TFC Financial Management, Inc.

Position in CVX — Chevron Corp

CIK 1827844 BOSTON, MA

Position in CVX

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$446,060

-$74,500 QoQ

Shares Held

2,691

+7.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.35%

of 13F equity value

Holder Rank

#3,109

of 4,109 holders

Holding Since

Sep 2020

24 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

TFC Financial Management, Inc. holds $6,229,386 across 4 Oil & Gas Integrated names. CVX ranks #2 (7.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	XOM	ExxonMobil Holdings Corp	41,610	$5,688,919
2	CVX	Chevron Corp This page	2,691	$446,060
3	SHEL	Shell plc	741	$57,457
4	BP	Bp PLC	1,000	$36,950

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$446,060	2,691	+7.0%	Shares	Sole	2026-07-23
2026-03-31	$520,560	2,516	0.0%	Shares	Sole	2026-04-23
2025-12-31	$383,463	2,516	+0.4%	Shares	Sole	2026-01-23
2025-09-30	$389,312	2,507	+2.2%	Shares	Sole	2025-10-24
2025-06-30	$351,245	2,453	-2.0%	Shares	Sole	2025-07-29
2025-03-31	$418,559	2,502	+1.0%	Shares	Sole	2025-04-24
2024-12-31	$358,768	2,477	+118.8%	Shares	Sole	2025-01-29
2024-09-30	$166,709	1,132	+3.2%	Shares	Sole	2024-10-25
2024-06-30	$171,592	1,097	-9.3%	Shares	Sole	2024-07-23
2024-03-31	$190,707	1,209	-35.6%	Shares	Sole	2024-04-30
2023-12-31	$280,122	1,878	+1.5%	Shares	Sole	2024-01-25
2023-09-30	$312,115	1,851	+31.7%	Shares	Sole	2023-10-23
2023-06-30	$221,076	1,405	+73.2%	Shares	Sole	2023-08-07
2023-03-31	$132,322	811	+2.8%	Shares	Sole	2023-05-08
2022-12-31	$141,617	789	+0.4%	Shares	Sole	2023-02-13
2022-09-30	$112,924	786	+0.6%	Shares	Sole	2022-10-21
2022-06-30	$113,073	781	+0.5%	Shares	Sole	2022-08-03
2022-03-31	$126,518	777	+0.5%	Shares	Sole	2022-05-04
2021-12-31	$90,711	773	-20.2%	Shares	Sole	2022-02-02
2021-09-30	$98,305	969	+0.6%	Shares	Sole	2021-11-02
2021-06-30	$100,864	963	+0.5%	Shares	Sole	2021-07-29
2021-03-31	$100,388	958	-34.1%	Shares	Sole	2021-05-03
2020-12-31	$122,705	1,453	+0.3%	Shares	Sole	2021-02-10
2020-09-30	$104,256	1,448	—	Shares	Sole	2020-11-12
No filing history on record for this holder in this stock.