CSM Advisors, LLC

Position in CVX — Chevron Corp

CIK 1863523 WARRENDALE, PA

Position in CVX

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$37,645,919

-$5,797,494 QoQ

Shares Held

227,111

+8.2% QoQ

Ownership

0.011%

of shares outstanding

% of Portfolio

0.90%

of 13F equity value

Holder Rank

#345

of 4,109 holders

Holding Since

Mar 2021

22 quarters on record

Voting authority Sole 69% Shared 0% None 31%

Energy · as of Jun 30, 2026

CSM Advisors, LLC holds $72,545,821 across 3 Oil & Gas Integrated names. CVX ranks #1 (51.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CVX	Chevron Corp This page	227,111	$37,645,919
2	SHEL	Shell plc	345,744	$26,808,989
3	NFG	National Fuel Gas Co	104,791	$8,090,913

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$37,645,919	227,111	+8.2%	Shares	Sole	2026-08-14
2026-03-31	$43,443,413	209,973	-18.6%	Shares	Sole	2026-05-15
2025-12-31	$39,335,954	258,093	-9.0%	Shares	Sole	2026-02-11
2025-09-30	$44,030,616	283,538	+159.3%	Shares	Sole	2025-11-14
2025-06-30	$15,660,117	109,366	+3.2%	Shares	Sole	2025-08-07
2025-03-31	$17,722,033	105,936	-1.5%	Shares	Sole	2025-05-14
2024-12-31	$15,579,859	107,566	+18.6%	Shares	Sole	2025-02-14
2024-09-30	$13,359,008	90,711	-1.3%	Shares	Sole	2024-11-14
2024-06-30	$14,373,903	91,893	+11.0%	Shares	Sole	2024-08-14
2024-03-31	$13,062,607	82,811	+0.4%	Shares	Sole	2024-05-15
2023-12-31	$12,302,865	82,481	-1.1%	Shares	Sole	2024-02-14
2023-09-30	$14,067,292	83,426	-1.8%	Shares	Sole	2023-11-13
2023-06-30	$13,372,547	84,986	-2.5%	Shares	Sole	2023-08-14
2023-03-31	$14,217,925	87,141	+8.1%	Shares	Sole	2023-05-15
2022-12-31	$14,465,278	80,591	+5.1%	Shares	Sole	2023-02-14
2022-09-30	$11,019,632	76,701	-11.3%	Shares	Sole	2022-11-14
2022-06-30	$12,512,756	86,426	+0.6%	Shares	Sole	2022-08-11
2022-03-31	$13,992,958	85,936	-12.8%	Shares	Sole	2022-05-16
2021-12-31	$11,559,679	98,506	+51.4%	Shares	Sole	2022-02-09
2021-09-30	$6,601,452	65,071	+1.1%	Shares	Sole	2021-11-15
2021-06-30	$6,742,218	64,371	-3.7%	Shares	Sole	2021-08-16
2021-03-31	$7,002,172	66,821	—	Shares	Sole	2021-05-21
No filing history on record for this holder in this stock.