Position in CVX
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$608,007
-$229,731 QoQ
Shares Held
3,668
-9.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.38%
of 13F equity value
Holder Rank
#2,841
of 4,109 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, 2026BALLAST ADVISORS LLC holds $1,319,908 across 2 Oil & Gas Integrated names. CVX ranks #2 (46.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XOM |
ExxonMobil Holdings Corp
|
5,207 | $711,901 | |
| 2 | CVX |
Chevron Corp
This page
|
3,668 | $608,007 |
All Filings in CVX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $608,007 | 3,668 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $837,738 | 4,049 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $621,070 | 4,075 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $644,453 | 4,150 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $691,178 | 4,827 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $1,066,473 | 6,375 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $974,773 | 6,730 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $964,323 | 6,548 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $1,076,951 | 6,885 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $1,095,662 | 6,946 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $951,789 | 6,381 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $1,182,532 | 7,013 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $1,244,323 | 7,908 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $1,374,786 | 8,426 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $1,508,254 | 8,403 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $917,476 | 6,386 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $927,895 | 6,409 | Shares | Sole | 2022-07-20 | |
| 2022-03-31 | $762,532 | 4,683 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $572,433 | 4,878 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $494,568 | 4,875 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $522,862 | 4,992 | Shares | Sole | 2021-07-20 | |
| 2021-03-31 | $649,907 | 6,202 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $525,785 | 6,226 | Shares | Sole | 2021-02-05 | |
| 2020-09-30 | $460,584 | 6,397 | Shares | Sole | 2020-10-22 | |
| 2020-06-30 | $600,964 | 6,735 | Shares | Sole | 2020-07-29 | |
| 2020-03-31 | $479,975 | 6,624 | Shares | Sole | 2020-07-29 | |
| No filing history on record for this holder in this stock. | ||||||