FRG Family Wealth Advisors LLC

Position in CVX — Chevron Corp

CIK 1893327 BELLEVUE, WA

Position in CVX

as of Mar 31, 2026 · filed Apr 24, 2026 Compact

Position Value

$1,531,680

+$351,570 QoQ

Shares Held

7,403

-4.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.35%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 88% Shared 0% None 12%

Energy · as of Mar 31, 2026

FRG Family Wealth Advisors LLC holds $3,698,968 across 3 Oil & Gas Integrated names. CVX ranks #2 (41.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	XOM	ExxonMobil Holdings Corp	11,354	$1,926,319
2	CVX	Chevron Corp This page	7,403	$1,531,680
3	BP	Bp PLC	5,127	$240,969

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,531,680	7,403	-4.4%	Shares	Sole	2026-04-24
2025-12-31	$1,180,110	7,743	-3.7%	Shares	Sole	2026-01-21
2025-09-30	$1,248,065	8,037	-7.3%	Shares	Sole	2025-11-13
2025-06-30	$1,241,027	8,667	0.0%	Shares	Sole	2025-08-04
2025-03-31	$1,449,902	8,667	-10.2%	Shares	Sole	2025-05-15
2024-12-31	$1,397,271	9,647	0.0%	Shares	Sole	2025-02-13
2024-09-30	$1,420,713	9,647	0.0%	Shares	Sole	2024-11-18
2024-06-30	$1,508,983	9,647	-1.7%	Shares	Sole	2024-08-07
2024-03-31	$1,547,587	9,811	+1.7%	Shares	Sole	2024-05-15
2023-12-31	$1,438,797	9,646	-0.6%	Shares	Sole	2024-01-09
2023-09-30	$1,636,119	9,703	-3.6%	Shares	Sole	2023-10-11
2023-06-30	$1,583,098	10,061	+1.8%	Shares	Sole	2023-07-13
2023-03-31	$1,612,673	9,884	+2.6%	Shares	Sole	2023-04-18
2022-12-31	$1,729,206	9,634	+0.3%	Shares	Sole	2023-01-25
2022-09-30	$1,380,525	9,609	+13.8%	Shares	Sole	2022-10-12
2022-06-30	$1,222,522	8,444	+5.8%	Shares	Sole	2022-07-11
2022-03-31	$1,300,034	7,984	+2.6%	Shares	Sole	2022-05-06
2021-12-31	$913,452	7,784	+5.7%	Shares	Sole	2022-02-09
2021-09-30	$747,382	7,367	-7.9%	Shares	Sole	2022-03-02
2021-06-30	$837,396	7,995	0.0%	Shares	Sole	2022-03-02
2021-03-31	$837,796	7,995	+0.9%	Shares	Sole	2022-03-02
2020-12-31	$668,844	7,920	-20.9%	Shares	Sole	2022-03-02
2020-09-30	$721,008	10,014	-1.1%	Shares	Sole	2022-03-02
2020-06-30	$903,364	10,124	-16.7%	Shares	Sole	2022-03-02
2020-03-31	$880,678	12,154	—	Shares	Sole	2022-03-02
No filing history on record for this holder in this stock.