WFA of San Diego, LLC

Position in CVX — Chevron Corp

CIK 1821407 SAN DIEGO, CA

Position in CVX

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$336,658

-$87,693 QoQ

Shares Held

2,031

-1.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.59%

of 13F equity value

Holder Rank

#3,386

of 4,109 holders

Holding Since

Jun 2020

20 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

WFA of San Diego, LLC holds $1,825,265 across 2 Oil & Gas Integrated names. CVX ranks #2 (18.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	XOM	ExxonMobil Holdings Corp	10,888	$1,488,607
2	CVX	Chevron Corp This page	2,031	$336,658

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$336,658	2,031	-1.0%	Shares	Sole	2026-08-14
2026-03-31	$424,351	2,051	-1.4%	Shares	Sole	2026-05-11
2025-12-31	$317,165	2,081	-12.1%	Shares	Sole	2026-02-17
2025-09-30	$367,571	2,367	-2.7%	Shares	Sole	2026-02-17
2025-06-30	$348,238	2,432	+11.6%	Shares	Sole	2025-08-15
2024-09-30	$320,901	2,179	0.0%	Shares	Sole	2024-11-13
2024-06-30	$340,839	2,179	0.0%	Shares	Sole	2024-08-14
2023-09-30	$367,422	2,179	-10.3%	Shares	Sole	2023-11-02
2023-06-30	$382,203	2,429	-3.8%	Shares	Sole	2023-08-10
2023-03-31	$411,979	2,525	+3.6%	Shares	Sole	2023-04-17
2022-12-31	$437,417	2,437	0.0%	Shares	Sole	2023-01-31
2022-09-30	$350,123	2,437	-2.2%	Shares	Sole	2022-10-18
2022-06-30	$360,646	2,491	-10.7%	Shares	Sole	2022-07-28
2022-03-31	$454,458	2,791	-10.2%	Shares	Sole	2022-04-25
2021-12-31	$364,606	3,107	-5.2%	Shares	Sole	2022-02-07
2021-09-30	$332,350	3,276	-11.2%	Shares	Sole	2021-10-25
2021-06-30	$386,595	3,691	0.0%	Shares	Sole	2021-08-11
2021-03-31	$386,779	3,691	-6.3%	Shares	Sole	2021-05-14
2020-09-30	$283,752	3,941	-77.7%	Shares	Sole	2020-11-06
2020-06-30	$1,575,177	17,653	—	Shares	Sole	2020-08-18
No filing history on record for this holder in this stock.