Legacy Wealth Asset Management, LLC

Position in CVX — Chevron Corp

CIK 1846151 WOODBURY, MN

Position in CVX

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$841,563

-$234,730 QoQ

Shares Held

5,077

-2.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.22%

of 13F equity value

Holder Rank

#2,530

of 4,099 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Energy · as of Jun 30, 2026

Legacy Wealth Asset Management, LLC holds $5,932,744 across 6 Oil & Gas Integrated names. CVX ranks #3 (14.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TTE	TotalEnergies SE	30,163	$2,345,474
2	EQNR	Equinor ASA	28,030	$880,142
3	CVX	Chevron Corp This page	5,077	$841,563
4	SHEL	Shell plc	8,464	$656,298
5	PBR	Petrobras - Petroleo Brasileiro SA	40,220	$649,955
6	BP	Bp PLC	15,137	$559,312

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$841,563	5,077	-2.4%	Shares	Sole	2026-07-09
2026-03-31	$1,076,293	5,202	-0.0%	Shares	Sole	2026-04-08
2025-12-31	$792,989	5,203	+0.3%	Shares	Sole	2026-01-12
2025-09-30	$805,178	5,185	+0.1%	Shares	Sole	2025-10-14
2025-06-30	$741,581	5,179	+0.3%	Shares	Sole	2025-07-30
2025-03-31	$863,718	5,163	-1.4%	Shares	Sole	2025-04-09
2024-12-31	$758,527	5,237	-1.9%	Shares	Sole	2025-01-15
2024-09-30	$786,274	5,339	+0.5%	Shares	Sole	2024-10-23
2024-06-30	$830,903	5,312	-16.8%	Shares	Sole	2024-08-14
2024-03-31	$1,006,854	6,383	+1.8%	Shares	Sole	2024-04-19
2023-12-31	$935,382	6,271	-0.4%	Shares	Sole	2024-01-10
2023-09-30	$1,061,294	6,294	+1.9%	Shares	Sole	2023-11-01
2023-06-30	$971,636	6,175	+6.4%	Shares	Sole	2023-08-04
2023-03-31	$946,491	5,801	-1.1%	Shares	Sole	2023-04-24
2022-12-31	$1,052,888	5,866	-1.4%	Shares	Sole	2023-02-02
2022-09-30	$854,549	5,948	-28.2%	Shares	Sole	2022-10-14
2022-06-30	$1,198,778	8,280	-5.3%	Shares	Sole	2022-07-19
2022-03-31	$1,423,948	8,745	-0.2%	Shares	Sole	2022-05-12
2021-12-31	$1,027,986	8,760	+2.2%	Shares	Sole	2022-02-10
2021-09-30	$869,325	8,569	+1.3%	Shares	Sole	2021-10-19
2021-06-30	$885,576	8,455	+1.8%	Shares	Sole	2021-07-14
2021-03-31	$870,700	8,309	+8.7%	Shares	Sole	2021-04-20
2020-12-31	$645,704	7,646	—	Shares	Sole	2021-03-25
No filing history on record for this holder in this stock.