Accel Wealth Management

Position in CVX — Chevron Corp

CIK 1838226 WAVERLY, IA

Position in CVX

as of Jun 30, 2026 · filed Jul 10, 2026 Compact

Position Value

$1,084,899

-$230,364 QoQ

Shares Held

6,545

+3.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.71%

of 13F equity value

Holder Rank

#2,293

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

Accel Wealth Management holds $2,357,736 across 3 Oil & Gas Integrated names. CVX ranks #1 (46.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CVX	Chevron Corp This page	6,545	$1,084,899
2	XOM	ExxonMobil Holdings Corp	7,248	$990,946
3	BP	Bp PLC	7,629	$281,891

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,084,899	6,545	+3.0%	Shares	Sole	2026-07-10
2026-03-31	$1,315,263	6,357	+8.8%	Shares	Sole	2026-04-08
2025-12-31	$890,226	5,841	-5.2%	Shares	Sole	2026-01-20
2025-09-30	$956,741	6,161	-4.7%	Shares	Sole	2025-10-08
2025-06-30	$925,866	6,466	-0.5%	Shares	Sole	2025-07-22
2025-03-31	$1,087,050	6,498	+1.8%	Shares	Sole	2025-04-10
2024-12-31	$924,658	6,384	-9.1%	Shares	Sole	2025-01-21
2024-09-30	$1,033,835	7,020	-6.9%	Shares	Sole	2024-10-15
2024-06-30	$1,178,937	7,537	+11.9%	Shares	Sole	2024-07-12
2024-03-31	$1,062,378	6,735	+7.1%	Shares	Sole	2024-04-19
2023-12-31	$937,918	6,288	+5.9%	Shares	Sole	2024-01-18
2023-09-30	$1,001,434	5,939	+27.3%	Shares	Sole	2023-10-19
2023-06-30	$734,037	4,665	+46.4%	Shares	Sole	2023-07-24
2023-03-31	$519,827	3,186	+2.5%	Shares	Sole	2023-04-20
2022-12-31	$557,675	3,107	-20.1%	Shares	Sole	2023-01-26
2022-09-30	$558,588	3,888	-4.3%	Shares	Sole	2022-10-12
2022-06-30	$588,385	4,064	+0.6%	Shares	Sole	2022-08-03
2022-03-31	$657,996	4,041	+0.5%	Shares	Sole	2022-04-29
2021-12-31	$471,747	4,020	+44.6%	Shares	Sole	2022-01-18
2021-09-30	$282,132	2,781	+0.9%	Shares	Sole	2021-11-04
2021-06-30	$288,768	2,757	+0.5%	Shares	Sole	2021-08-03
2021-03-31	$287,543	2,744	+5.6%	Shares	Sole	2021-05-10
2020-12-31	$219,485	2,599	—	Shares	Sole	2021-01-27
No filing history on record for this holder in this stock.