Prestige Wealth Management Group LLC

Position in CVX — Chevron Corp

CIK 1772715 FLEMINGTON, NJ

Position in CVX

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$260,574

-$106,052 QoQ

Shares Held

1,572

-11.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#3,626

of 4,109 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

Prestige Wealth Management Group LLC holds $4,435,530 across 5 Oil & Gas Integrated names. CVX ranks #2 (5.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	XOM	ExxonMobil Holdings Corp	29,402	$4,019,841
2	CVX	Chevron Corp This page	1,572	$260,574
3	NFG	National Fuel Gas Co	1,700	$131,257
4	SHEL	Shell plc	200	$15,508
5	BP	Bp PLC	226	$8,350

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$260,574	1,572	-11.3%	Shares	Other	2026-08-14
2026-03-31	$366,626	1,772	+5.0%	Shares	Other	2026-05-13
2025-12-31	$257,115	1,687	+6.8%	Shares	Other	2026-02-11
2025-09-30	$245,358	1,580	+118.5%	Shares	Other	2026-02-20
2025-06-30	$103,525	723	-1.8%	Shares	Other	2026-02-20
2025-03-31	$123,124	736	-0.8%	Shares	Other	2026-02-20
2024-12-31	$107,470	742	+0.8%	Shares	Other	2026-02-20
2024-09-30	$108,389	736	0.0%	Shares	Other	2026-02-20
2024-06-30	$115,124	736	-35.0%	Shares	Other	2026-02-20
2024-03-31	$178,561	1,132	-8.0%	Shares	Sole	2024-04-26
2023-12-31	$183,615	1,231	+31.9%	Shares	Other	2024-04-26
2023-09-30	$157,322	933	-0.2%	Shares	Sole	2024-04-26
2023-06-30	$147,121	935	+8.1%	Shares	Sole	2024-04-26
2023-03-31	$141,132	865	-2.9%	Shares	Other	2024-04-26
2022-12-31	$159,924	891	+5.7%	Shares	Sole	2023-02-08
2022-09-30	$121,113	843	-16.4%	Shares	Other	2022-11-01
2022-06-30	$145,938	1,008	+2.6%	Shares	Sole	2022-08-10
2022-03-31	$159,898	982	-93.0%	Shares	Other	2022-05-05
2021-12-31	$1,651,583	14,074	-12.9%	Shares	Other	2022-02-15
2021-09-30	$1,640,040	16,166	+24.3%	Shares	Other	2021-11-12
2021-06-30	$1,361,933	13,003	+0.6%	Shares	Other	2021-08-12
2021-03-31	$1,355,038	12,931	+1297.9%	Shares	Other	2021-05-13
2020-12-31	$78,116	925	-32.3%	Shares	Other	2021-02-17
2020-09-30	$98,352	1,366	+2.0%	Shares	Sole	2020-10-26
2020-06-30	$119,478	1,339	-9.7%	Shares	Sole	2020-08-13
2020-03-31	$107,458	1,483	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.