Position in CVX
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$531,260
-$110,336 QoQ
Shares Held
3,205
+3.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#2,962
of 4,109 holders
Holding Since
Dec 2023
11 quarters on record
Common Shares in CVX Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Integrated
Energy · as of Jun 30, 2026N.E.W. Advisory Services LLC holds $1,309,929 across 8 Oil & Gas Integrated names. CVX ranks #2 (40.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XOM |
ExxonMobil Holdings Corp
|
3,955 | $540,727 | |
| 2 | CVX |
Chevron Corp
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|
3,205 | $531,260 | |
| 3 | BP |
Bp PLC
|
4,627 | $170,967 | |
| 4 | SHEL |
Shell plc
|
355 | $27,526 | |
| 5 | SU |
Suncor Energy Inc
|
376 | $20,183 | |
| 6 | PBR |
Petrobras - Petroleo Brasileiro SA
|
550 | $8,660 | |
| 7 | NFG |
National Fuel Gas Co
|
104 | $8,029 | |
| 8 | E |
Eni Spa
|
55 | $2,577 |
All Filings in CVX
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $531,260 | 3,205 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $641,596 | 3,101 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $261,687 | 1,717 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $348,160 | 2,242 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $321,031 | 2,242 | Shares | Sole | 2025-08-18 | |
| 2025-03-31 | $400,826 | 2,396 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $300,977 | 2,078 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $279,813 | 1,900 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $223,524 | 1,429 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $298,286 | 1,891 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $272,366 | 1,826 | Shares | Sole | 2024-02-06 | |
| No filing history on record for this holder in this stock. | ||||||