Position in CVX
as of Mar 31, 2026
· filed Apr 7, 2026
Position Value
$43,170,719
+$10,659,533 QoQ
Shares Held
208,655
-2.2% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
1.55%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2021
19 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CVX Over Time
Shares Held
Position Value (USD)
Derivatives in CVX
reported options exposure · as of Jun 30, 2023CallValue
$1,650
CallShares
15,000
PutValue
$0
PutShares
0
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 Mar 31, 2026U.S. Capital Wealth Advisors, LLC holds $119,506,482 across 8 Oil & Gas Integrated names. CVX ranks #2 (36.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XOM |
ExxonMobil Holdings Corp
|
295,742 | $50,175,587 | |
| 2 | CVX |
Chevron Corp
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|
208,655 | $43,170,719 | |
| 3 | CVE |
Cenovus Energy Inc.
|
685,981 | $18,199,075 | |
| 4 | SHEL |
Shell plc
|
55,752 | $5,184,936 | |
| 5 | BP |
Bp PLC
|
18,222 | $856,434 | |
| 6 | E |
Eni Spa
|
14,890 | $842,922 | |
| 7 | TTE |
TotalEnergies SE
|
8,387 | $763,049 | |
| 8 | PBR |
Petrobras - Petroleo Brasileiro SA
|
15,121 | $313,760 |
All Filings in CVX
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20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $43,170,719 | 208,655 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $32,511,186 | 213,314 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $32,969,464 | 212,309 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $30,270,938 | 211,404 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $33,395,600 | 199,627 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $25,737,343 | 177,695 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $26,374,731 | 179,091 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $30,106,939 | 192,475 | Shares | Sole | 2024-07-11 | |
| 2024-03-31 | $30,877,289 | 195,748 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $29,228,200 | 195,952 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $32,197,483 | 190,947 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $29,441,286 | 187,107 | Shares | Sole | 2023-08-04 | |
| 2023-06-30 | $1,650 | 15,000 | Call | Sole | 2023-08-04 | |
| 2023-03-31 | $28,528,199 | 174,848 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $30,904,229 | 172,178 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $25,097,999 | 174,692 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $25,195,484 | 174,026 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $27,464,373 | 168,669 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $22,739,261 | 193,773 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $20,743,278 | 204,468 | Shares | Sole | 2021-11-01 | |
| No filing history on record for this holder in this stock. | ||||||