Position in CVX
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$57,011,660
-$13,961,247 QoQ
Shares Held
343,941
+0.3% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
0.43%
of 13F equity value
Holder Rank
#265
of 4,109 holders
Holding Since
Sep 2020
24 quarters on record
Common Shares in CVX Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Integrated
Energy · as of Jun 30, 2026Kestra Advisory Services, LLC holds $189,909,766 across 10 Oil & Gas Integrated names. CVX ranks #2 (30.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XOM |
ExxonMobil Holdings Corp
|
824,017 | $112,659,604 | |
| 2 | CVX |
Chevron Corp
This page
|
343,941 | $57,011,660 | |
| 3 | SHEL |
Shell plc
|
100,359 | $7,781,836 | |
| 4 | BP |
Bp PLC
|
144,249 | $5,330,000 | |
| 5 | SU |
Suncor Energy Inc
|
51,314 | $2,754,535 | |
| 6 | TTE |
TotalEnergies SE
|
20,146 | $1,566,552 | |
| 7 | PBR |
Petrobras - Petroleo Brasileiro SA
|
60,755 | $981,800 | |
| 8 | IMO |
Imperial Oil Ltd
|
7,851 | $879,469 |
All Filings in CVX
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $57,011,660 | 343,941 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $70,972,907 | 343,030 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $49,747,386 | 326,405 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $48,867,123 | 314,683 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $44,007,871 | 307,339 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $49,496,928 | 295,875 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $45,900,809 | 316,907 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $45,802,737 | 311,012 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $60,971,108 | 389,791 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $50,014,463 | 317,069 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $40,870,884 | 274,007 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $44,986,297 | 266,791 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $39,313,582 | 249,848 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $38,318,289 | 234,851 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $57,877,447 | 322,455 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $42,884,345 | 298,492 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $42,287,776 | 292,083 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $43,064,464 | 264,475 | Shares | Sole | 2022-07-20 | |
| 2021-12-31 | $33,183,294 | 282,772 | Shares | Sole | 2022-07-25 | |
| 2021-09-30 | $27,507,051 | 271,139 | Shares | Sole | 2022-07-25 | |
| 2021-06-30 | $26,297,804 | 251,077 | Shares | Sole | 2022-07-26 | |
| 2021-03-31 | $25,763,355 | 245,857 | Shares | Sole | 2022-07-27 | |
| 2020-12-31 | $18,991,369 | 224,883 | Shares | Sole | 2022-07-28 | |
| 2020-09-30 | $10,695,384 | 148,547 | Shares | Sole | 2022-07-29 | |
| No filing history on record for this holder in this stock. | ||||||