Williams Jones Wealth Management, LLC.

Position in CVX — Chevron Corp

CIK 1788587 New York, NY

Position in CVX

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$17,658,247

-$4,400,189 QoQ

Shares Held

106,529

-0.1% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.21%

of 13F equity value

Holder Rank

#529

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

Williams Jones Wealth Management, LLC. holds $59,418,407 across 5 Oil & Gas Integrated names. CVX ranks #2 (29.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	XOM	ExxonMobil Holdings Corp	296,164	$40,491,542
2	CVX	Chevron Corp This page	106,529	$17,658,247
3	SHEL	Shell plc	6,984	$541,539
4	BP	Bp PLC	13,043	$481,938
5	NFG	National Fuel Gas Co	3,175	$245,141

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$17,658,247	106,529	-0.1%	Shares	Sole	2026-08-05
2026-03-31	$22,058,436	106,614	+0.9%	Shares	Sole	2026-05-05
2025-12-31	$16,111,565	105,712	-0.1%	Shares	Sole	2026-02-13
2025-09-30	$16,434,961	105,834	+4.8%	Shares	Sole	2025-11-14
2025-06-30	$14,467,058	101,034	-2.3%	Shares	Sole	2025-08-14
2025-03-31	$17,307,990	103,461	+1.3%	Shares	Sole	2025-05-15
2024-12-31	$14,798,882	102,174	-10.4%	Shares	Sole	2025-02-14
2024-09-30	$16,785,834	113,980	-11.7%	Shares	Sole	2024-11-14
2024-06-30	$20,194,604	129,105	-0.3%	Shares	Sole	2024-08-05
2024-03-31	$20,423,386	129,475	-5.0%	Shares	Sole	2024-05-07
2023-12-31	$20,338,562	136,354	-9.2%	Shares	Sole	2024-02-14
2023-09-30	$25,331,951	150,231	-0.4%	Shares	Sole	2023-11-14
2023-06-30	$23,728,222	150,799	-7.6%	Shares	Sole	2023-08-14
2023-03-31	$26,636,033	163,251	-2.7%	Shares	Sole	2023-05-15
2022-12-31	$30,101,549	167,706	+3.7%	Shares	Sole	2023-02-14
2022-09-30	$23,242,932	161,780	+18.8%	Shares	Sole	2022-11-14
2022-06-30	$19,717,153	136,187	+9.4%	Shares	Sole	2022-08-15
2022-03-31	$20,264,193	124,450	+16.8%	Shares	Sole	2022-05-16
2021-12-31	$12,503,525	106,549	+3.2%	Shares	Sole	2022-02-14
2021-09-30	$10,477,553	103,278	-2.7%	Shares	Sole	2021-11-15
2021-06-30	$11,116,056	106,130	+0.5%	Shares	Sole	2021-08-16
2021-03-31	$11,061,946	105,563	+10.6%	Shares	Sole	2021-05-17
2020-12-31	$8,060,836	95,451	-9.8%	Shares	Sole	2021-02-16
2020-09-30	$7,619,544	105,827	-5.6%	Shares	Sole	2020-11-13
2020-06-30	$10,000,898	112,080	-0.0%	Shares	Sole	2020-08-14
2020-03-31	$8,123,635	112,112	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.