COTTONWOOD CAPITAL ADVISORS, LLC

Position in CVX — Chevron Corp

CIK 1903321 SALT LAKE CITY, UT

Position in CVX

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$624,417

-$153,527 QoQ

Shares Held

3,767

+0.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

3.97%

of 13F equity value

Holder Rank

#2,815

of 4,109 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Energy · as of Jun 30, 2026

COTTONWOOD CAPITAL ADVISORS, LLC holds $856,977 across 2 Oil & Gas Integrated names. CVX ranks #1 (72.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	CVX	Chevron Corp This page	3,767	$624,417
2	XOM	ExxonMobil Holdings Corp	1,701	$232,560

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$624,417	3,767	+0.2%	Shares	Sole	2026-07-23
2026-03-31	$777,944	3,760	+0.2%	Shares	Sole	2026-04-17
2025-12-31	$571,689	3,751	+0.3%	Shares	Sole	2026-01-14
2025-09-30	$580,784	3,740	-22.1%	Shares	Sole	2025-10-22
2025-06-30	$687,312	4,800	+0.2%	Shares	Sole	2025-07-29
2025-03-31	$801,151	4,789	+0.2%	Shares	Sole	2025-04-23
2024-12-31	$692,335	4,780	-0.5%	Shares	Sole	2025-01-21
2024-09-30	$707,779	4,806	-1.3%	Shares	Sole	2024-11-04
2024-06-30	$761,921	4,871	-2.7%	Shares	Sole	2024-07-16
2024-03-31	$789,488	5,005	-4.9%	Shares	Sole	2024-04-26
2023-12-31	$785,178	5,264	+9.4%	Shares	Sole	2024-02-09
2023-09-30	$811,230	4,811	+8.6%	Shares	Sole	2023-11-06
2023-06-30	$696,903	4,429	-2.0%	Shares	Sole	2023-08-04
2023-03-31	$737,320	4,519	-1.0%	Shares	Sole	2023-05-05
2022-12-31	$819,551	4,566	-0.7%	Shares	Sole	2023-02-06
2022-09-30	$660,594	4,598	+0.4%	Shares	Sole	2022-11-01
2022-06-30	$662,947	4,579	-0.2%	Shares	Sole	2022-07-27
2022-03-31	$746,901	4,587	-3.4%	Shares	Sole	2022-04-18
2021-12-31	$557,060	4,747	—	Shares	Sole	2022-01-28
No filing history on record for this holder in this stock.