TRANSCEND CAPITAL ADVISORS, LLC

Position in CVX — Chevron Corp

CIK 1776082 MADISON, NJ

Position in CVX

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$3,666,445

-$12,650 QoQ

Shares Held

22,119

+24.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.34%

of 13F equity value

Holder Rank

#1,335

of 4,121 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Energy · as of Jun 30, 2026

TRANSCEND CAPITAL ADVISORS, LLC holds $20,025,100 across 5 Oil & Gas Integrated names. CVX ranks #2 (18.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	XOM	ExxonMobil Holdings Corp	98,049	$13,405,259
2	CVX	Chevron Corp This page	22,119	$3,666,445
3	BP	Bp PLC	30,728	$1,135,399
4	SHEL	Shell plc	13,274	$1,029,265
5	IMO	Imperial Oil Ltd	7,041	$788,732

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,666,445	22,119	+24.4%	Shares	Sole	2026-08-04
2026-03-31	$3,679,095	17,782	-16.7%	Shares	Sole	2026-05-13
2025-12-31	$3,253,496	21,347	-20.2%	Shares	Sole	2026-01-23
2025-09-30	$4,154,628	26,754	+10.9%	Shares	Sole	2025-11-04
2025-06-30	$3,453,599	24,119	-12.4%	Shares	Sole	2025-08-01
2025-03-31	$4,605,493	27,530	-12.7%	Shares	Sole	2025-04-24
2024-12-31	$4,567,819	31,537	-10.1%	Shares	Sole	2025-02-03
2024-09-30	$5,165,937	35,078	-4.3%	Shares	Sole	2024-10-15
2024-06-30	$5,733,887	36,657	+1.2%	Shares	Sole	2024-07-02
2024-03-31	$5,711,292	36,207	+6.9%	Shares	Sole	2024-05-03
2023-12-31	$5,050,259	33,858	+15.2%	Shares	Sole	2024-02-05
2023-09-30	$4,955,741	29,390	+3.2%	Shares	Sole	2023-10-31
2023-06-30	$4,482,901	28,490	+1.2%	Shares	Sole	2023-07-13
2023-03-31	$4,593,280	28,152	+1.8%	Shares	Sole	2023-04-12
2022-12-31	$4,965,231	27,663	-8.5%	Shares	Sole	2023-01-20
2022-09-30	$4,343,862	30,235	+4.3%	Shares	Sole	2022-10-17
2022-06-30	$4,197,751	28,994	-2.3%	Shares	Sole	2022-07-12
2022-03-31	$4,829,863	29,662	-9.3%	Shares	Sole	2022-04-20
2021-12-31	$3,837,110	32,698	+4.7%	Shares	Sole	2022-01-20
2021-09-30	$3,168,283	31,230	-1.8%	Shares	Sole	2021-11-04
2021-06-30	$3,330,732	31,800	+2.7%	Shares	Sole	2021-08-13
2021-03-31	$3,244,822	30,965	+13.4%	Shares	Sole	2021-05-12
2020-12-31	$2,304,978	27,294	-4.2%	Shares	Sole	2021-02-12
2020-09-30	$2,051,280	28,490	+30.8%	Shares	Defined	2020-11-13
2020-06-30	$1,943,518	21,781	+53.5%	Shares	Defined	2020-08-05
2020-03-31	$1,027,990	14,187	—	Shares	Defined	2020-05-08
No filing history on record for this holder in this stock.