.7%	Shares	Sole	2025-05-01
2024-12-31	$521,134	3,598	-1.3%	Shares	Sole	2025-02-06
2024-09-30	$537,093	3,647	-1.4%	Shares	Sole	2024-11-01
2024-06-30	$578,597	3,699	+2.6%	Shares	Sole	2024-07-30
2024-03-31	$568,968	3,607	+4.5%	Shares	Sole	2024-04-26
2023-12-31	$515,049	3,453	-4.3%	Shares	Sole	2024-02-05
2023-09-30	$608,549	3,609	+7.4%	Shares	Sole	2023-10-26
2023-06-30	$528,696	3,360	-1.5%	Shares	Sole	2023-07-31
2023-03-31	$556,375	3,410	-2.8%	Shares	Sole	2023-04-21
2022-12-31	$630,009	3,510	+0.9%	Shares	Sole	2023-02-01
2022-09-30	$499,827	3,479	-1.4%	Shares	Sole	2022-10-24
2022-06-30	$510,639	3,527	+2.5%	Shares	Sole	2022-07-28
2022-03-31	$560,298	3,441	+1.7%	Shares	Sole	2022-04-27
2021-12-31	$397,229	3,385	+2.7%	Shares	Sole	2022-02-04
2021-09-30	$334,277	3,295	+2.3%	Shares	Sole	2021-10-18
2021-06-30	$337,472	3,222	+2.9%	Shares	Sole	2021-07-27
2021-03-31	$327,992	3,130	+0.6%	Shares	Sole	2021-05-04
2020-12-31	$262,639	3,110	+11.7%	Shares	Sole	2021-02-03
2020-09-30	$200,448	2,784	-13.4%	Shares	Sole	2020-11-05
2020-06-30	$286,785	3,214	-0.3%	Shares	Sole	2020-07-30
2020-03-31	$233,611	3,224	—	Shares	Sole	2020-04-29
No filing history on record for this holder in this stock.