BELLEVUE ASSET MANAGEMENT, LLC

Position in CVX — Chevron Corp

CIK 1801619 BELLEVUE, WA

Position in CVX

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$215,819

-$53,564 QoQ

Shares Held

1,302

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.17%

of 13F equity value

Holder Rank

#3,801

of 4,109 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

BELLEVUE ASSET MANAGEMENT, LLC holds $279,740 across 3 Oil & Gas Integrated names. CVX ranks #1 (77.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CVX	Chevron Corp This page	1,302	$215,819
2	XOM	ExxonMobil Holdings Corp	460	$62,891
3	E	Eni Spa	22	$1,030

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$215,819	1,302	0.0%	Shares	Sole	2026-08-04
2026-03-31	$269,383	1,302	+0.4%	Shares	Sole	2026-04-24
2025-12-31	$197,675	1,297	+0.5%	Shares	Sole	2026-01-23
2025-09-30	$200,479	1,291	+0.5%	Shares	Sole	2025-11-04
2025-06-30	$183,999	1,285	+0.6%	Shares	Sole	2025-07-23
2025-03-31	$213,629	1,277	+0.5%	Shares	Sole	2025-04-28
2024-12-31	$184,091	1,271	+0.6%	Shares	Sole	2025-02-06
2024-09-30	$186,149	1,264	+1.0%	Shares	Sole	2024-10-25
2024-06-30	$195,837	1,252	+0.4%	Shares	Sole	2024-07-31
2024-03-31	$196,701	1,247	+0.9%	Shares	Sole	2024-04-26
2023-12-31	$184,361	1,236	+0.3%	Shares	Sole	2024-02-06
2023-09-30	$207,739	1,232	-3.1%	Shares	Sole	2023-10-25
2023-06-30	$200,149	1,272	+0.3%	Shares	Sole	2023-07-31
2023-03-31	$206,886	1,268	-19.0%	Shares	Sole	2023-05-09
2022-12-31	$280,901	1,565	-6.2%	Shares	Sole	2023-01-23
2022-09-30	$239,785	1,669	+0.2%	Shares	Sole	2022-11-07
2022-06-30	$241,203	1,666	+0.2%	Shares	Sole	2022-08-12
2022-03-31	$270,623	1,662	+0.1%	Shares	Sole	2022-05-11
2021-12-31	$194,801	1,660	+0.3%	Shares	Sole	2022-02-03
2021-09-30	$167,899	1,655	-2.7%	Shares	Sole	2021-11-05
2021-06-30	$178,162	1,701	-12.0%	Shares	Sole	2021-08-09
2021-03-31	$202,559	1,933	-4.7%	Shares	Sole	2021-05-12
2020-12-31	$171,349	2,029	-4.2%	Shares	Sole	2021-02-11
2020-09-30	$152,496	2,118	+0.3%	Shares	Sole	2020-11-12
2020-06-30	$188,453	2,112	-1.4%	Shares	Sole	2020-07-31
2020-03-31	$155,281	2,143	—	Shares	Sole	2020-05-13
No filing history on record for this holder in this stock.