OneAscent Financial Services LLC

Position in CVX — Chevron Corp

CIK 1780985 BIRMINGHAM, AL

Position in CVX

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

Position Value

$1,185,184

-$1,152,992 QoQ

Shares Held

7,150

-36.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.25%

of 13F equity value

Holder Rank

#2,216

of 4,099 holders

Holding Since

Jun 2020

14 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Energy · as of Jun 30, 2026

OneAscent Financial Services LLC holds $4,981,605 across 5 Oil & Gas Integrated names. CVX ranks #2 (23.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	XOM	ExxonMobil Holdings Corp	20,617	$2,818,756
2	CVX	Chevron Corp This page	7,150	$1,185,184
3	SHEL	Shell plc	4,930	$382,272
4	TTE	TotalEnergies SE	3,987	$310,029
5	BP	Bp PLC	7,723	$285,364

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,185,184	7,150	-36.7%	Shares	Sole	2026-08-11
2026-03-31	$2,338,176	11,301	+3.9%	Shares	Sole	2026-04-21
2025-12-31	$1,657,306	10,874	+214.1%	Shares	Sole	2026-02-11
2025-09-30	$537,613	3,462	-77.9%	Shares	Sole	2025-10-22
2025-06-30	$2,241,782	15,656	-8.9%	Shares	Sole	2025-08-12
2025-03-31	$2,875,044	17,186	+209.6%	Shares	Sole	2025-05-05
2024-12-31	$804,006	5,551	+39.8%	Shares	Sole	2025-02-12
2024-09-30	$584,809	3,971	-14.9%	Shares	Sole	2024-11-07
2024-03-31	$736,488	4,669	-7.9%	Shares	Sole	2024-04-16
2023-12-31	$756,539	5,072	+140.6%	Shares	Sole	2024-01-11
2023-09-30	$355,450	2,108	-28.6%	Shares	Sole	2023-10-13
2022-09-30	$424,257	2,953	+2.3%	Shares	Sole	2022-11-02
2022-06-30	$417,979	2,887	+27.2%	Shares	Sole	2022-08-08
2020-06-30	$202,462	2,269	—	Shares	Sole	2020-07-21
No filing history on record for this holder in this stock.