Concord Wealth Partners

Position in CVX — Chevron Corp

CIK 1814214 ABINGDON, VA

Position in CVX

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$3,277,406

-$1,197,634 QoQ

Shares Held

19,772

-8.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.90%

of 13F equity value

Holder Rank

#1,418

of 4,109 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

Concord Wealth Partners holds $8,243,126 across 5 Oil & Gas Integrated names. CVX ranks #2 (39.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	XOM	ExxonMobil Holdings Corp	35,786	$4,892,661
2	CVX	Chevron Corp This page	19,772	$3,277,406
3	SHEL	Shell plc	464	$35,978
4	BP	Bp PLC	713	$26,345
5	SU	Suncor Energy Inc	200	$10,736

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,277,406	19,772	-8.6%	Shares	Sole	2026-07-27
2026-03-31	$4,475,040	21,629	+169.3%	Shares	Sole	2026-05-01
2025-12-31	$1,224,157	8,032	-0.7%	Shares	Sole	2026-01-29
2025-09-30	$1,255,519	8,085	-12.8%	Shares	Sole	2025-11-05
2025-06-30	$1,326,941	9,267	+12.1%	Shares	Sole	2025-07-25
2025-03-31	$1,383,153	8,268	+6.1%	Shares	Sole	2025-05-02
2024-12-31	$1,128,303	7,790	-67.6%	Shares	Sole	2025-01-24
2024-09-30	$3,544,788	24,070	+5.2%	Shares	Sole	2024-10-24
2024-06-30	$3,580,610	22,891	+0.5%	Shares	Sole	2024-07-31
2024-03-31	$3,592,528	22,775	+16.7%	Shares	Sole	2024-04-30
2023-12-31	$2,912,199	19,524	+37.4%	Shares	Sole	2024-04-30
2023-09-30	$2,395,247	14,205	+8.0%	Shares	Sole	2024-04-30
2023-06-30	$2,070,096	13,156	+71.9%	Shares	Sole	2023-08-08
2023-03-31	$1,248,500	7,652	+212.7%	Shares	Sole	2023-04-26
2022-12-31	$439,212	2,447	-22.8%	Shares	Sole	2023-01-30
2022-09-30	$455,433	3,170	-7.6%	Shares	Sole	2022-11-10
2022-06-30	$496,450	3,429	-2.9%	Shares	Sole	2022-08-04
2022-03-31	$574,952	3,531	-7.2%	Shares	Sole	2022-04-20
2021-12-31	$446,751	3,807	+33.5%	Shares	Sole	2022-01-21
2021-09-30	$289,335	2,852	-23.2%	Shares	Sole	2021-11-09
2021-06-30	$388,899	3,713	-11.3%	Shares	Sole	2021-07-29
2021-03-31	$438,441	4,184	+123.7%	Shares	Sole	2021-05-13
2020-12-31	$157,921	1,870	—	Shares	Sole	2021-02-16
No filing history on record for this holder in this stock.