Soltis Investment Advisors LLC

Position in CVX — Chevron Corp

CIK 1802530 ST. GEORGE, UT

Back to CVX Full portfolio

Position in CVX

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$11,912,839

-$3,892,872 QoQ

Shares Held

71,868

-5.9% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.99%

of 13F equity value

Holder Rank

#690

of 4,109 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 87% Shared 0% None 13%

Common Shares in CVX Over Time

Shares Held

Position Value (USD)

Derivatives in CVX

reported options exposure · as of Jun 30, 2024

CallValue

CallShares

PutValue

$955

PutShares

19,100

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Oil & Gas Integrated

Energy · as of Jun 30, 2026

Soltis Investment Advisors LLC holds $18,975,523 across 4 Oil & Gas Integrated names. CVX ranks #1 (62.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CVX	Chevron Corp This page	71,868	$11,912,839
2	XOM	ExxonMobil Holdings Corp	46,293	$6,329,178
3	SHEL	Shell plc	5,089	$394,601
4	BP	Bp PLC	9,172	$338,905

All Filings in CVX

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27 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$11,912,839	71,868	-5.9%	Shares	Sole	2026-07-31
2026-03-31	$15,805,711	76,393	+1.2%	Shares	Sole	2026-04-27
2025-12-31	$11,502,230	75,469	+3.5%	Shares	Sole	2026-04-02
2025-09-30	$11,320,796	72,901	+3.1%	Shares	Sole	2025-11-12
2025-06-30	$10,127,112	70,725	-13.8%	Shares	Sole	2025-08-06
2025-03-31	$13,720,289	82,015	+3.2%	Shares	Sole	2025-05-13
2024-12-31	$11,514,780	79,500	+12.4%	Shares	Sole	2025-01-29
2024-09-30	$10,420,236	70,756	+19.6%	Shares	Sole	2025-01-03
2024-06-30	$955	19,100	—	Put	Sole	2024-08-12
2024-06-30	$9,250,365	59,138	+61.8%	Shares	Sole	2024-08-12
2024-03-31	$5,765,397	36,550	+2.8%	Shares	Sole	2024-05-29
2023-12-31	$5,305,770	35,571	-6.0%	Shares	Sole	2024-01-26
2023-09-30	$6,380,243	37,838	+9.4%	Shares	Sole	2023-11-08
2023-06-30	$5,442,107	34,586	+68.6%	Shares	Sole	2023-08-09
2023-03-31	$3,346,737	20,512	+12.4%	Shares	Sole	2023-05-03
2022-12-31	$3,275,692	18,250	-23.1%	Shares	Sole	2023-02-09
2022-09-30	$3,410,725	23,740	-7.4%	Shares	Sole	2022-11-14
2022-06-30	$3,712,303	25,641	-2.9%	Shares	Sole	2022-08-11
2022-03-31	$4,300,828	26,413	+0.4%	Shares	Sole	2022-05-06
2021-12-31	$3,087,830	26,313	+6.6%	Shares	Sole	2022-02-09
2021-09-30	$2,503,786	24,680	+6.0%	Shares	Sole	2021-11-09
2021-06-30	$2,439,289	23,289	+239.9%	Shares	Sole	2021-08-04
2021-03-31	$718,021	6,852	-10.5%	Shares	Sole	2021-05-11
2020-12-31	$646,211	7,652	-18.4%	Shares	Sole	2021-02-10
2020-09-30	$674,928	9,374	+7.7%	Shares	Sole	2020-10-28
2020-06-30	$776,568	8,703	-1.5%	Shares	Sole	2020-08-12
2020-03-31	$640,546	8,840	—	Shares	Sole	2020-05-07
No filing history on record for this holder in this stock.