WEALTH ALLIANCE, LLC

Position in CVX — Chevron Corp

CIK 1793904 MELLVILLE, NY

Back to CVX Full portfolio

Position in CVX

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

Position Value

$3,473,003

-$1,604,323 QoQ

Shares Held

20,952

-14.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.59%

of 13F equity value

Holder Rank

#1,370

of 4,109 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Common Shares in CVX Over Time

Shares Held

Position Value (USD)

Position in Oil & Gas Integrated

Energy · as of Jun 30, 2026

WEALTH ALLIANCE, LLC holds $9,554,202 across 5 Oil & Gas Integrated names. CVX ranks #1 (36.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CVX	Chevron Corp This page	20,952	$3,473,003
2	XOM	ExxonMobil Holdings Corp	22,829	$3,121,180
3	TTE	TotalEnergies SE	23,469	$1,824,949
4	PBR	Petrobras - Petroleo Brasileiro SA	37,405	$604,464
5	SHEL	Shell plc	6,843	$530,606

All Filings in CVX

Export CSV

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,473,003	20,952	-14.6%	Shares	Defined	2026-08-11
2026-03-31	$5,077,326	24,540	+7.1%	Shares	Defined	2026-05-14
2025-12-31	$3,493,237	22,920	-1.4%	Shares	Defined	2026-02-13
2025-09-30	$3,610,958	23,253	+1.9%	Shares	Defined	2025-11-07
2025-06-30	$3,269,027	22,830	+3.0%	Shares	Defined	2025-08-08
2025-03-31	$3,709,488	22,174	+17.0%	Shares	Defined	2025-05-05
2024-12-31	$2,744,862	18,951	-6.8%	Shares	Defined	2025-02-03
2024-09-30	$2,994,882	20,336	-6.8%	Shares	Defined	2024-11-04
2024-06-30	$3,411,363	21,809	+24.3%	Shares	Defined	2024-08-09
2024-03-31	$2,768,337	17,550	+8.6%	Shares	Defined	2024-05-10
2023-12-31	$2,411,022	16,164	+1.6%	Shares	Defined	2024-01-30
2023-09-30	$2,681,563	15,903	+20.8%	Shares	Defined	2023-11-09
2023-06-30	$2,071,198	13,163	+13.1%	Shares	Defined	2023-08-02
2023-03-31	$1,899,182	11,640	+2.0%	Shares	Defined	2023-05-11
2022-12-31	$2,049,236	11,417	-20.6%	Shares	Defined	2023-02-13
2022-09-30	$2,066,117	14,381	+1.4%	Shares	Defined	2022-11-14
2022-06-30	$2,052,979	14,180	-28.4%	Shares	Defined	2022-10-11
2022-03-31	$3,225,987	19,812	-17.6%	Shares	Defined	2022-05-10
2021-12-31	$2,822,384	24,051	+10.5%	Shares	Defined	2022-02-14
2021-09-30	$2,208,464	21,769	-0.9%	Shares	Defined	2021-11-12
2021-06-30	$2,300,299	21,962	+18.8%	Shares	Defined	2021-08-16
2021-03-31	$1,936,623	18,481	-0.7%	Shares	Defined	2021-05-18
2020-12-31	$1,572,458	18,620	+2.9%	Shares	Defined	2021-02-11
2020-09-30	$1,303,416	18,103	-0.3%	Shares	Defined	2020-12-01
2020-06-30	$1,620,149	18,157	+52.6%	Shares	Defined	2020-08-14
2020-03-31	$861,984	11,896	—	Shares	Defined	2020-05-15
No filing history on record for this holder in this stock.