Position in CVX
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$3,339,069
-$552,926 QoQ
Shares Held
20,144
+7.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#1,401
of 4,108 holders
Holding Since
Mar 2022
17 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, 2026Aaron Wealth Advisors LLC holds $17,391,957 across 8 Oil & Gas Integrated names. CVX ranks #2 (19.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XOM |
ExxonMobil Holdings Corp
|
59,358 | $8,115,425 | |
| 2 | CVX |
Chevron Corp
This page
|
20,144 | $3,339,069 | |
| 3 | SHEL |
Shell plc
|
37,560 | $2,912,402 | |
| 4 | BP |
Bp PLC
|
28,316 | $1,046,276 | |
| 5 | E |
Eni Spa
|
16,559 | $775,954 | |
| 6 | TTE |
TotalEnergies SE
|
5,537 | $430,557 | |
| 7 | EQNR |
Equinor ASA
|
12,308 | $386,471 | |
| 8 | PBR |
Petrobras - Petroleo Brasileiro SA
|
23,874 | $385,803 |
All Filings in CVX
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,339,069 | 20,144 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $3,891,995 | 18,811 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $3,063,898 | 20,103 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $2,645,675 | 17,037 | Shares | Sole | 2025-10-03 | |
| 2025-06-30 | $1,038,843 | 7,255 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $1,542,915 | 9,223 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $1,283,282 | 8,860 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $1,067,854 | 7,251 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $1,051,611 | 6,723 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $1,042,030 | 6,606 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $644,520 | 4,321 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $798,584 | 4,736 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $676,447 | 4,299 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $703,709 | 4,313 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $628,394 | 3,501 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $224,556 | 1,563 | Shares | Sole | 2022-10-21 | |
| 2022-03-31 | $764,000 | 124,402 | Shares | Sole | 2022-05-10 | |
| No filing history on record for this holder in this stock. | ||||||