Herold Advisors, Inc.

Position in CVX — Chevron Corp

CIK 1891713 New York, NY

Position in CVX

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$4,927,547

-$760,547 QoQ

Shares Held

29,727

+8.1% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

1.48%

of 13F equity value

Holder Rank

#1,134

of 4,105 holders

Holding Since

Sep 2021

20 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Energy · as of Jun 30, 2026

Herold Advisors, Inc. holds $17,006,190 across 6 Oil & Gas Integrated names. CVX ranks #2 (29.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	XOM	ExxonMobil Holdings Corp	65,431	$8,945,726
2	CVX	Chevron Corp This page	29,727	$4,927,547
3	SHEL	Shell plc	21,831	$1,692,775
4	BP	Bp PLC	24,012	$887,243
5	NFG	National Fuel Gas Co	4,193	$323,741
6	TTE	TotalEnergies SE	2,947	$229,158

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,927,547	29,727	+8.1%	Shares	Sole	2026-07-22
2026-03-31	$5,688,094	27,492	-1.8%	Shares	Sole	2026-05-15
2025-12-31	$4,265,193	27,985	-1.6%	Shares	Sole	2026-02-17
2025-09-30	$4,416,913	28,443	+0.9%	Shares	Sole	2025-11-13
2025-06-30	$4,037,098	28,194	+9.4%	Shares	Sole	2025-08-14
2025-03-31	$4,310,226	25,765	-1.2%	Shares	Sole	2025-05-13
2024-12-31	$3,778,730	26,089	+1.5%	Shares	Sole	2025-02-14
2024-09-30	$3,784,691	25,699	+3.6%	Shares	Sole	2024-11-14
2024-06-30	$3,880,154	24,806	+0.1%	Shares	Sole	2024-07-24
2024-03-31	$3,907,219	24,770	+1.2%	Shares	Sole	2024-05-10
2023-12-31	$3,649,199	24,465	+1.9%	Shares	Sole	2024-02-02
2023-09-30	$4,050,083	24,019	+8.1%	Shares	Sole	2023-11-08
2023-06-30	$3,496,159	22,219	+2.1%	Shares	Sole	2023-07-17
2023-03-31	$3,549,708	21,756	+3.1%	Shares	Sole	2023-04-19
2022-12-31	$3,787,059	21,099	-0.6%	Shares	Sole	2023-02-14
2022-09-30	$3,050,401	21,232	+0.5%	Shares	Sole	2022-11-08
2022-06-30	$3,058,477	21,125	-0.7%	Shares	Sole	2022-07-15
2022-03-31	$3,463,068	21,268	+1.6%	Shares	Sole	2022-05-09
2021-12-31	$2,456,252	20,931	+1.3%	Shares	Sole	2022-01-20
2021-09-30	$2,096,971	20,670	—	Shares	Sole	2021-11-03
No filing history on record for this holder in this stock.