Independent Solutions Wealth Management, LLC

Position in CVX — Chevron Corp

CIK 1818391 Williamsville, NY

Position in CVX

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$6,463,811

-$1,514,873 QoQ

Shares Held

38,995

+1.1% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

1.81%

of 13F equity value

Holder Rank

#959

of 4,109 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

Independent Solutions Wealth Management, LLC holds $13,660,816 across 4 Oil & Gas Integrated names. CVX ranks #1 (47.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CVX	Chevron Corp This page	38,995	$6,463,811
2	XOM	ExxonMobil Holdings Corp	38,344	$5,242,391
3	NFG	National Fuel Gas Co	14,773	$1,140,623
4	TTE	TotalEnergies SE	10,468	$813,991

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,463,811	38,995	+1.1%	Shares	Sole	2026-07-29
2026-03-31	$7,978,684	38,563	+60.4%	Shares	Sole	2026-04-27
2025-12-31	$3,664,850	24,046	-8.1%	Shares	Sole	2026-02-05
2025-09-30	$4,062,696	26,162	+2.9%	Shares	Sole	2025-10-23
2025-06-30	$3,642,324	25,437	+3.5%	Shares	Sole	2025-07-23
2025-03-31	$4,110,817	24,573	+0.8%	Shares	Sole	2025-04-23
2024-12-31	$3,529,895	24,371	+5.9%	Shares	Sole	2025-02-11
2024-09-30	$3,388,829	23,011	+3.2%	Shares	Sole	2024-12-19
2024-06-30	$3,487,383	22,295	-1.2%	Shares	Sole	2024-12-19
2024-03-31	$3,560,822	22,574	+7.6%	Shares	Sole	2024-12-19
2023-12-31	$3,128,780	20,976	+22.0%	Shares	Sole	2024-12-19
2023-09-30	$2,899,083	17,193	-8.9%	Shares	Sole	2024-12-19
2023-06-30	$2,971,082	18,882	+2.4%	Shares	Sole	2024-12-19
2023-03-31	$3,007,201	18,431	+2.7%	Shares	Sole	2024-12-19
2022-12-31	$3,221,845	17,950	+7.1%	Shares	Sole	2024-12-19
2022-09-30	$2,407,909	16,760	-23.2%	Shares	Sole	2024-12-19
2022-06-30	$3,160,836	21,832	-10.7%	Shares	Sole	2024-12-19
2022-03-31	$3,980,542	24,446	+6.7%	Shares	Sole	2024-12-19
2021-12-31	$2,688,840	22,913	+10.7%	Shares	Sole	2024-12-19
2021-09-30	$2,099,609	20,696	+3.1%	Shares	Sole	2024-12-19
2021-06-30	$2,101,608	20,065	+95.0%	Shares	Sole	2024-12-19
2021-03-31	$1,078,184	10,289	+212.7%	Shares	Sole	2024-12-19
2020-12-31	$277,840	3,290	-18.3%	Shares	Sole	2024-12-19
2020-09-30	$289,944	4,027	-11.3%	Shares	Sole	2024-12-19
2020-06-30	$405,282	4,542	-7.9%	Shares	Sole	2024-12-19
2020-03-31	$357,155	4,929	—	Shares	Sole	2024-12-19
No filing history on record for this holder in this stock.