Apella Capital, LLC

Position in CVX — Chevron Corp

CIK 1801507 WEST HARTFORD, CT

Position in CVX

as of Jun 30, 2026 · filed Jul 8, 2026 Compact

Position Value

$3,734,075

-$878,553 QoQ

Shares Held

22,527

+1.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.50%

of 13F equity value

Holder Rank

#1,328

of 4,109 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 3% Shared 0% None 97%

Energy · as of Jun 30, 2026

Apella Capital, LLC holds $4,365,128 across 3 Oil & Gas Integrated names. CVX ranks #1 (85.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CVX	Chevron Corp This page	22,527	$3,734,075
2	SHEL	Shell plc	5,650	$438,101
3	BP	Bp PLC	5,222	$192,952

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,734,075	22,527	+1.0%	Shares	Sole	2026-07-08
2026-03-31	$4,612,628	22,294	+29.3%	Shares	Sole	2026-04-20
2025-12-31	$2,627,395	17,239	+6.2%	Shares	Sole	2026-01-21
2025-09-30	$2,519,580	16,225	+10.5%	Shares	Sole	2025-10-17
2025-06-30	$2,102,029	14,680	+40.1%	Shares	Sole	2025-07-08
2025-03-31	$1,752,697	10,477	+21.6%	Shares	Sole	2025-04-10
2024-12-31	$1,248,231	8,618	+0.6%	Shares	Sole	2025-01-14
2024-09-30	$1,261,662	8,567	+6.6%	Shares	Sole	2024-10-03
2024-06-30	$1,256,834	8,035	+6.5%	Shares	Sole	2024-07-10
2024-03-31	$1,190,306	7,546	+1.8%	Shares	Sole	2024-04-10
2023-12-31	$1,105,275	7,410	-0.6%	Shares	Sole	2024-01-05
2023-09-30	$1,257,567	7,458	-3.0%	Shares	Sole	2023-10-10
2023-06-30	$1,209,549	7,687	-2.8%	Shares	Sole	2023-07-06
2022-12-31	$1,419,406	7,908	+17.7%	Shares	Sole	2023-01-10
2022-09-30	$964,887	6,716	-15.7%	Shares	Sole	2022-10-11
2022-06-30	$1,152,883	7,963	+14.7%	Shares	Sole	2022-07-08
2022-03-31	$1,130,365	6,942	+109.5%	Shares	Sole	2022-04-11
2021-12-31	$388,897	3,314	+25.8%	Shares	Sole	2022-01-13
2021-09-30	$267,219	2,634	-7.1%	Shares	Sole	2022-01-18
2021-06-30	$296,833	2,834	+2.3%	Shares	Sole	2022-01-18
2021-03-31	$290,373	2,771	0.0%	Shares	Sole	2021-04-15
2020-12-31	$234,010	2,771	-13.7%	Shares	Sole	2021-02-18
2020-09-30	$231,192	3,211	+9.6%	Shares	Sole	2020-10-22
2020-06-30	$261,443	2,930	0.0%	Shares	Sole	2020-07-20
2020-03-31	$212,307	2,930	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.