IEQ CAPITAL, LLC

Position in CVX — Chevron Corp

CIK 1779789 Foster City, CA

Position in CVX

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$44,083,540

+$4,619,849 QoQ

Shares Held

265,948

+39.4% QoQ

Ownership

0.013%

of shares outstanding

% of Portfolio

0.24%

of 13F equity value

Holder Rank

#307

of 4,109 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Energy · as of Jun 30, 2026

IEQ CAPITAL, LLC holds $111,223,088 across 13 Oil & Gas Integrated names. CVX ranks #2 (39.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	XOM	ExxonMobil Holdings Corp	347,803	$47,551,625
2	CVX	Chevron Corp This page	265,948	$44,083,540
3	SHEL	Shell plc	57,229	$4,437,536
4	TTE	TotalEnergies SE	37,977	$2,953,091
5	BP	Bp PLC	50,950	$1,882,602
6	NFG	National Fuel Gas Co	22,241	$1,717,226
7	CVE	Cenovus Energy Inc.	64,144	$1,591,412
8	EQNR	Equinor ASA	48,624	$1,526,793

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$44,083,540	265,948	+39.4%	Shares	Sole	2026-08-11
2026-03-31	$39,463,691	190,738	+19.9%	Shares	Sole	2026-05-15
2025-12-31	$24,250,107	159,111	-13.7%	Shares	Other	2026-02-13
2025-09-30	$28,633,767	184,389	+138.5%	Shares	Other	2025-11-14
2025-06-30	$11,068,013	77,296	-27.7%	Shares	Sole	2025-08-14
2025-03-31	$17,880,456	106,883	+14.2%	Shares	Sole	2025-05-14
2024-12-31	$13,557,023	93,600	-7.8%	Shares	Sole	2025-02-03
2024-09-30	$14,944,958	101,480	-1.5%	Shares	Other	2024-11-14
2024-06-30	$16,107,349	102,975	+9.0%	Shares	Other	2024-08-12
2024-03-31	$14,899,646	94,457	+24.5%	Shares	Other	2024-05-09
2023-12-31	$11,318,707	75,883	-8.1%	Shares	Other	2024-02-07
2023-09-30	$13,916,039	82,529	+5.1%	Shares	Sole	2023-11-06
2023-06-30	$12,351,030	78,494	+0.7%	Shares	Other	2023-08-08
2023-03-31	$12,713,752	77,922	+4.2%	Shares	Other	2023-05-02
2022-12-31	$13,422,620	74,782	+8.4%	Shares	Other	2023-02-06
2022-09-30	$9,909,781	68,976	+16.1%	Shares	Other	2022-11-04
2022-06-30	$8,604,275	59,430	+9.6%	Shares	Other	2022-07-27
2022-03-31	$8,831,410	54,237	+11.3%	Shares	Other	2022-04-26
2021-12-31	$5,720,342	48,746	+11.9%	Shares	Sole	2022-01-31
2021-09-30	$4,418,349	43,552	+1.7%	Shares	Other	2021-11-09
2021-06-30	$4,485,594	42,826	+41.2%	Shares	Sole	2021-07-29
2021-03-31	$3,178,489	30,332	+174.1%	Shares	Sole	2021-05-04
2020-09-30	$796,752	11,066	+10.5%	Shares	Sole	2020-11-03
2020-06-30	$893,459	10,013	-78.2%	Shares	Sole	2020-07-31
2020-03-31	$3,329,318	45,947	—	Shares	Sole	2020-05-07
No filing history on record for this holder in this stock.