Ascentis Independent Advisors

Position in CVX — Chevron Corp

CIK 1845003 DALLAS, TX

Position in CVX

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$72,598

-$8,225,944 QoQ

Shares Held

438

-98.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.49%

of 13F equity value

Holder Rank

#3,973

of 4,099 holders

Holding Since

Dec 2020

19 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Energy · as of Jun 30, 2026

Ascentis Independent Advisors holds $92,831 across 2 Oil & Gas Integrated names. CVX ranks #1 (78.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	CVX	Chevron Corp This page	438	$72,598
2	XOM	ExxonMobil Holdings Corp	148	$20,233

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$72,598	438	-98.9%	Shares	Sole	2026-08-04
2026-03-31	$8,298,542	40,109	+132.1%	Shares	Sole	2026-04-28
2025-12-31	$2,634,254	17,284	+10.6%	Shares	Sole	2026-01-29
2025-09-30	$2,426,095	15,623	-16.4%	Shares	Sole	2025-10-21
2025-06-30	$2,676,793	18,694	+5.0%	Shares	Sole	2025-07-14
2025-03-31	$2,979,602	17,811	-3.7%	Shares	Sole	2025-04-23
2024-12-31	$2,677,946	18,489	+1.7%	Shares	Sole	2025-01-24
2024-09-30	$2,677,074	18,178	-13.8%	Shares	Sole	2024-10-25
2024-06-30	$3,297,333	21,080	-1.1%	Shares	Sole	2024-07-29
2023-12-31	$3,178,002	21,306	+1.4%	Shares	Sole	2024-02-02
2023-09-30	$3,544,392	21,020	+14.9%	Shares	Sole	2023-10-20
2023-06-30	$2,877,774	18,289	+137.4%	Shares	Sole	2023-07-19
2023-03-31	$1,256,984	7,704	+2.1%	Shares	Sole	2023-06-01
2022-03-31	$1,228,878	7,547	+62.3%	Shares	Sole	2022-05-18
2021-12-31	$545,560	4,649	-38.4%	Shares	Sole	2022-02-11
2021-09-30	$765,034	7,541	-27.1%	Shares	Sole	2021-11-15
2021-06-30	$1,083,116	10,341	-3.2%	Shares	Sole	2021-08-12
2021-03-31	$1,119,471	10,683	+273.0%	Shares	Sole	2021-05-13
2020-12-31	$241,864	2,864	—	Shares	Sole	2021-02-08
No filing history on record for this holder in this stock.