Position in CVX
as of Mar 31, 2026
· filed Apr 15, 2026
Position Value
$6,133,547
+$1,876,740 QoQ
Shares Held
29,645
+6.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
18 quarters on record
Voting authority
Sole 0%
Shared 81%
None 19%
Common Shares in CVX Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Integrated
Energy · as of Mar 31, 2026JOURNEY STRATEGIC WEALTH LLC holds $16,295,622 across 8 Oil & Gas Integrated names. CVX ranks #2 (37.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XOM |
ExxonMobil Holdings Corp
|
44,618 | $7,569,886 | |
| 2 | CVX |
Chevron Corp
This page
|
29,645 | $6,133,547 | |
| 3 | SHEL |
Shell plc
|
8,636 | $803,148 | |
| 4 | PBR |
Petrobras - Petroleo Brasileiro SA
|
37,402 | $776,090 | |
| 5 | NFG |
National Fuel Gas Co
|
3,287 | $308,846 | |
| 6 | BP |
Bp PLC
|
5,657 | $265,879 | |
| 7 | TTE |
TotalEnergies SE
|
2,922 | $265,841 | |
| 8 | EC |
Ecopetrol S.A.
|
11,500 | $172,385 |
All Filings in CVX
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $6,133,547 | 29,645 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $4,256,807 | 27,930 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $4,833,397 | 31,125 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $4,012,324 | 28,021 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $3,767,702 | 22,522 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $2,522,966 | 17,419 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $2,289,604 | 15,547 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,960,879 | 12,536 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,787,035 | 11,329 | Shares | Other | 2024-05-13 | |
| 2023-12-31 | $1,773,511 | 11,890 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $2,514,628 | 14,913 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $1,919,512 | 12,199 | Shares | Other | 2023-08-14 | |
| 2023-03-31 | $2,142,943 | 13,134 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $2,319,727 | 12,924 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,632,089 | 11,360 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,235,552 | 8,534 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,694,408 | 10,406 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,192,628 | 10,163 | Shares | Sole | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||