Optas, LLC

Position in CVX — Chevron Corp

CIK 1802961 DRIPPING SPRINGS, TX

Position in CVX

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$805,759

-$132,945 QoQ

Shares Held

4,861

+7.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.18%

of 13F equity value

Holder Rank

#2,567

of 4,109 holders

Holding Since

Mar 2020

23 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

Optas, LLC holds $2,446,691 across 3 Oil & Gas Integrated names. CVX ranks #2 (32.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	XOM	ExxonMobil Holdings Corp	10,016	$1,369,386
2	CVX	Chevron Corp This page	4,861	$805,759
3	NFG	National Fuel Gas Co	3,517	$271,546

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$805,759	4,861	+7.1%	Shares	Other	2026-07-21
2026-03-31	$938,704	4,537	+33.9%	Shares	Other	2026-04-27
2025-12-31	$516,364	3,388	+8.4%	Shares	Sole	2026-01-27
2025-09-30	$485,280	3,125	+78.5%	Shares	Other	2025-10-15
2025-06-30	$250,724	1,751	-33.5%	Shares	Other	2025-07-23
2025-03-31	$440,808	2,635	+19.1%	Shares	Other	2025-04-17
2024-12-31	$320,528	2,213	+32.4%	Shares	Other	2025-01-24
2024-06-30	$261,532	1,672	+19.0%	Shares	Sole	2024-07-25
2024-03-31	$221,622	1,405	+17.6%	Shares	Sole	2024-04-18
2023-09-30	$201,499	1,195	-10.1%	Shares	Sole	2023-10-31
2023-03-31	$216,838	1,329	+13.7%	Shares	Sole	2023-04-18
2022-12-31	$209,822	1,169	-21.6%	Shares	Sole	2023-01-30
2022-09-30	$214,354	1,492	-46.9%	Shares	Sole	2022-11-01
2022-06-30	$406,829	2,810	-35.3%	Shares	Other	2022-08-01
2022-03-31	$706,680	4,340	-36.4%	Shares	Other	2022-04-26
2021-12-31	$800,443	6,821	+0.0%	Shares	Other	2022-01-26
2021-09-30	$691,786	6,819	-11.9%	Shares	Other	2021-10-14
2021-06-30	$810,790	7,741	-1.7%	Shares	Other	2021-07-27
2021-03-31	$825,325	7,876	-31.6%	Shares	Sole	2021-04-19
2020-12-31	$971,849	11,508	-10.1%	Shares	Other	2021-01-27
2020-09-30	$922,104	12,807	+23.3%	Shares	Other	2020-10-23
2020-06-30	$926,563	10,384	+15.6%	Shares	Sole	2020-07-31
2020-03-31	$650,980	8,984	—	Shares	Sole	2020-04-14
No filing history on record for this holder in this stock.