Position in CVX
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,320,775
-$321,597 QoQ
Shares Held
7,968
+0.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.76%
of 13F equity value
Holder Rank
#2,098
of 4,105 holders
Holding Since
Sep 2021
19 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CVX Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Integrated
Energy · as of Jun 30, 2026Bell Investment Advisors, Inc holds $2,510,586 across 8 Oil & Gas Integrated names. CVX ranks #1 (52.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVX |
Chevron Corp
This page
|
7,968 | $1,320,775 | |
| 2 | XOM |
ExxonMobil Holdings Corp
|
8,178 | $1,118,096 | |
| 3 | TTE |
TotalEnergies SE
|
365 | $28,382 | |
| 4 | SU |
Suncor Energy Inc
|
206 | $11,058 | |
| 5 | EQNR |
Equinor ASA
|
350 | $10,990 | |
| 6 | BP |
Bp PLC
|
272 | $10,050 | |
| 7 | IMO |
Imperial Oil Ltd
|
56 | $6,273 | |
| 8 | SHEL |
Shell plc
|
64 | $4,962 |
All Filings in CVX
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,320,775 | 7,968 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $1,642,372 | 7,938 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $1,131,949 | 7,427 | Shares | Sole | 2026-02-24 | |
| 2025-09-30 | $1,155,978 | 7,444 | Shares | Sole | 2025-11-21 | |
| 2025-06-30 | $1,040,418 | 7,266 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $334,580 | 2,000 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $271,140 | 1,872 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $307,941 | 2,091 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $454,400 | 2,905 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $451,609 | 2,863 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $399,003 | 2,675 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $481,578 | 2,856 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $345,225 | 2,194 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $366,294 | 2,245 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $394,519 | 2,198 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $306,591 | 2,134 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $301,142 | 2,080 | Shares | Sole | 2022-08-12 | |
| 2021-12-31 | $238,337 | 2,031 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $195,697 | 1,929 | Shares | Sole | 2021-11-12 | |
| No filing history on record for this holder in this stock. | ||||||