Opal Wealth Advisors, LLC

Position in CVX — Chevron Corp

CIK 1844201 JERICHO, NY

Position in CVX

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$526,785

-$82,535 QoQ

Shares Held

3,178

+7.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.46%

of 13F equity value

Holder Rank

#2,970

of 4,105 holders

Holding Since

Mar 2021

21 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

Opal Wealth Advisors, LLC holds $1,970,958 across 2 Oil & Gas Integrated names. CVX ranks #2 (26.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	XOM	ExxonMobil Holdings Corp	10,563	$1,444,173
2	CVX	Chevron Corp This page	3,178	$526,785

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$526,785	3,178	+7.9%	Shares	Sole	2026-07-20
2026-03-31	$609,320	2,945	+12.2%	Shares	Sole	2026-04-14
2025-12-31	$399,923	2,624	-20.4%	Shares	Sole	2026-01-26
2025-09-30	$511,835	3,296	+31.7%	Shares	Sole	2025-10-24
2025-06-30	$358,261	2,502	-6.6%	Shares	Sole	2025-07-14
2025-03-31	$448,002	2,678	+45.2%	Shares	Sole	2025-04-16
2024-12-31	$267,084	1,844	-3.5%	Shares	Sole	2025-01-29
2024-09-30	$281,432	1,911	-14.5%	Shares	Sole	2024-10-15
2024-06-30	$349,442	2,234	-22.9%	Shares	Sole	2024-07-12
2024-03-31	$457,130	2,898	-36.5%	Shares	Sole	2024-04-11
2023-12-31	$680,915	4,565	-5.3%	Shares	Sole	2024-01-22
2023-09-30	$812,411	4,818	+12.2%	Shares	Sole	2023-10-18
2023-06-30	$675,660	4,294	+46.4%	Shares	Sole	2023-07-27
2023-03-31	$478,711	2,934	+38.9%	Shares	Sole	2023-04-19
2022-12-31	$379,082	2,112	-16.9%	Shares	Sole	2023-02-03
2022-09-30	$365,352	2,543	+1.4%	Shares	Sole	2022-10-17
2022-06-30	$363,253	2,509	+24.2%	Shares	Sole	2022-08-10
2022-03-31	$328,916	2,020	+3.9%	Shares	Sole	2022-05-09
2021-12-31	$228,245	1,945	-7.6%	Shares	Sole	2022-01-31
2021-06-30	$220,582	2,106	+1.6%	Shares	Sole	2021-08-02
2021-03-31	$217,229	2,073	—	Shares	Sole	2021-04-29
No filing history on record for this holder in this stock.