Position in CVX
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$21,422,988
-$5,581,600 QoQ
Shares Held
129,241
-1.0% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.58%
of 13F equity value
Holder Rank
#472
of 4,105 holders
Holding Since
Sep 2021
20 quarters on record
Voting authority
Sole 96%
Shared 0%
None 4%
Common Shares in CVX Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Integrated
Energy · as of Jun 30, 2026Badgley Phelps Wealth Managers, LLC holds $38,345,916 across 2 Oil & Gas Integrated names. CVX ranks #1 (55.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVX |
Chevron Corp
This page
|
129,241 | $21,422,988 | |
| 2 | XOM |
ExxonMobil Holdings Corp
|
123,778 | $16,922,928 |
All Filings in CVX
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20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $21,422,988 | 129,241 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $27,004,588 | 130,520 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $19,965,100 | 130,996 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $19,701,952 | 126,872 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $18,686,581 | 130,502 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $22,002,649 | 131,524 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $19,813,387 | 136,795 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $20,383,198 | 138,407 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $29,626,573 | 189,404 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $29,809,547 | 188,979 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $29,196,130 | 195,737 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $41,940,683 | 248,729 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $37,991,213 | 241,444 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $37,472,141 | 229,665 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $40,624,330 | 226,332 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $31,977,493 | 222,576 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $31,454,468 | 217,257 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $35,183,166 | 216,073 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $25,075,582 | 213,682 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $20,930,758 | 206,316 | Shares | Sole | 2021-11-29 | |
| No filing history on record for this holder in this stock. | ||||||