Position in CVX
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$476,062
-$198,432 QoQ
Shares Held
2,872
-11.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.36%
of 13F equity value
Holder Rank
#3,057
of 4,109 holders
Holding Since
Jun 2020
25 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, 2026Physician Wealth Advisors, Inc. holds $1,150,912 across 14 Oil & Gas Integrated names. CVX ranks #2 (41.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XOM |
ExxonMobil Holdings Corp
|
3,669 | $501,625 | |
| 2 | CVX |
Chevron Corp
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|
2,872 | $476,062 | |
| 3 | SHEL |
Shell plc
|
933 | $72,344 | |
| 4 | BP |
Bp PLC
|
1,254 | $46,335 | |
| 5 | TTE |
TotalEnergies SE
|
289 | $22,472 | |
| 6 | SU |
Suncor Energy Inc
|
339 | $18,197 | |
| 7 | E |
Eni Spa
|
100 | $4,686 | |
| 8 | IMO |
Imperial Oil Ltd
|
29 | $3,248 |
All Filings in CVX
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $476,062 | 2,872 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $674,494 | 3,260 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $466,831 | 3,063 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $485,125 | 3,124 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $395,347 | 2,761 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $470,754 | 2,814 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $405,841 | 2,802 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $412,503 | 2,801 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $445,640 | 2,849 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $456,026 | 2,891 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $427,343 | 2,865 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $492,539 | 2,921 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $452,853 | 2,878 | Shares | Sole | 2023-07-05 | |
| 2023-03-31 | $471,206 | 2,888 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $518,008 | 2,886 | Shares | Sole | 2023-01-25 | |
| 2022-09-30 | $402,563 | 2,802 | Shares | Sole | 2022-10-06 | |
| 2022-06-30 | $405,384 | 2,800 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $534,570 | 3,283 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $320,248 | 2,729 | Shares | Sole | 2022-01-11 | |
| 2021-09-30 | $275,741 | 2,718 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $279,760 | 2,671 | Shares | Sole | 2021-07-23 | |
| 2021-03-31 | $279,684 | 2,669 | Shares | Sole | 2021-04-06 | |
| 2020-12-31 | $225,312 | 2,668 | Shares | Sole | 2021-02-19 | |
| 2020-09-30 | $217,368 | 3,019 | Shares | Sole | 2020-11-04 | |
| 2020-06-30 | $308,378 | 3,456 | Shares | Sole | 2020-08-11 | |
| No filing history on record for this holder in this stock. | ||||||