Position in CVX
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$11,529,602
-$2,532,563 QoQ
Shares Held
69,556
+2.3% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#705
of 4,132 holders
Holding Since
Mar 2021
22 quarters on record
Voting authority
Sole 4%
Shared 0%
None 96%
Common Shares in CVX Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Integrated
Energy · as of Jun 30, 2026NewEdge Wealth, LLC holds $101,353,244 across 10 Oil & Gas Integrated names. CVX ranks #2 (11.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SU |
Suncor Energy Inc
|
1,148,025 | $61,625,982 | |
| 2 | CVX |
Chevron Corp
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|
69,556 | $11,529,602 | |
| 3 | XOM |
ExxonMobil Holdings Corp
|
77,751 | $10,630,116 | |
| 4 | IMO |
Imperial Oil Ltd
|
60,695 | $6,799,053 | |
| 5 | TTE |
TotalEnergies SE
|
53,133 | $4,131,622 | |
| 6 | SHEL |
Shell plc
|
52,083 | $4,038,515 | |
| 7 | BP |
Bp PLC
|
41,111 | $1,519,051 | |
| 8 | CVE |
Cenovus Energy Inc.
|
22,515 | $558,597 |
All Filings in CVX
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,529,602 | 69,556 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $14,062,165 | 67,966 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $13,069,767 | 85,754 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $12,671,664 | 81,600 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $10,842,919 | 75,724 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $10,305,231 | 61,601 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $8,296,000 | 57,277 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $8,265,381 | 56,124 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $6,426,515 | 41,085 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $7,838,573 | 49,693 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $7,123,434 | 47,757 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $7,692,781 | 45,622 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $6,759,441 | 42,958 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $6,972,642 | 42,735 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $7,300,037 | 40,671 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $5,987,734 | 41,677 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $5,514,525 | 38,089 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $866,744 | 5,323 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $415,184 | 3,538 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $324,335 | 3,197 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $249,281 | 2,380 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $278,217 | 2,655 | Shares | Sole | 2021-05-13 | |
| No filing history on record for this holder in this stock. | ||||||