Position in CVX
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$24,928,148
-$7,177,972 QoQ
Shares Held
150,387
-3.1% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.71%
of 13F equity value
Holder Rank
#429
of 4,121 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CVX Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Integrated
Energy · as of Jun 30, 2026Arkadios Wealth Advisors holds $61,910,109 across 8 Oil & Gas Integrated names. CVX ranks #2 (40.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XOM |
ExxonMobil Holdings Corp
|
207,934 | $28,428,736 | |
| 2 | CVX |
Chevron Corp
This page
|
150,387 | $24,928,148 | |
| 3 | SHEL |
Shell plc
|
35,924 | $2,785,546 | |
| 4 | BP |
Bp PLC
|
64,655 | $2,389,001 | |
| 5 | TTE |
TotalEnergies SE
|
20,226 | $1,572,773 | |
| 6 | SU |
Suncor Energy Inc
|
18,670 | $1,002,204 | |
| 7 | PBR |
Petrobras - Petroleo Brasileiro SA
|
25,572 | $413,243 | |
| 8 | CVE |
Cenovus Energy Inc.
|
15,738 | $390,458 |
All Filings in CVX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $24,928,148 | 150,387 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $32,106,120 | 155,177 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $22,697,353 | 148,923 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $19,423,362 | 125,078 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $16,256,503 | 113,531 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $17,405,687 | 104,045 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $11,792,003 | 81,414 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $11,629,764 | 78,969 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $10,948,617 | 69,995 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $8,403,756 | 53,276 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $6,970,545 | 46,732 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $4,291,547 | 25,451 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $3,463,116 | 22,009 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $3,589,846 | 22,002 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $3,010,585 | 16,773 | Shares | Sole | 2023-01-11 | |
| 2022-09-30 | $1,672,749 | 11,643 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $1,203,556 | 8,313 | Shares | Sole | 2022-07-14 | |
| 2022-03-31 | $1,380,309 | 8,477 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $982,219 | 8,370 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $1,299,777 | 12,812 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $1,451,277 | 13,856 | Shares | Sole | 2021-07-28 | |
| 2021-03-31 | $690,670 | 6,591 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $470,639 | 5,573 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $158,544 | 2,202 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $195,949 | 2,196 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $145,064 | 2,002 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||