SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC
Position in CVX — Chevron Corp
CIK 1794153
MINNEAPOLIS, MN
Position in CVX
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,128,991
-$280,825 QoQ
Shares Held
6,811
-0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.38%
of 13F equity value
Holder Rank
#2,263
of 4,109 holders
Holding Since
Dec 2023
11 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, 2026SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC holds $2,763,050 across 5 Oil & Gas Integrated names. CVX ranks #1 (40.9% of the industry book) .
All Filings in CVX
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,128,991 | 6,811 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $1,409,816 | 6,814 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $1,035,778 | 6,796 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $1,019,323 | 6,564 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $942,619 | 6,583 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $1,068,815 | 6,389 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $812,986 | 5,613 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $642,539 | 4,363 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $585,167 | 3,741 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $584,584 | 3,706 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $202,559 | 1,358 | Shares | Sole | 2024-02-05 | |
| No filing history on record for this holder in this stock. | ||||||