Sovereign Financial Group, Inc.

Position in CVX — Chevron Corp

CIK 1846175 STAMFORD, CT

Position in CVX

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$435,617

-$166,048 QoQ

Shares Held

2,628

-9.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.18%

of 13F equity value

Holder Rank

#3,138

of 4,109 holders

Holding Since

Mar 2021

21 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

Sovereign Financial Group, Inc. holds $3,164,684 across 2 Oil & Gas Integrated names. CVX ranks #2 (13.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	XOM	ExxonMobil Holdings Corp	19,961	$2,729,067
2	CVX	Chevron Corp This page	2,628	$435,617

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$435,617	2,628	-9.6%	Shares	Sole	2026-07-24
2026-03-31	$601,665	2,908	+3.0%	Shares	Sole	2026-04-17
2025-12-31	$430,405	2,824	+1.1%	Shares	Sole	2026-01-07
2025-09-30	$433,880	2,794	+7.7%	Shares	Sole	2025-10-17
2025-06-30	$371,578	2,595	-10.4%	Shares	Sole	2025-07-25
2025-03-31	$484,304	2,895	+7.7%	Shares	Sole	2025-04-11
2024-12-31	$389,329	2,688	-15.6%	Shares	Sole	2025-01-14
2024-09-30	$468,907	3,184	-4.5%	Shares	Sole	2024-10-08
2024-06-30	$521,660	3,335	+1.0%	Shares	Sole	2024-07-15
2024-03-31	$521,015	3,303	+4.0%	Shares	Sole	2024-04-15
2023-12-31	$473,732	3,176	-18.8%	Shares	Sole	2024-02-06
2023-09-30	$659,304	3,910	-13.6%	Shares	Sole	2023-11-03
2023-06-30	$711,694	4,523	+14.2%	Shares	Sole	2023-07-31
2023-03-31	$646,439	3,962	+0.2%	Shares	Sole	2023-05-04
2022-12-31	$709,523	3,953	+58.2%	Shares	Sole	2023-02-14
2022-09-30	$358,887	2,498	-0.2%	Shares	Sole	2022-11-14
2022-06-30	$362,529	2,504	+3.8%	Shares	Sole	2022-08-15
2022-03-31	$392,745	2,412	+13.3%	Shares	Sole	2022-05-16
2021-12-31	$249,838	2,129	+3.7%	Shares	Sole	2022-02-15
2021-06-30	$215,031	2,053	0.0%	Shares	Sole	2021-08-12
2021-03-31	$215,133	2,053	—	Shares	Sole	2021-05-17
No filing history on record for this holder in this stock.