SOA Wealth Advisors, LLC.

Position in CVX — Chevron Corp

CIK 1849444 NEW YORK, NY

Position in CVX

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$629,556

-$168,664 QoQ

Shares Held

3,798

-1.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#2,809

of 4,108 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Energy · as of Jun 30, 2026

SOA Wealth Advisors, LLC. holds $1,158,295 across 4 Oil & Gas Integrated names. CVX ranks #1 (54.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CVX	Chevron Corp This page	3,798	$629,556
2	SHEL	Shell plc	6,377	$494,472
3	BP	Bp PLC	665	$24,571
4	PBR	Petrobras - Petroleo Brasileiro SA	600	$9,696

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$629,556	3,798	-1.6%	Shares	Sole	2026-07-21
2026-03-31	$798,220	3,858	+7.2%	Shares	Sole	2026-05-20
2025-12-31	$548,371	3,598	-43.1%	Shares	Sole	2026-01-20
2025-09-30	$982,209	6,325	+2.0%	Shares	Sole	2025-10-21
2025-06-30	$888,064	6,202	+2.5%	Shares	Sole	2025-07-18
2025-03-31	$1,011,769	6,048	+0.7%	Shares	Sole	2025-04-14
2024-12-31	$869,764	6,005	-0.1%	Shares	Sole	2025-02-06
2024-09-30	$885,092	6,010	+0.8%	Shares	Sole	2024-11-20
2024-06-30	$932,888	5,964	-2.6%	Shares	Sole	2024-07-17
2024-03-31	$965,526	6,121	+1.6%	Shares	Sole	2024-04-10
2023-12-31	$898,241	6,022	+2.6%	Shares	Sole	2024-02-13
2023-09-30	$989,293	5,867	+1.9%	Shares	Sole	2023-10-10
2023-06-30	$905,549	5,755	+0.6%	Shares	Sole	2023-07-07
2023-03-31	$932,948	5,718	+1.8%	Shares	Sole	2023-04-28
2022-12-31	$1,008,554	5,619	-8.8%	Shares	Sole	2023-01-10
2022-09-30	$884,719	6,158	-5.1%	Shares	Sole	2022-10-07
2022-06-30	$939,622	6,490	-5.3%	Shares	Sole	2022-07-13
2022-03-31	$1,115,385	6,850	-1.5%	Shares	Sole	2022-04-07
2021-12-31	$816,169	6,955	+0.8%	Shares	Sole	2022-01-13
2021-09-30	$699,700	6,897	-1.2%	Shares	Sole	2021-10-12
2021-06-30	$731,085	6,980	+3.7%	Shares	Sole	2021-07-14
2021-03-31	$705,341	6,731	+0.9%	Shares	Sole	2021-04-26
2020-12-31	$563,619	6,674	—	Shares	Sole	2021-03-10
No filing history on record for this holder in this stock.