Aprio Wealth Management, LLC

Position in CVX — Chevron Corp

CIK 1803519 ATLANTA, GA

Position in CVX

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$4,383,025

-$1,118,652 QoQ

Shares Held

26,442

-0.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.79%

of 13F equity value

Holder Rank

#1,211

of 4,109 holders

Holding Since

Mar 2022

16 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

Aprio Wealth Management, LLC holds $12,027,256 across 8 Oil & Gas Integrated names. CVX ranks #2 (36.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	XOM	ExxonMobil Holdings Corp	35,967	$4,917,408
2	CVX	Chevron Corp This page	26,442	$4,383,025
3	SHEL	Shell plc	12,427	$963,589
4	IMO	Imperial Oil Ltd	4,689	$525,261
5	PBR	Petrobras - Petroleo Brasileiro SA	25,414	$410,690
6	BP	Bp PLC	8,281	$305,982
7	TTE	TotalEnergies SE	3,398	$264,228
8	SU	Suncor Energy Inc	4,789	$257,073

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,383,025	26,442	-0.6%	Shares	Sole	2026-07-24
2026-03-31	$5,501,677	26,591	+165.4%	Shares	Sole	2026-05-11
2025-12-31	$1,527,300	10,021	+12.8%	Shares	Sole	2026-01-29
2025-09-30	$1,379,906	8,886	+21.9%	Shares	Sole	2025-11-12
2025-06-30	$1,043,998	7,291	+1.5%	Shares	Sole	2025-08-14
2025-03-31	$1,201,978	7,185	+42.4%	Shares	Sole	2025-05-15
2024-12-31	$731,007	5,047	+10.9%	Shares	Sole	2025-01-13
2024-09-30	$670,373	4,552	-19.1%	Shares	Sole	2024-10-08
2024-06-30	$879,862	5,625	+104.5%	Shares	Sole	2024-07-10
2024-03-31	$433,942	2,751	+95.0%	Shares	Sole	2024-04-10
2023-12-31	$210,464	1,411	-7.3%	Shares	Sole	2024-01-17
2023-09-30	$256,639	1,522	+9.1%	Shares	Sole	2023-10-10
2023-06-30	$219,503	1,395	+2.0%	Shares	Sole	2023-07-13
2022-12-31	$245,362	1,367	-51.6%	Shares	Sole	2023-01-11
2022-06-30	$409,003	2,825	+53.0%	Shares	Sole	2022-07-26
2022-03-31	$300,747	1,847	—	Shares	Sole	2022-04-19
No filing history on record for this holder in this stock.